Ishares Tr (IBDX) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IBDX)

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

Smart Money Signals — IBDX

Based on 228 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 IBDX 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

228 hedge funds hold IBDX 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 — +48% more funds vs a year ago

fund count last 6Q

+74 new funds entered over the past year (+48% 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 — 76% buying

159 buying49 selling

Last quarter: 159 funds were net buyers (24 opened a brand new position + 135 added to an existing one). Only 49 were sellers (34 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 36 → 35 → 24. 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.

📌

Mixed — 36% long-term, 28% new

■ 36% conviction (2yr+) ■ 36% medium ■ 28% new

Of the 228 current holders: 83 (36%) held >2 years, 82 held 1–2 years, and 63 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.

➡️

Steady discovery — ~24 new funds/quarter

28 → 29 → 36 → 35 → 24 new funds/Q

New funds entering each quarter: 29 → 36 → 35 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 36% veterans, 43% new entrants

■ 36% veterans ■ 20% 1-2yr ■ 43% new

Of 228 current holders: 83 (36%) held 2+ years, 46 held 1–2 years, 99 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

19 of 228 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	227	219	3.65%
13F Shares	54M	50M	6.48%
Total Value	$1.33B	$1.26B	5.96%
New Positions	24	35	-11
Increased Positions	134	129	+5
Closed Positions	16	11	+5
Reduced Positions	34	29	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

227

219

3.65%

13F Shares

54M

50M

6.48%

Total Value

$1.33B

$1.26B

5.96%

New Positions

-11

Increased Positions

134

129

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

227 + investors

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

QUARTER:

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

Top 25 IBDX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Seven Springs Wealth Group, LLC	5.86%	1,064,868	$26.8M
2	PFG Private Wealth Management, LLC	5.54%	507,215	$12.8M
3	Mb, Levis & Associates, LLC	4.90%	527,546	$13.3M
4	Cowa, LLC	4.89%	774,107	$19.5M
5	4Thought Financial Group Inc.	2.96%	250,276	$6.3M
6	Marathon Mission, Inc.	2.63%	208,786	$5.3M
7	Cornerstone Planning, LLC	2.21%	379,908	$9.6M
8	Sigma Investment Counselors Inc	1.95%	1,585,690	$39.9M
9	Mv Capital Management, INC.	1.92%	773,344	$19.5M
10	Ironwood Financial, llc	1.81%	464,902	$11.6M
11	Paradigm, Strategies in Wealth Management, LLC	1.78%	116,188	$2.9M
12	Guidance Point Advisors, LLC	1.73%	325,556	$8.2M
13	Peloton Wealth Strategists	1.72%	184,250	$4.6M
14	Sound View Wealth Advisors Group, LLC	1.57%	1,005,519	$25.3M
15	Probity Advisors, Inc.	1.50%	415,729	$10.5M
16	Arrow Financial Corp	1.42%	630,882	$15.9M
17	Evergreen Private Wealth LLC	1.35%	145,453	$3.7M
18	Klingman & Associates, LLC	1.26%	1,175,446	$29.6M
19	Houlihan Financial Resource Group, Ltd.	1.19%	132,540	$3.3M
20	Parkway Wealth Management Group, LLC	1.17%	402,635	$10.1M
21	Breachway Investments LLC	1.17%	30,850	$777K
22	Capital Investment Advisors, LLC	1.16%	3,505,410	$88.3M
23	Aptus Capital Advisors, LLC	1.11%	6,456,747	$162.6M
24	Winthrop Partners - WNY, LLC	1.10%	88,182	$2.2M
25	Capital Advisors Inc/Ok	1.05%	2,822,834	$71.1M

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 (IBDX)

What does the Smart Money Trend signal show for IBDX?

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

More buyers than sellers — 76% buying: Last quarter: 159 funds were net buyers (24 opened a brand new position + 135 added to an existing one). Only 49 were sellers (34 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDX holders?

Strong quality — 24% AUM from major funds: 19 of 228 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 IBDX?

Mixed — 36% long-term, 28% new: Of the 228 current holders: 83 (36%) held >2 years, 82 held 1–2 years, and 63 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.

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 (IBDX)

Smart Money Signals — IBDX

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

More buyers than sellers — 76% buying

Fewer new buyers each quarter (-11 vs last Q)

Mixed — 36% long-term, 28% new

Steady discovery — ~24 new funds/quarter

Mixed cohorts — 36% veterans, 43% new entrants

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — IBDX

Hedge Fund Ownership: IBDX

Market Analysis: IBDX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBDX

Hedge Fund Positioning: IBDX

Statistics: IBDX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBDX)

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