Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — IBDS

Based on 397 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBDS 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
397 hedge funds hold IBDS 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 — +17% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 74% buying

281 buying97 selling
Last quarter: 281 funds were net buyers (54 opened a brand new position + 227 added to an existing one). Only 97 were sellers (72 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new IBDS position: 32 → 29 → 32 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
202 out of 397 hedge funds have held IBDS 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

49 → 32 → 29 → 32 → 54 new funds/Q
New funds entering each quarter: 32 → 29 → 32 → 54. A growing number of institutions are discovering IBDS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 25% 1-2yr ■ 30% new
Of 397 current holders: 177 (45%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
16 of 397 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.
3.7
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: IBDS

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

Market Analysis: IBDS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 9 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IBDS
2026 Q1 Stats Unlock in 16 days 397 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 397 368 7.88%
13F Shares 107M 101M 5.71%
Total Value $2.71B $2.46B 10.45%
New Positions 54 32 +22
Increased Positions 227 204 +23
Closed Positions 25 24 +1
Reduced Positions 72 81 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

397 + investors

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

Top 25 institutional holders of IBDS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TABR Capital Management, LLC 22.09% 990,460 $24.0M
2 THREADGILL FINANCIAL, LLC 10.00% 1,420,636 $34.4M
3 ARCADIA INVESTMENT ADVISORS LLC 4.30% 375,457 $9.1M
4 InvesTrust 3.54% 347,814 $8.4M
5 Breachway Investments LLC 3.41% 147,070 $3.6M
6 ES4, LLC 3.37% 215,592 $5.2M
7 Windsor Capital Management, LLC 2.96% 432,677 $10.5M
8 Centennial Advisors, LLC 2.90% 94,031 $2.3M
9 4Thought Financial Group Inc. 2.60% 216,807 $5.3M
10 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.59% 199,615 $4.8M
11 Signature Wealth Management Group 2.39% 259,932 $6.3M
12 RVW Wealth, LLC 2.30% 1,217,920 $29.5M
13 Foundation Wealth Management, LLC 2.24% 136,758 $3.3M
14 Houlihan Financial Resource Group, Ltd. 2.20% 233,185 $5.7M
15 SONATA CAPITAL GROUP INC 2.12% 236,946 $5.7M
16 LifePlan Financial, LLC 2.10% 117,124 $2.8M
17 Kathmere Capital Management, LLC 2.05% 1,371,208 $33.2M
18 MV CAPITAL MANAGEMENT, INC. 2.04% 857,584 $20.8M
19 MEMBERS WEALTH LLC 2.00% 137,985 $3.3M
20 Robbins Farley 1.85% 172,785 $4.2M
21 Strid Group, LLC 1.84% 614,150 $14.9M
22 SIGMA INVESTMENT COUNSELORS INC 1.66% 1,295,766 $31.4M
23 Northstar Group, Inc. 1.66% 483,102 $11.7M
24 WJ Wealth Management, LLC 1.62% 143,164 $3.5M
25 Marathon Mission, Inc. 1.56% 110,552 $2.7M
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 (IBDS)

What does the Smart Money Trend signal show for IBDS?

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

More buyers than sellers — 74% buying: Last quarter: 281 funds were net buyers (54 opened a brand new position + 227 added to an existing one). Only 97 were sellers (72 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDS holders?

Strong quality — 23% AUM from major funds: 16 of 397 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 IBDS?

51% of holders stayed for 2+ years: 202 out of 397 hedge funds have held IBDS 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.