Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — IBDT

Based on 378 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 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
378 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 — +24% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+24% 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 — 78% buying

284 buying82 selling
Last quarter: 284 funds were net buyers (54 opened a brand new position + 230 added to an existing one). Only 82 were sellers (53 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new IBDT position: 36 → 34 → 38 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 30% medium ■ 25% new
173 out of 378 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

46 → 36 → 34 → 38 → 54 new funds/Q
New funds entering each quarter: 36 → 34 → 38 → 54. A growing number of institutions are discovering IBDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 36% new entrants

■ 38% veterans ■ 26% 1-2yr ■ 36% new
Of 378 current holders: 143 (38%) held 2+ years, 100 held 1–2 years, 135 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
15 of 378 holders rank in the top 100 by AUM, accounting for 22% 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.

Hedge Fund Ownership: IBDT

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

Market Analysis: IBDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDT

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

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 9 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBDT
2026 Q1 Stats Unlock in 16 days 378 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 378 353 7.08%
13F Shares 103M 88M 17.93%
Total Value $2.76B $2.24B 23.22%
New Positions 54 38 +16
Increased Positions 230 213 +17
Closed Positions 29 24 +5
Reduced Positions 53 54 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

378 + investors

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

Top 25 institutional holders of IBDT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 THREADGILL FINANCIAL, LLC 6.39% 867,919 $22.0M
2 Twin Cities Retirement Group LLC 4.44% 191,585 $4.9M
3 ARCADIA INVESTMENT ADVISORS LLC 4.11% 343,504 $8.7M
4 Windsor Capital Management, LLC 3.56% 498,933 $12.6M
5 InvesTrust 3.35% 314,466 $8.0M
6 HENGEHOLD CAPITAL MANAGEMENT LLC 3.18% 1,435,556 $36.4M
7 Breachway Investments LLC 3.10% 127,868 $3.2M
8 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.71% 199,615 $5.1M
9 MEMBERS WEALTH LLC 2.54% 167,909 $4.3M
10 LITTLEJOHN FINANCIAL SERVICES, INC. 2.38% 125,155 $3.2M
11 SONATA CAPITAL GROUP INC 2.32% 248,397 $6.3M
12 RVW Wealth, LLC 2.29% 1,159,226 $29.4M
13 Houlihan Financial Resource Group, Ltd. 2.21% 223,865 $5.7M
14 4Thought Financial Group Inc. 2.18% 174,348 $4.4M
15 Signature Wealth Management Group 2.11% 219,637 $5.6M
16 LifePlan Financial, LLC 2.11% 112,577 $2.9M
17 Kathmere Capital Management, LLC 2.04% 1,306,247 $33.1M
18 MV CAPITAL MANAGEMENT, INC. 1.97% 794,471 $20.1M
19 SIGMA INVESTMENT COUNSELORS INC 1.71% 1,278,339 $32.4M
20 Marathon Mission, Inc. 1.56% 105,730 $2.7M
21 Capital Investment Advisors, LLC 1.52% 3,752,574 $95.1M
22 Evergreen Private Wealth LLC 1.45% 141,483 $3.6M
23 NOVEM GROUP 1.45% 498,960 $12.6M
24 CAPITAL ADVISORS INC/OK 1.44% 3,532,934 $89.5M
25 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.42% 213,777 $5.4M
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 — 78% buying: Last quarter: 284 funds were net buyers (54 opened a brand new position + 230 added to an existing one). Only 82 were sellers (53 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDT holders?

Strong quality — 22% AUM from major funds: 15 of 378 holders rank in the top 100 by AUM, accounting for 22% 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?

46% of holders stayed for 2+ years: 173 out of 378 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.

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.