Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — IBDU

Based on 389 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBDU 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
389 hedge funds hold IBDU 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 — +28% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+28% 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 — 71% buying

266 buying108 selling
Last quarter: 266 funds were net buyers (47 opened a brand new position + 219 added to an existing one). Only 108 were sellers (68 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 61 → 60 → 47. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 26% new
161 out of 389 hedge funds have held IBDU 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 — ~47 new funds/quarter

44 → 40 → 61 → 60 → 47 new funds/Q
New funds entering each quarter: 40 → 61 → 60 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 37% newcomers

■ 40% veterans ■ 24% 1-2yr ■ 37% new
Entry-cohort mix of 389 holders: 154 (40%) are 2+ year veterans, 92 entered 1–2 years ago, and 143 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
20 of 389 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IBDU

In 2026 Q2, 266 hedge funds were net buyers of IBDU (47 opened a new position, 219 added to an existing one), while 108 reduced or exited (68 trimmed, 40 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in IBDU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 389.

Hedge Fund Ownership: IBDU

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

Market Analysis: IBDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDU

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 10 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IBDU
388 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 388 382 1.57%
13F Shares 133M 121M 10.01%
Total Value $3.06B $2.79B 9.44%
New Positions 47 60 -13
Increased Positions 218 228 -10
Closed Positions 41 32 +9
Reduced Positions 68 56 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDU

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Institutional Holders (2026 Q2)

388 + investors

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

QUARTER:
Top 25 IBDU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shufro Rose & Co LLC 11.53% 8,668,602 $200.8M
2 Seven Springs Wealth Group, LLC 5.87% 1,161,935 $26.9M
3 Gratus Wealth Advisors, LLC 4.57% 1,550,502 $35.9M
4 Ruggaard & Associates LLC 4.39% 528,717 $12.2M
5 Breachway Investments LLC 3.76% 107,805 $2.5M
6 Peloton Wealth Strategists 3.47% 405,145 $9.4M
7 Arcadia Investment Advisors LLC 3.40% 347,588 $8.1M
8 Windsor Capital Management, LLC 3.39% 562,587 $13.0M
9 PFG Private Wealth Management, LLC 3.30% 329,011 $7.6M
10 Virginia Wealth Management Group, INC. 2.88% 249,415 $5.8M
11 InvesTrust 2.76% 309,429 $7.2M
12 Sound View Wealth Advisors Group, LLC 2.72% 1,895,010 $43.9M
13 Winthrop Partners - WNY, LLC 2.61% 227,803 $5.3M
14 Members Wealth LLC 2.57% 202,246 $4.7M
15 4Thought Financial Group Inc. 2.54% 233,473 $5.4M
16 Spreng Capital Management, INC. 2.51% 298,459 $6.9M
17 First International Bank of Israel Ltd. 2.49% 395,000 $9.1M
18 Eight 31 Financial, LLC 2.40% 174,330 $4.0M
19 Summit Asset Management, LLC 2.36% 793,992 $18.4M
20 Envision Financial Planning, LLC 2.30% 305,471 $7.1M
21 Ironwood Financial, llc 2.29% 636,737 $14.7M
22 Wilkins Miller Wealth Management, LLC 2.24% 176,182 $4.1M
23 Woodmont Investment Counsel LLC 2.24% 1,771,527 $41.0M
24 LifePlan Financial, LLC 2.03% 125,028 $2.9M
25 LFA - Lugano Financial Advisors SA 2.01% 144,509 $3.3M
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 (IBDU)

What does the Smart Money Trend signal show for IBDU?

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

More buyers than sellers — 71% buying: Last quarter: 266 funds were net buyers (47 opened a brand new position + 219 added to an existing one). Only 108 were sellers (68 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDU holders?

Strong quality — 22% AUM from major funds: 20 of 389 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 IBDU?

41% of holders stayed for 2+ years: 161 out of 389 hedge funds have held IBDU 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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