Ishares Tr (IBCA): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IBCA has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IBCA 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.

Ishares Tr (IBCA)

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

Smart Money Signals — IBCA

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added IBCA 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 (100% of max)

100% of all-time peak

78 hedge funds hold IBCA 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.

🚀

Fast accumulation — +3800% more funds vs a year ago

fund count last 6Q

+76 new funds entered over the past year (+3800% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 92% buying

67 buying6 selling

Last quarter: 67 funds were net buyers (21 opened a brand new position + 46 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 11 → 20 → 34 → 21. 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.

🔄

Mostly new holders — 87% entered in last year

■ 1% conviction (2yr+) ■ 12% medium ■ 87% new

Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

2 → 11 → 20 → 34 → 21 new funds/Q

New funds entering each quarter: 11 → 20 → 34 → 21. 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.

🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new

Of 78 current holders: 77 (99%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

12 of 78 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	78	60	30.0%
13F Shares	10M	6M	48.51%
Total Value	$247M	$169M	45.88%
New Positions	21	34	-13
Increased Positions	46	21	+25
Closed Positions	3	3	-
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

30.0%

13F Shares

10M

48.51%

Total Value

$247M

$169M

45.88%

New Positions

-13

Increased Positions

+25

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

78 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBCA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mb, Levis & Associates, LLC	5.73%	535,802	$13.7M
2	Paradigm, Strategies in Wealth Management, LLC	2.58%	148,383	$3.8M
3	4Thought Financial Group Inc.	2.28%	179,466	$4.6M
4	Guidance Point Advisors, LLC	1.60%	263,698	$6.8M
5	Arrow Financial Corp	1.51%	586,917	$15.0M
6	Instrumental Wealth, LLC	1.44%	91,397	$2.3M
7	Mv Capital Management, INC.	1.16%	459,201	$11.8M
8	Addison Advisors LLC	1.05%	186,006	$4.8M
9	Capital Investment Advisors, LLC	0.94%	2,285,650	$58.6M
10	Adirondack Trust Co	0.71%	82,036	$2.1M
11	Probity Advisors, Inc.	0.57%	140,220	$3.6M
12	CFG Wealth Management Services, Inc.	0.53%	22,222	$576K
13	Stonebrook Private Inc.	0.50%	92,163	$2.4M
14	Daviman Financial, LLC	0.43%	28,314	$726K
15	Cfo Capital Management LLC	0.40%	18,950	$483K
16	Archford Capital Strategies, LLC	0.24%	80,844	$2.1M
17	Little House Capital LLC	0.21%	31,551	$809K
18	Krilogy Financial LLC	0.17%	205,952	$5.3M
19	Sarver Vrooman Wealth Advisors	0.16%	10,124	$260K
20	Gilbert & Cook, Inc.	0.13%	38,270	$981K
21	Reliant Wealth Planning	0.12%	15,147	$388K
22	Hyposwiss Advisors SA	0.10%	4,105	$105K
23	Stokes Family Office, LLC	0.07%	26,000	$667K
24	J.W. Cole Advisors, INC.	0.07%	76,290	$2.0M
25	CNB Bank	0.06%	5,663	$145K

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 (IBCA)

What does the Smart Money Trend signal show for IBCA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IBCA 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 IBCA?

More buyers than sellers — 92% buying: Last quarter: 67 funds were net buyers (21 opened a brand new position + 46 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBCA holders?

Strong quality — 22% AUM from major funds: 12 of 78 holders rank in the top 100 by AUM, accounting for 22% 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 IBCA?

Mostly new holders — 87% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, IBCA has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IBCA 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.

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Ishares Tr (IBCA)

Smart Money Signals — IBCA

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +3800% more funds vs a year ago

More buyers than sellers — 92% buying

Fewer new buyers each quarter (-13 vs last Q)

Mostly new holders — 87% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 99% of holders entered in last year

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — IBCA

Hedge Fund Ownership: IBCA

Market Analysis: IBCA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBCA

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

Hedge Fund Positioning: IBCA

Statistics: IBCA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBCA)

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