Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDR)

449 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — IBDR

Based on 450 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBDR 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 (98% of max)

98% of all-time peak
450 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 — +7% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

188 buying229 selling
Last quarter: 229 funds reduced or exited vs 188 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 67 → 47 → 37. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
257 out of 450 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.
📊

Peak discovery — momentum slowing

41 → 34 → 67 → 47 → 37 new funds/Q
New funds entering each quarter: 34 → 67 → 47 → 37. IBDR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 450 holders: 254 (56%) are 2+ year veterans, 78 entered 1–2 years ago, and 118 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
23 of 449 holders rank in the top 100 by AUM, accounting for 24% 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 Q2, 188 hedge funds were net buyers of IBDR (37 opened a new position, 151 added to an existing one), while 229 reduced or exited (182 trimmed, 47 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in IBDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 450.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 9 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBDR
449 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 449 460 -2.39%
13F Shares 101M 107M -5.52%
Total Value $2.42B $2.56B -5.71%
New Positions 37 47 -10
Increased Positions 151 184 -33
Closed Positions 47 39 +8
Reduced Positions 182 158 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDR

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Institutional Holders (2026 Q2)

449 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IFS Advisors, LLC 11.30% 973,964 $23.6M
2 Cowa, LLC 6.62% 1,089,624 $26.4M
3 Gratus Wealth Advisors, LLC 4.71% 1,527,912 $37.0M
4 Arcadia Investment Advisors LLC 4.18% 409,478 $9.9M
5 Delta Wealth Advisors LLC 3.97% 229,154 $5.6M
6 Breachway Investments LLC 3.22% 88,208 $2.1M
7 Centennial Advisors, LLC 3.03% 104,912 $2.5M
8 Virginia Wealth Management Group, INC. 3.02% 249,890 $6.1M
9 InvesTrust 2.96% 317,326 $7.7M
10 Madden Advisory Services, Inc. 2.83% 325,410 $7.9M
11 Peloton Wealth Strategists 2.65% 296,140 $7.2M
12 NovaPoint Capital, LLC 2.64% 523,659 $12.7M
13 4Thought Financial Group Inc. 2.59% 227,209 $5.5M
14 Winthrop Partners - WNY, LLC 2.46% 205,075 $5.0M
15 Rubicon Advisors, GP 2.34% 132,570 $3.2M
16 Sound View Wealth Advisors Group, LLC 2.21% 1,472,485 $35.7M
17 Foundation Wealth Management, LLC 2.17% 151,521 $3.7M
18 10Elms LLP 2.09% 203,963 $4.9M
19 Kathmere Capital Management, LLC 1.93% 1,502,321 $36.4M
20 Houlihan Financial Resource Group, Ltd. 1.92% 222,124 $5.4M
21 RVW Wealth, LLC 1.86% 1,165,091 $28.2M
22 Mv Capital Management, INC. 1.79% 751,427 $18.2M
23 Northstar Group, Inc. 1.72% 550,123 $13.3M
24 Wick Capital Partners, LLC 1.67% 457,123 $11.1M
25 Cornerstone Planning, LLC 1.62% 288,419 $7.0M
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?

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

More sellers than buyers — 45% buying: Last quarter: 229 funds reduced or exited vs 188 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 IBDR holders?

Strong quality — 24% AUM from major funds: 23 of 449 holders rank in the top 100 by AUM, accounting for 24% 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?

57% of holders stayed for 2+ years: 257 out of 450 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.

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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