Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
82%

Smart Money Signals — IBDW

Based on 289 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 IBDW 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
289 hedge funds hold IBDW 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 — +52% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+52% 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 — 82% buying

219 buying48 selling
Last quarter: 219 funds were net buyers (46 opened a brand new position + 173 added to an existing one). Only 48 were sellers (35 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 33 → 42 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 34% new

■ 33% conviction (2yr+) ■ 33% medium ■ 34% new
Of the 289 current holders: 96 (33%) held >2 years, 96 held 1–2 years, and 97 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

32 → 32 → 33 → 42 → 46 new funds/Q
New funds entering each quarter: 32 → 33 → 42 → 46. A growing number of institutions are discovering IBDW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 46% new entrants

■ 32% veterans ■ 22% 1-2yr ■ 46% new
Of 289 current holders: 92 (32%) held 2+ years, 64 held 1–2 years, 133 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
20 of 289 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — IBDW

In 2026 Q1, 219 hedge funds were net buyers of IBDW (46 opened a new position, 173 added to an existing one), while 48 reduced or exited (35 trimmed, 13 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in IBDW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 289.

Hedge Fund Ownership: IBDW

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

Market Analysis: IBDW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDW

-- --

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

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

Signal Freshness measures how much IBDW 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 · 79d ago
IBDW
-1.0%
SPY
+13.9%

IBDW outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IBDW
+0.4%
SPY
+0.2%

Since the filing became public, IBDW outperformed SPY by +0.2% .

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.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IBDW
287 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 287 256 12.11%
13F Shares 86M 80M 7.66%
Total Value $1.79B $1.70B 5.6%
New Positions 45 42 +3
Increased Positions 172 146 +26
Closed Positions 14 15 -1
Reduced Positions 35 39 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDW

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Institutional Holders (2026 Q1)

287 + investors

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

QUARTER:
Top 25 IBDW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sarver Vrooman Wealth Advisors 28.29% 2,194,181 $45.9M
2 Mb, Levis & Associates, LLC 5.74% 657,363 $13.8M
3 PFG Private Wealth Management, LLC 5.59% 629,507 $13.2M
4 Envision Financial Planning, LLC 4.84% 639,767 $13.4M
5 Spreng Capital Management, INC. 3.76% 381,199 $8.0M
6 Wilkins Miller Wealth Management, LLC 2.68% 211,441 $4.4M
7 Peloton Wealth Strategists 2.60% 307,350 $6.4M
8 4Thought Financial Group Inc. 2.53% 244,684 $5.1M
9 Beaumont Asset Management, L.L.C. 2.42% 256,851 $5.4M
10 Winthrop Partners - WNY, LLC 2.37% 212,776 $4.5M
11 Moseley Investment Management Inc 2.37% 355,021 $7.4M
12 Cowa, LLC 2.31% 408,644 $8.6M
13 Virginia Wealth Management Group, INC. 2.15% 191,815 $4.0M
14 Cornerstone Planning, LLC 2.11% 446,549 $9.4M
15 Guidance Point Advisors, LLC 2.09% 422,142 $8.8M
16 Ironwood Financial, llc 2.08% 569,411 $11.9M
17 Sigma Investment Counselors Inc 2.01% 1,816,012 $38.0M
18 Venture Visionary Partners LLC 1.99% 2,853,427 $59.7M
19 Mv Capital Management, INC. 1.87% 912,123 $19.1M
20 Members Wealth LLC 1.74% 138,918 $2.9M
21 Probity Advisors, Inc. 1.74% 524,604 $11.0M
22 Adirondack Trust Co 1.72% 244,444 $5.1M
23 Klingman & Associates, LLC 1.70% 1,699,798 $35.6M
24 Sound View Wealth Advisors Group, LLC 1.68% 1,182,844 $24.8M
25 Signature Wealth Management Group 1.67% 210,521 $4.4M
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 (IBDW)

What does the Smart Money Trend signal show for IBDW?

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

More buyers than sellers — 82% buying: Last quarter: 219 funds were net buyers (46 opened a brand new position + 173 added to an existing one). Only 48 were sellers (35 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDW holders?

Strong quality — 23% AUM from major funds: 20 of 289 holders rank in the top 100 by AUM, accounting for 23% 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 IBDW?

Mixed — 33% long-term, 34% new: Of the 289 current holders: 96 (33%) held >2 years, 96 held 1–2 years, and 97 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, IBDW has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), IBDW has gained -1.0% vs +13.9% 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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