Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — IBDR

Based on 460 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBDR 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
460 hedge funds hold IBDR 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 — +16% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

231 buying196 selling
Last quarter: 231 funds bought or added vs 196 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 34 → 67 → 47. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
247 out of 460 hedge funds have held IBDR 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

43 → 40 → 34 → 67 → 47 new funds/Q
New funds entering each quarter: 40 → 34 → 67 → 47. 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 — 51% veterans vs 30% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 460 holders: 234 (51%) are 2+ year veterans, 89 entered 1–2 years ago, and 137 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
21 of 460 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — IBDR

In 2026 Q1, 231 hedge funds were net buyers of IBDR (47 opened a new position, 184 added to an existing one), while 196 reduced or exited (158 trimmed, 38 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in IBDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 460.

Hedge Fund Ownership: IBDR

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

Market Analysis: IBDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDR

-- --

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

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

Signal Freshness measures how much IBDR 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 · 77d ago
IBDR
-0.1%
SPY
+15.9%

IBDR outperformed SPY by -16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IBDR
+0.3%
SPY
+2.0%

Since the filing became public, IBDR outperformed SPY by -1.7% .

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.

13 top-rated funds 11 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBDR
456 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 456 451 1.11%
13F Shares 107M 109M -1.55%
Total Value $2.56B $2.75B -6.79%
New Positions 46 67 -21
Increased Positions 183 221 -38
Closed Positions 41 35 +6
Reduced Positions 157 108 +49
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDR

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Financial Highlights

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Institutional Holders (2026 Q1)

456 + investors

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

QUARTER:
Top 25 IBDR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TABR Capital Management, LLC 22.20% 995,431 $24.1M
2 IFS Advisors, LLC 12.09% 967,802 $23.5M
3 Cowa, LLC 6.64% 1,015,106 $24.6M
4 Gratus Wealth Advisors, LLC 5.25% 1,496,505 $36.3M
5 Beaumont Asset Management, L.L.C. 5.19% 476,015 $11.5M
6 Arcadia Investment Advisors LLC 4.52% 395,319 $9.6M
7 Delta Wealth Advisors LLC 4.05% 219,375 $5.3M
8 NovaPoint Capital, LLC 3.86% 634,876 $15.4M
9 Moseley Investment Management Inc 3.30% 427,717 $10.4M
10 InvesTrust 3.30% 324,114 $7.9M
11 Sound View Wealth Advisors Group, LLC 3.27% 1,981,257 $48.0M
12 Madden Advisory Services, Inc. 3.15% 330,152 $8.0M
13 Breachway Investments LLC 3.09% 133,607 $3.2M
14 Peloton Wealth Strategists 2.93% 299,140 $7.3M
15 Centennial Advisors, LLC 2.92% 94,583 $2.3M
16 Winthrop Partners - WNY, LLC 2.83% 219,403 $5.3M
17 Windsor Capital Management, LLC 2.71% 396,285 $9.6M
18 Rubicon Advisors, GP 2.62% 124,235 $3.0M
19 Virginia Wealth Management Group, INC. 2.59% 199,615 $4.8M
20 Foundation Wealth Management, LLC 2.50% 152,729 $3.7M
21 4Thought Financial Group Inc. 2.21% 184,581 $4.5M
22 RVW Wealth, LLC 2.15% 1,140,545 $27.6M
23 Wick Capital Partners, LLC 2.14% 483,277 $11.7M
24 Signature Wealth Management Group 2.14% 232,146 $5.6M
25 Houlihan Financial Resource Group, Ltd. 2.12% 224,656 $5.4M
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 (IBDR)

What does the Smart Money Trend signal show for IBDR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBDR 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 IBDR?

Slight buying edge — 54% buying: Last quarter: 231 funds bought or added vs 196 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBDR holders?

Strong quality — 23% AUM from major funds: 21 of 460 holders rank in the top 100 by AUM, accounting for 23% 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 IBDR?

54% of holders stayed for 2+ years: 247 out of 460 hedge funds have held IBDR 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 (IBDR) following the 2026 Q1 hedge fund 13F filings?

As of today, IBDR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), IBDR has gained -0.1% vs +15.9% 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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