Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -28
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — IBB

Based on 922 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 IBB 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 (97% of max)

97% of all-time peak
922 hedge funds hold IBB 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 — +12% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

358 buying402 selling
Last quarter: 402 funds reduced or exited vs 358 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-138 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 59 → 87 → 220 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 14% medium 17% new
637 out of 922 hedge funds have held IBB 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.
🚀

Acceleration phase — new buyers rushing in

55 → 59 → 87 → 220 → 82 new funds/Q
New funds entering each quarter: 59 → 87 → 220 → 82. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

72% veterans 11% 1-2yr 18% new
Entry-cohort mix of 940 holders: 673 (72%) are 2+ year veterans, 102 entered 1–2 years ago, and 165 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
38 of 915 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in IBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IBB

In 2026 Q1, 358 hedge funds were net buyers of IBB (82 opened a new position, 276 added to an existing one), while 402 reduced or exited (292 trimmed, 110 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 69% of total institutional value in IBB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -28 funds (more exits than new entries). Total institutional holders: 922.

Hedge Fund Ownership: IBB

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

Market Analysis: IBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBB

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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.

29 top-rated funds 5 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IBB
955 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 955 922 3.58%
13F Shares 42M 41M 3.63%
Total Value $7.80B $6.59B 18.32%
New Positions 129 82 +47
Increased Positions 255 267 -12
Closed Positions 86 110 -24
Reduced Positions 312 291 +21
Total Calls 12 14 -14.29%
Total Puts 14 9 55.56%
PUT/CALL Ratio 1.17 0.64 Neutral

Statistics: IBB

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Institutional Holders (2026 Q2)

955 + investors

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

QUARTER:
Top 25 IBB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Michelson Medical Research Foundation, Inc. 6.17% 35,095 $6.7M
2 Reyes Financial Architecture, Inc. 5.63% 52,885 $10.1M
3 Florin Court Capital LLP 4.63% 14,900 $2.8M
4 Humankind Investments LLC 4.55% 50,000 $9.5M
5 Cumberland Advisors Inc 4.29% 64,018 $12.2M
6 WestEnd Advisors, LLC 2.78% 655,852 $124.7M
7 Harbour Investment Management LLC 2.47% 25,150 $4.8M
8 Littlejohn Financial Services, INC. 2.31% 16,740 $3.2M
9 Southern Capital Advisors, LLC 2.30% 29,008 $5.5M
10 New Paradigm Capital Management, LLC 2.03% 5,000 $951K
11 Audent Global Asset Management, LLC 1.95% 9,167 $1.7M
12 McCollum Christoferson Group LLC 1.72% 30,924 $5.9M
13 DAFNA Capital Management LLC 1.54% 42,595 $8.1M
14 Stegent Equity Advisors, Inc. 1.51% 11,097 $2.1M
15 Horizon Wealth Management, LLC 1.46% 60,285 $11.5M
16 Concord Investment Counsel Inc. 1.42% 27,445 $5.2M
17 Strategic Advisory Partners, LLC 1.40% 10,367 $2.0M
18 Bronte Capital Management Pty Ltd. 1.34% 65,807 $12.5M
19 Martin Capital Advisors, LLP 1.34% 13,419 $2.6M
20 Albion Financial Group /Ut 1.32% 119,635 $22.8M
21 Mcintyre Freedman & Flynn Investment Advisers Inc 1.31% 11,488 $2.2M
22 Viewpoint Capital Management LLC 1.29% 13,280 $2.5M
23 Ntv Asset Management LLC 1.19% 63,985 $12.2M
24 Arcadia Wealth Management, Inc. 1.17% 12,914 $2.5M
25 Aristides Capital LLC 1.12% 30,406 $5.8M
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 (IBB)

What does the Smart Money Trend signal show for IBB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBB 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 IBB?

More sellers than buyers — 47% buying: Last quarter: 402 funds reduced or exited vs 358 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IBB holders?

Elite ownership — 69% AUM from top-100 funds: 38 of 915 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in IBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBB?

69% of holders stayed for 2+ years: 637 out of 922 hedge funds have held IBB 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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