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
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — IBDS

Based on 442 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

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 — +17% more funds vs a year ago

fund count last 6Q
+64 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 — 60% buying

252 buying165 selling
Last quarter: 252 funds were net buyers (39 opened a brand new position + 213 added to an existing one). Only 165 were sellers (126 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 61 → 45 → 39. 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.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
245 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.
➡️

Steady discovery — ~39 new funds/quarter

34 → 37 → 61 → 45 → 39 new funds/Q
New funds entering each quarter: 37 → 61 → 45 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

■ 54% veterans ■ 18% 1-2yr ■ 28% new
Entry-cohort mix of 442 holders: 240 (54%) are 2+ year veterans, 79 entered 1–2 years ago, and 123 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
21 of 440 holders rank in the top 100 by AUM, accounting for 27% 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.

Institutional Sentiment Summary — IBDS

In 2026 Q2, 252 hedge funds were net buyers of IBDS (39 opened a new position, 213 added to an existing one), while 165 reduced or exited (126 trimmed, 39 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in IBDS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). 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

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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 10 high-conviction
Consensus
4.3
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 439 442 -0.68%
13F Shares 115M 117M -1.02%
Total Value $2.76B $2.80B -1.33%
New Positions 39 45 -6
Increased Positions 213 251 -38
Closed Positions 40 28 +12
Reduced Positions 125 79 +46
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 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eight 31 Financial, LLC 4.85% 336,581 $8.2M
2 Gratus Wealth Advisors, LLC 4.63% 1,501,436 $36.4M
3 Breachway Investments LLC 4.19% 114,761 $2.8M
4 Arcadia Investment Advisors LLC 4.02% 393,504 $9.5M
5 Wick Capital Partners, LLC 3.73% 1,021,785 $24.7M
6 InvesTrust 3.30% 353,843 $8.6M
7 PFG Private Wealth Management, LLC 3.25% 309,328 $7.5M
8 Sound View Wealth Advisors Group, LLC 3.23% 2,150,618 $52.1M
9 Peloton Wealth Strategists 3.23% 360,320 $8.7M
10 Centennial Advisors, LLC 3.03% 104,961 $2.5M
11 Virginia Wealth Management Group, INC. 3.01% 249,890 $6.1M
12 4Thought Financial Group Inc. 2.97% 261,333 $6.3M
13 Winthrop Partners - WNY, LLC 2.95% 246,226 $6.0M
14 Es4, LLC 2.77% 217,898 $5.3M
15 Summit Asset Management, LLC 2.44% 787,752 $19.1M
16 Madden Advisory Services, Inc. 2.42% 278,182 $6.7M
17 Windsor Capital Management, LLC 2.29% 363,900 $8.8M
18 Cornerstone Planning, LLC 2.28% 406,654 $9.8M
19 Houlihan Financial Resource Group, Ltd. 2.06% 238,729 $5.8M
20 Mv Capital Management, INC. 2.04% 857,584 $20.8M
21 LifePlan Financial, LLC 2.04% 120,053 $2.9M
22 RVW Wealth, LLC 2.03% 1,272,324 $30.8M
23 Members Wealth LLC 2.03% 152,799 $3.7M
24 Foundation Wealth Management, LLC 2.02% 141,313 $3.4M
25 10Elms LLP 1.89% 183,989 $4.5M
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 (IBDS)

What does the Smart Money Trend signal show for IBDS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IBDS?

More buyers than sellers — 60% buying: Last quarter: 252 funds were net buyers (39 opened a brand new position + 213 added to an existing one). Only 165 were sellers (126 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDS holders?

Strong quality — 27% AUM from major funds: 21 of 440 holders rank in the top 100 by AUM, accounting for 27% 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?

55% of holders stayed for 2+ years: 245 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.

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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