Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDR)

424 + 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
↑ +29
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — IBDR

Based on 424 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
424 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 — +18% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

272 buying133 selling
Last quarter: 272 funds were net buyers (61 opened a brand new position + 211 added to an existing one). Only 133 were sellers (101 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new IBDR position: 41 → 37 → 31 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
223 out of 424 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.
📈

Growing discovery — still being found

42 → 41 → 37 → 31 → 61 new funds/Q
New funds entering each quarter: 41 → 37 → 31 → 61. A growing number of institutions are discovering IBDR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 22% 1-2yr ■ 30% new
Of 424 current holders: 201 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
16 of 424 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 10 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: IBDR
2026 Q1 Stats Unlock in 19 days 424 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 424 395 7.34%
13F Shares 107M 96M 11.16%
Total Value $2.70B $2.33B 15.94%
New Positions 61 31 +30
Increased Positions 211 212 -1
Closed Positions 32 33 -1
Reduced Positions 101 93 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

424 + investors

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

Top 25 institutional holders of IBDR — 2025 Q4 · 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 Beaumont Asset Management, L.L.C. 5.19% 476,015 $11.5M
4 ARCADIA INVESTMENT ADVISORS LLC 4.52% 395,319 $9.6M
5 Delta Wealth Advisors LLC 4.05% 219,375 $5.3M
6 MOSELEY INVESTMENT MANAGEMENT INC 3.30% 427,717 $10.4M
7 InvesTrust 3.30% 324,114 $7.9M
8 Breachway Investments LLC 3.09% 133,607 $3.2M
9 Centennial Advisors, LLC 2.92% 94,583 $2.3M
10 Windsor Capital Management, LLC 2.71% 396,285 $9.6M
11 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.59% 199,615 $4.8M
12 4Thought Financial Group Inc. 2.21% 184,581 $4.5M
13 RVW Wealth, LLC 2.15% 1,140,545 $27.6M
14 Signature Wealth Management Group 2.14% 232,146 $5.6M
15 Houlihan Financial Resource Group, Ltd. 2.12% 224,656 $5.4M
16 Kathmere Capital Management, LLC 2.08% 1,392,870 $33.8M
17 Northstar Group, Inc. 1.84% 536,333 $13.0M
18 Strid Group, LLC 1.82% 605,901 $14.7M
19 MV CAPITAL MANAGEMENT, INC. 1.79% 751,427 $18.2M
20 IRON Financial LLC 1.63% 153,813 $3.7M
21 SIGMA INVESTMENT COUNSELORS INC 1.48% 1,157,018 $28.0M
22 HM PAYSON & CO 1.47% 4,190,511 $101.6M
23 Evergreen Private Wealth LLC 1.46% 148,662 $3.6M
24 Ironwood Financial, llc 1.38% 325,923 $7.9M
25 RIVERCHASE WEALTH MANAGEMENT, LLC 1.33% 105,124 $2.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 67% buying: Last quarter: 272 funds were net buyers (61 opened a brand new position + 211 added to an existing one). Only 133 were sellers (101 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDR holders?

Strong quality — 21% AUM from major funds: 16 of 424 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 IBDR?

53% of holders stayed for 2+ years: 223 out of 424 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.