Ishares Tr (IBCB) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IBCB)

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

Smart Money Signals — IBCB

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added IBCB 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

22 hedge funds hold IBCB right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 100% buying

21 buying0 selling

Last quarter: 21 funds were net buyers (20 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) 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 — 20% AUM from major funds

20% from top-100 AUM funds

4 of 22 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	2	1000.0%
13F Shares	3M	423K	497.79%
Total Value	$64M	$11M	499.75%
New Positions	20	2	+18
Increased Positions	1	0	+1
Closed Positions	0	0	-
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1000.0%

13F Shares

423K

497.79%

Total Value

$64M

$11M

499.75%

New Positions

+18

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:

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

Top 21 IBCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mb, Levis & Associates, LLC	5.11%	551,113	$13.9M
2	Marathon Mission, Inc.	0.76%	60,121	$1.5M
3	Arrow Financial Corp	0.30%	132,068	$3.3M
4	Krilogy Financial LLC	0.15%	203,685	$5.1M
5	Koesten, Hirschmann & Crabtree, INC.	0.13%	12,555	$316K
6	Capital Investment Advisors, LLC	0.10%	299,515	$7.5M
7	Gilbert & Cook, Inc.	0.08%	27,721	$697K
8	Adirondack Trust Co	0.04%	5,994	$151K
9	HighTower Advisors, LLC	0.01%	553,949	$13.9M
10	Cliftonlarsonallen Wealth Advisors, LLC	0.01%	27,781	$699K
11	Bullock Wealth Management Group	0.01%	541	$14K
12	Coldstream Capital Management Inc	0.00%	8,015	$202K
13	Wealth Enhancement Advisory Services, LLC	0.00%	55,386	$1.4M
14	Parallel Advisors, LLC	0.00%	1,425	$36K
15	Commonwealth Equity Services, LLC	0.00%	10,584	$266K
16	Cetera Investment Advisers	0.00%	12,785	$322K
17	BlackRock, Inc.	0.00%	400,000	$10.1M
18	Jane Street Group, LLC	0.00%	65,581	$1.7M
19	Susquehanna International Group, LLP	0.00%	61,086	$1.5M
20	Royal Bank of Canada	0.00%	19,774	$498K
21	Citadel Advisors LLC	0.00%	17,154	$432K

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 (IBCB)

What does the Smart Money Trend signal show for IBCB?

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

More buyers than sellers — 100% buying: Last quarter: 21 funds were net buyers (20 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBCB holders?

Strong quality — 20% AUM from major funds: 4 of 22 holders rank in the top 100 by AUM, accounting for 20% 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 IBCB?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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Ishares Tr (IBCB)

Smart Money Signals — IBCB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 100% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — IBCB

Hedge Fund Ownership: IBCB

Market Analysis: IBCB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBCB

Hedge Fund Positioning: IBCB

Statistics: IBCB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBCB)

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