ISHARES TR (HYBB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (HYBB)

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

Smart Money Signals — HYBB

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HYBB 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.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

54 hedge funds hold HYBB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

32 buying17 selling

Last quarter: 32 funds were net buyers (9 opened a brand new position + 23 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 37% medium ■ 22% new

22 out of 54 hedge funds have held HYBB 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 — ~9 new funds/quarter

9 → 5 → 8 → 6 → 9 new funds/Q

New funds entering each quarter: 5 → 8 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 26% 1-2yr ■ 31% new

Of 54 current holders: 23 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

9 of 54 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	54	49	10.2%
13F Shares	8M	4M	114.01%
Total Value	$398M	$186M	113.21%
New Positions	9	6	+3
Increased Positions	23	25	-2
Closed Positions	4	12	-8
Reduced Positions	13	6	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

10.2%

13F Shares

114.01%

Total Value

$398M

$186M

113.21%

New Positions

Increased Positions

-2

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

54 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of HYBB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Valmark Advisers, Inc.	0.85%	1,531,588	$71.2M
2	Andina Capital Management, LLC	0.83%	20,253	$942K
3	Hegarty Advisors, LLC	0.36%	9,829	$457K
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.25%	350,424	$16.3M
5	NOTTINGHAM ADVISORS, INC.	0.23%	38,849	$1.8M
6	FIDUCIARY FINANCIAL GROUP, LLC	0.06%	10,400	$483K
7	SHEETS SMITH WEALTH MANAGEMENT	0.04%	7,490	$348K
8	KERR FINANCIAL PLANNING Corp	0.02%	263	$12K
9	Janney Montgomery Scott LLC	0.01%	69,907	$3K
10	Farther Finance Advisors, LLC	0.00%	9,032	$419K
11	North Star Investment Management Corp.	0.00%	554	$26K
12	IFP Advisors, Inc	0.00%	1,109	$52K
13	FIFTH THIRD BANCORP	0.00%	12,007	$558K
14	Cambridge Investment Research Advisors, Inc.	0.00%	4,626	—
15	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	4,508	$210K
16	Creative Capital Management Investments LLC	0.00%	4	—

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 (HYBB)

What does the Smart Money Trend signal show for HYBB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HYBB 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 HYBB?

More buyers than sellers — 65% buying: Last quarter: 32 funds were net buyers (9 opened a brand new position + 23 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYBB holders?

Smaller funds dominant — 11% AUM from top-100: 9 of 54 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HYBB?

41% of holders stayed for 2+ years: 22 out of 54 hedge funds have held HYBB 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.

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ISHARES TR (HYBB)

Smart Money Signals — HYBB

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +4% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~9 new funds per quarter

41% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Deep conviction — 43% of holders stayed 2+ years

Smaller funds dominant — 11% AUM from top-100

Hedge Fund Ownership: HYBB

Market Analysis: HYBB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYBB

Hedge Fund Positioning: HYBB

Statistics: HYBB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (HYBB)

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