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

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

As of today, IBDX has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IBDX 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.

Ishares Tr (IBDX)

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

Smart Money Signals — IBDX

Based on 218 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 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

218 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 — +61% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+61% 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 — 80% buying

163 buying40 selling

Last quarter: 163 funds were net buyers (35 opened a brand new position + 128 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 27 → 29 → 36 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 34% new

■ 35% conviction (2yr+) ■ 31% medium ■ 34% new

Of the 218 current holders: 76 (35%) held >2 years, 67 held 1–2 years, and 75 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

28 → 27 → 29 → 36 → 35 new funds/Q

New funds entering each quarter: 27 → 29 → 36 → 35. A growing number of institutions are discovering IBDX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 33% veterans, 49% new entrants

■ 33% veterans ■ 18% 1-2yr ■ 49% new

Of 218 current holders: 72 (33%) held 2+ years, 39 held 1–2 years, 107 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

19 of 218 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	218	194	12.37%
13F Shares	50M	48M	5.57%
Total Value	$1.26B	$1.22B	3.52%
New Positions	35	36	-1
Increased Positions	128	113	+15
Closed Positions	11	15	-4
Reduced Positions	29	25	+4
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

218

194

12.37%

13F Shares

50M

48M

5.57%

Total Value

$1.26B

$1.22B

3.52%

New Positions

-1

Increased Positions

128

113

+15

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

218 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Seven Springs Wealth Group, LLC	6.20%	1,061,550	$26.8M
2	PFG Private Wealth Management, LLC	5.89%	549,790	$13.9M
3	Mb, Levis & Associates, LLC	5.50%	521,224	$13.2M
4	Cowa, LLC	4.97%	729,002	$18.4M
5	Marathon Mission, Inc.	3.19%	216,708	$5.5M
6	4Thought Financial Group Inc.	2.56%	205,076	$5.2M
7	Cornerstone Planning, LLC	2.12%	370,140	$9.4M
8	Paradigm, Strategies in Wealth Management, LLC	2.07%	120,584	$3.0M
9	Sigma Investment Counselors Inc	2.02%	1,511,640	$38.2M
10	Mv Capital Management, INC.	1.92%	773,344	$19.5M
11	Guidance Point Advisors, LLC	1.89%	315,676	$8.0M
12	Ironwood Financial, llc	1.68%	379,700	$9.6M
13	Signature Wealth Management Group	1.63%	169,983	$4.3M
14	Arrow Financial Corp	1.56%	614,512	$15.5M
15	Sound View Wealth Advisors Group, LLC	1.56%	905,660	$22.9M
16	Evergreen Private Wealth LLC	1.41%	137,864	$3.5M
17	Peloton Wealth Strategists	1.36%	133,500	$3.4M
18	Capital Investment Advisors, LLC	1.35%	3,330,175	$84.2M
19	Klingman & Associates, LLC	1.31%	1,081,554	$27.3M
20	Parkway Wealth Management Group, LLC	1.28%	397,851	$10.1M
21	Aptus Capital Advisors, LLC	1.26%	6,342,898	$160.3M
22	Probity Advisors, Inc.	1.22%	304,095	$7.7M
23	Seneca House Advisors	1.19%	118,994	$3.0M
24	Capital Advisors Inc/Ok	1.13%	2,790,716	$70.5M
25	Adirondack Trust Co	1.10%	130,102	$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 (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 — 80% buying: Last quarter: 163 funds were net buyers (35 opened a brand new position + 128 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDX holders?

Strong quality — 26% AUM from major funds: 19 of 218 holders rank in the top 100 by AUM, accounting for 26% 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 — 35% long-term, 34% new: Of the 218 current holders: 76 (35%) held >2 years, 67 held 1–2 years, and 75 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 (IBDX) following the 2026 Q1 hedge fund 13F filings?

As of today, IBDX has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IBDX 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.

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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 — +61% more funds vs a year ago

More buyers than sellers — 80% buying

Steady new buyers — ~35 new funds per quarter

Mixed — 35% long-term, 34% new

Growing discovery — still being found

Mixed cohorts — 33% veterans, 49% new entrants

Strong quality — 26% 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

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

Hedge Fund Positioning: IBDX

Statistics: IBDX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBDX)

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