Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (GBF)

61 + Investors. Track Smart Money conviction in GBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — GBF

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
61 funds currently hold this stock — 76% of the 3.0-year high of 80 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold GBF compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

30 buying29 selling
Last quarter: 30 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 16% medium ■ 10% new
45 out of 61 hedge funds have held GBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

14 → 4 → 3 → 5 → 8 new funds/Q
New funds entering each quarter: 4 → 3 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 80% veterans vs 11% newcomers

■ 80% veterans ■ 8% 1-2yr ■ 11% new
Entry-cohort mix of 61 holders: 49 (80%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (11%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
12 of 61 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GBF

In 2026 Q2, 30 hedge funds were net buyers of GBF (8 opened a new position, 22 added to an existing one), while 29 reduced or exited (23 trimmed, 6 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 37% of total institutional value in GBF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: GBF

How many hedge funds hold GBF — quarterly history vs. share price
Quarterly hedge fund ownership of GBF vs. share price

Market Analysis: GBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GBF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GBF
61 + Investors

Track Smart Money conviction in GBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 59 3.39%
13F Shares 1M 882K 14.13%
Total Value $105M $92M 14.16%
New Positions 8 5 +3
Increased Positions 22 21 +1
Closed Positions 6 8 -2
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GBF

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Institutional Holders (2026 Q2)

61 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GBF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kelly Financial Group LLC 0.65% 28,342 $2.9M
2 Destination Wealth Management 0.51% 210,294 $21.8M
3 Beirne Wealth Consulting Services, LLC 0.30% 14,469 $1.5M
4 Biondo Investment Advisors, LLC 0.23% 18,091 $1.9M
5 Colton Groome Financial Advisors, LLC 0.16% 6,353 $660K
6 WorthPointe, LLC 0.12% 4,560 $473K
7 D L Carlson Investment Group Inc 0.12% 7,008 $728K
8 5T Wealth, LLC 0.11% 2,885 $300K
9 TSA Wealth Managment LLC 0.09% 3,208 $333K
10 OneDigital Investment Advisors LLC 0.08% 95,301 $9.9M
11 Shared Vision Wealth Group LLC 0.07% 2,096 $218K
12 Kickstand Ventures, LLC. 0.04% 2,169 $225K
13 Wesbanco Bank Inc 0.04% 14,503 $1.5M
14 German American Bancorp, INC. 0.03% 3,937 $409K
15 Silver Oak Securities, Incorporated 0.03% 4,704 $488K
16 Ascent Group, LLC 0.02% 6,693 $695K
17 Procyon Advisors, LLC 0.01% 3,048 $316K
18 Sanctuary Advisors, LLC 0.01% 25,406 $2.6M
19 First United Bank & Trust 0.01% 340 $35K
20 Sigma Planning Corp 0.01% 3,812 $396K
21 Csenge Advisory Group 0.01% 2,127 $221K
22 Keybank National Association/Oh 0.01% 26,026 $2.7M
23 AMG National Trust Bank 0.01% 3,590 $373K
24 Prime Capital Investment Advisors, LLC 0.01% 6,096 $633K
25 Bartlett & CO. Wealth Management LLC 0.01% 3,970 $412K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (GBF)

What does the Smart Money Trend signal show for GBF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GBF?

Slight buying edge — 51% buying: Last quarter: 30 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GBF holders?

Strong quality — 37% AUM from major funds: 12 of 61 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GBF?

74% of holders stayed for 2+ years: 45 out of 61 hedge funds have held GBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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