Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDS)

439 + 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
↑ +18
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — IBDS

Based on 442 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 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
442 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 — +20% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+20% 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

296 buying106 selling
Last quarter: 296 funds were net buyers (45 opened a brand new position + 251 added to an existing one). Only 106 were sellers (79 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 37 → 61 → 45. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
232 out of 442 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.
🚀

Acceleration phase — new buyers rushing in

34 → 33 → 37 → 61 → 45 new funds/Q
New funds entering each quarter: 33 → 37 → 61 → 45. 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 — 48% veterans vs 30% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 30% new
Entry-cohort mix of 442 holders: 213 (48%) are 2+ year veterans, 95 entered 1–2 years ago, and 134 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
17 of 442 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IBDS

In 2026 Q1, 296 hedge funds were net buyers of IBDS (45 opened a new position, 251 added to an existing one), while 106 reduced or exited (79 trimmed, 27 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in IBDS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 442.

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.

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

Signal Freshness measures how much IBDS 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 · 81d ago
IBDS
nan%
SPY
+15.1%

IBDS outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IBDS
nan%
SPY
+1.3%

Since the filing became public, IBDS outperformed SPY by nan% .

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.

11 top-rated funds 12 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBDS
439 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 439 424 3.54%
13F Shares 117M 108M 7.55%
Total Value $2.80B $2.75B 1.69%
New Positions 44 61 -17
Increased Positions 250 237 +13
Closed Positions 29 27 +2
Reduced Positions 79 77 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDS

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Institutional Holders (2026 Q1)

439 + investors

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

QUARTER:
Top 25 IBDS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Gratus Wealth Advisors, LLC 5.14% 1,465,127 $35.5M
4 Eight 31 Financial, LLC 4.82% 329,125 $8.0M
5 Arcadia Investment Advisors LLC 4.30% 375,457 $9.1M
6 Wick Capital Partners, LLC 3.95% 893,964 $21.7M
7 InvesTrust 3.54% 347,814 $8.4M
8 PFG Private Wealth Management, LLC 3.47% 338,044 $8.2M
9 Peloton Wealth Strategists 3.45% 351,820 $8.5M
10 Breachway Investments LLC 3.41% 147,070 $3.6M
11 Sound View Wealth Advisors Group, LLC 3.38% 2,048,974 $49.7M
12 Es4, LLC 3.37% 215,592 $5.2M
13 Winthrop Partners - WNY, LLC 3.17% 245,120 $5.9M
14 First International Bank of Israel Ltd. 2.99% 419,402 $10.2M
15 Windsor Capital Management, LLC 2.96% 432,677 $10.5M
16 Centennial Advisors, LLC 2.90% 94,031 $2.3M
17 Madden Advisory Services, Inc. 2.68% 280,567 $6.8M
18 Summit Asset Management, LLC 2.60% 772,155 $18.7M
19 4Thought Financial Group Inc. 2.60% 216,807 $5.3M
20 Virginia Wealth Management Group, INC. 2.59% 199,615 $4.8M
21 Signature Wealth Management Group 2.39% 259,932 $6.3M
22 RVW Wealth, LLC 2.30% 1,217,920 $29.5M
23 Foundation Wealth Management, LLC 2.24% 136,758 $3.3M
24 Houlihan Financial Resource Group, Ltd. 2.20% 233,185 $5.7M
25 Cornerstone Planning, LLC 2.18% 398,278 $9.7M
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: 296 funds were net buyers (45 opened a brand new position + 251 added to an existing one). Only 106 were sellers (79 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDS holders?

Strong quality — 25% AUM from major funds: 17 of 442 holders rank in the top 100 by AUM, accounting for 25% 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?

52% of holders stayed for 2+ years: 232 out of 442 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.

Is it too late to buy Ishares Tr (IBDS) following the 2026 Q1 hedge fund 13F filings?

As of today, IBDS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IBDS has gained nan% vs +15.1% 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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