Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBCA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
4Q ▲
Buyers last Q
95%

Smart Money Signals — IBCA

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
59 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 — +5800% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+5800% 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 — 95% buying

54 buying3 selling
Last quarter: 54 funds were net buyers (34 opened a brand new position + 20 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new IBCA position: 2 → 10 → 19 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 98% entered in last year

■ 2% conviction (2yr+) ■ 0% medium ■ 98% new
Only 1 funds (2%) 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

0 → 2 → 10 → 19 → 34 new funds/Q
New funds entering each quarter: 2 → 10 → 19 → 34. 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 — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 59 current holders: 58 (98%) entered in the past year, only 1 (2%) 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 — 21% AUM from major funds

21% from top-100 AUM funds
8 of 59 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — 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.

Hedge Fund Ownership: IBCA

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

Market Analysis: IBCA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBCA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: IBCA
2026 Q1 Stats Unlock in 18 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 27 118.52%
13F Shares 6M 3M 136.01%
Total Value $168M $71M 136.6%
New Positions 34 19 +15
Increased Positions 20 7 +13
Closed Positions 2 2 -
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBCA

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

59 + investors

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

Top 25 institutional holders of IBCA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MB, LEVIS & ASSOCIATES, LLC 5.73% 535,802 $13.7M
2 4Thought Financial Group Inc. 2.28% 179,466 $4.6M
3 INSTRUMENTAL WEALTH, LLC 1.44% 91,397 $2.3M
4 MV CAPITAL MANAGEMENT, INC. 1.16% 459,201 $11.8M
5 Capital Investment Advisors, LLC 0.94% 2,285,650 $58.6M
6 ADIRONDACK TRUST CO 0.71% 82,036 $2.1M
7 Probity Advisors, Inc. 0.57% 140,220 $3.6M
8 Daviman Financial, LLC 0.43% 28,314 $726K
9 Archford Capital Strategies, LLC 0.24% 80,844 $2.1M
10 Krilogy Financial LLC 0.17% 205,952 $5.3M
11 Sarver Vrooman Wealth Advisors 0.16% 10,124 $260K
12 Hyposwiss Advisors SA 0.10% 4,105 $105K
13 J.W. COLE ADVISORS, INC. 0.07% 76,290 $2.0M
14 Segment Wealth Management, LLC 0.04% 28,210 $723K
15 Quantum Financial Advisors, LLC 0.03% 9,184 $235K
16 CVA Family Office, LLC 0.03% 9,500 $244K
17 ASSOCIATED BANC-CORP 0.02% 31,421 $806K
18 Valmark Advisers, Inc. 0.00% 15,793 $405K
19 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.00% 12,536 $321K
20 Kestra Advisory Services, LLC 0.00% 44,505 $1.1M
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 74,852 $1.9M
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 47,871 $1.2M
23 IFP Advisors, Inc 0.00% 2,206 $57K
24 Bogart Wealth, LLC 0.00% 1,153 $30K
25 CENTRAL TRUST Co 0.00% 767 $20K
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 — 4 quarters in a row: For 4 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 — 95% buying: Last quarter: 54 funds were net buyers (34 opened a brand new position + 20 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBCA holders?

Strong quality — 21% AUM from major funds: 8 of 59 holders rank in the top 100 by AUM, accounting for 21% 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 — 98% entered in last year: Only 1 funds (2%) 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.

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.