Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HYBB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — HYBB

Based on 54 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HYBB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

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.
🔴

Heavy selling pressure — only 38% buying

20 buying32 selling
Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
23 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 — ~6 new funds/quarter

5 → 8 → 6 → 10 → 6 new funds/Q
New funds entering each quarter: 8 → 6 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 30% newcomers

■ 48% veterans ■ 22% 1-2yr ■ 30% new
Entry-cohort mix of 54 holders: 26 (48%) are 2+ year veterans, 12 entered 1–2 years ago, and 16 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
11 of 54 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — HYBB

In 2026 Q1, 20 hedge funds were net buyers of HYBB (6 opened a new position, 14 added to an existing one), while 32 reduced or exited (25 trimmed, 7 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 54.

Hedge Fund Ownership: HYBB

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

Market Analysis: HYBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYBB

-- --

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

Is It Too Late to Buy Ishares Tr (HYBB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HYBB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
HYBB
+0.3%
SPY
+13.9%

HYBB outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
HYBB
+0.9%
SPY
+0.2%

Since the filing became public, HYBB outperformed SPY by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HYBB
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 55 -1.82%
13F Shares 7M 8M -12.03%
Total Value $342M $398M -14.09%
New Positions 6 10 -4
Increased Positions 14 23 -9
Closed Positions 7 4 +3
Reduced Positions 25 13 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYBB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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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.

QUARTER:
Top 25 HYBB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WFA of San Diego, LLC 0.97% 26,125 $1.2M
2 Valmark Advisers, Inc. 0.85% 1,531,588 $71.2M
3 Andina Capital Management, LLC 0.83% 20,253 $942K
4 RMR Capital Management, LLC 0.63% 18,765 $872K
5 Arrowroot Family Office, LLC 0.39% 22,758 $1.1M
6 Benjamin Edwards Inc 0.37% 791,180 $36.8M
7 Hegarty Advisors, LLC 0.36% 9,829 $457K
8 Public Employees Retirement System of Ohio 0.32% 2,124,484 $98.8M
9 Confluence Investment Management LLC 0.25% 350,424 $16.3M
10 Nottingham Advisors, INC. 0.23% 38,849 $1.8M
11 Reicon Wealth Advisors, LLC 0.20% 5,698 $265K
12 IFS Group,LLC 0.18% 4,450 $207K
13 Zuckerman Investment Group, LLC 0.07% 17,082 $794K
14 Fiduciary Financial Group, LLC 0.06% 10,400 $483K
15 Visionary Wealth Advisors 0.06% 28,377 $1.3M
16 Bank Julius Baer & Co. Ltd, Zurich 0.05% 373,292 $17.4M
17 Stifel Financial Corp 0.05% 1,189,341 $55.3M
18 Sheets Smith Wealth Management 0.04% 7,490 $348K
19 Mutual Advisors, LLC 0.02% 19,126 $889K
20 Focus Partners Advisor Solutions, LLC 0.02% 32,805 $1.5M
21 KERR FINANCIAL PLANNING Corp 0.02% 263 $12K
22 1620 Investment Advisors, INC. 0.01% 450 $21K
23 Tocqueville Asset Management L.P. 0.01% 8,600 $400K
24 Victory Capital Management Inc 0.01% 196,500 $9.1M
25 Farther Finance Advisors, LLC 0.00% 9,032 $419K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYBB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HYBB?

Heavy selling pressure — only 38% buying: Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HYBB holders?

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

How long have hedge funds held HYBB?

43% of holders stayed for 2+ years: 23 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.

Is it too late to buy Ishares Tr (HYBB) following the 2026 Q1 hedge fund 13F filings?

As of today, HYBB has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), HYBB has gained +0.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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