Ishares Tr (IBDT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IBDT has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), IBDT gained -0.6% 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.

Ishares Tr (IBDT)

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

Smart Money Signals — IBDT

Based on 420 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 IBDT 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

420 hedge funds hold IBDT 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.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 74% buying

292 buying100 selling

Last quarter: 292 funds were net buyers (41 opened a brand new position + 251 added to an existing one). Only 100 were sellers (72 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 37 → 43 → 62 → 41. 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.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new

200 out of 420 hedge funds have held IBDT 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

38 → 37 → 43 → 62 → 41 new funds/Q

New funds entering each quarter: 37 → 43 → 62 → 41. A growing number of institutions are discovering IBDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 44% veterans vs 34% newcomers

■ 44% veterans ■ 22% 1-2yr ■ 34% new

Entry-cohort mix of 420 holders: 185 (44%) are 2+ year veterans, 94 entered 1–2 years ago, and 141 (34%) 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

19 of 420 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.

3.9

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	417	407	2.46%
13F Shares	111M	105M	6.08%
Total Value	$2.79B	$2.79B	0.04%
New Positions	40	62	-22
Increased Positions	250	239	+11
Closed Positions	30	31	-1
Reduced Positions	72	58	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

417

407

2.46%

13F Shares

111M

105M

6.08%

Total Value

$2.79B

0.04%

New Positions

-22

Increased Positions

250

239

+11

Closed Positions

-1

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

417 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Threadgill Financial, LLC	6.39%	867,919	$22.0M
2	Gratus Wealth Advisors, LLC	5.03%	1,372,168	$34.8M
3	Eight 31 Financial, LLC	4.80%	313,680	$7.9M
4	Twin Cities Retirement Group LLC	4.44%	191,585	$4.9M
5	Arcadia Investment Advisors LLC	4.11%	343,504	$8.7M
6	Peloton Wealth Strategists	4.09%	399,188	$10.1M
7	PFG Private Wealth Management, LLC	3.58%	333,180	$8.4M
8	Windsor Capital Management, LLC	3.56%	498,933	$12.6M
9	InvesTrust	3.35%	314,466	$8.0M
10	Hengehold Capital Management LLC	3.18%	1,435,556	$36.4M
11	Breachway Investments LLC	3.10%	127,868	$3.2M
12	First International Bank of Israel Ltd.	2.99%	402,000	$10.2M
13	Cornerstone Planning, LLC	2.86%	499,609	$12.7M
14	Virginia Wealth Management Group, INC.	2.71%	199,615	$5.1M
15	Winthrop Partners - WNY, LLC	2.70%	200,024	$5.1M
16	Sound View Wealth Advisors Group, LLC	2.69%	1,562,572	$39.6M
17	Summit Asset Management, LLC	2.61%	739,662	$18.7M
18	Members Wealth LLC	2.54%	167,909	$4.3M
19	Woodmont Investment Counsel LLC	2.54%	1,624,154	$41.1M
20	Littlejohn Financial Services, INC.	2.38%	125,155	$3.2M
21	Sonata Capital Group Inc	2.32%	248,397	$6.3M
22	RVW Wealth, LLC	2.29%	1,159,226	$29.4M
23	Houlihan Financial Resource Group, Ltd.	2.21%	223,865	$5.7M
24	4Thought Financial Group Inc.	2.18%	174,348	$4.4M
25	Signature Wealth Management Group	2.11%	219,637	$5.6M

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 (IBDT)

What does the Smart Money Trend signal show for IBDT?

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

More buyers than sellers — 74% buying: Last quarter: 292 funds were net buyers (41 opened a brand new position + 251 added to an existing one). Only 100 were sellers (72 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDT holders?

Strong quality — 24% AUM from major funds: 19 of 420 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 IBDT?

48% of holders stayed for 2+ years: 200 out of 420 hedge funds have held IBDT 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 (IBDT) following the 2026 Q1 hedge fund 13F filings?

As of today, IBDT has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), IBDT has gained -0.6% 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.

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Ishares Tr (IBDT)

Smart Money Signals — IBDT

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 74% buying

Fewer new buyers each quarter (-21 vs last Q)

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 44% veterans vs 34% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — IBDT

Hedge Fund Ownership: IBDT

Market Analysis: IBDT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBDT

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

Hedge Fund Positioning: IBDT

Statistics: IBDT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBDT)

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