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

Ishares Tr (IBDY)

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

Smart Money Signals — IBDY

Based on 169 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 IBDY 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

169 hedge funds hold IBDY 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 — +44% more funds vs a year ago

fund count last 6Q

+52 new funds entered over the past year (+44% 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 — 72% buying

114 buying45 selling

Last quarter: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 45 were sellers (28 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 24 → 27 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 32% medium ■ 33% new

Of the 169 current holders: 59 (35%) held >2 years, 54 held 1–2 years, and 56 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

21 → 22 → 24 → 27 → 28 new funds/Q

New funds entering each quarter: 22 → 24 → 27 → 28. A growing number of institutions are discovering IBDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 35% veterans, 48% new entrants

■ 35% veterans ■ 17% 1-2yr ■ 48% new

Of 169 current holders: 59 (35%) held 2+ years, 29 held 1–2 years, 81 (48%) 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

16 of 169 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.

4.4

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	167	158	5.7%
13F Shares	32M	27M	17.1%
Total Value	$802M	$685M	17.08%
New Positions	27	27	-
Increased Positions	85	94	-9
Closed Positions	18	10	+8
Reduced Positions	28	17	+11
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

167

158

5.7%

13F Shares

32M

27M

17.1%

Total Value

$802M

$685M

17.08%

New Positions

Increased Positions

-9

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

167 + investors

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

QUARTER:

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

Top 25 IBDY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Envision Financial Planning, LLC	6.18%	737,993	$19.0M
2	Instrumental Wealth, LLC	5.46%	418,536	$10.8M
3	PFG Private Wealth Management, LLC	5.05%	452,389	$11.6M
4	Mb, Levis & Associates, LLC	4.70%	495,495	$12.8M
5	Mv Capital Management, INC.	2.38%	937,221	$24.2M
6	4Thought Financial Group Inc.	2.25%	185,959	$4.8M
7	Sigma Investment Counselors Inc	1.86%	1,478,526	$38.1M
8	Guidance Point Advisors, LLC	1.57%	289,080	$7.4M
9	Arrow Financial Corp	1.41%	610,058	$15.7M
10	Evergreen Private Wealth LLC	1.35%	142,119	$3.7M
11	Marathon Mission, Inc.	1.29%	100,193	$2.6M
12	Capital Investment Advisors, LLC	1.12%	3,299,900	$85.0M
13	Adirondack Trust Co	0.98%	128,140	$3.3M
14	Wilkins Miller Wealth Management, LLC	0.89%	62,838	$1.6M
15	Summitry LLC	0.88%	1,042,372	$26.8M
16	Probity Advisors, Inc.	0.85%	231,197	$6.0M
17	Ironwood Financial, llc	0.84%	210,239	$5.3M
18	Seneca House Advisors	0.80%	88,080	$2.3M
19	Sound View Wealth Advisors Group, LLC	0.78%	490,589	$12.6M
20	Paradigm, Strategies in Wealth Management, LLC	0.76%	48,312	$1.2M
21	Capital Advisors Inc/Ok	0.72%	1,901,100	$48.9M
22	Precedent Wealth Partners, LLC	0.65%	151,321	$3.9M
23	Cowa, LLC	0.50%	76,745	$2.0M
24	Stonebrook Private Inc.	0.44%	94,310	$2.4M
25	Nestegg Advisors, INC.	0.40%	21,977	$566K

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 (IBDY)

What does the Smart Money Trend signal show for IBDY?

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

More buyers than sellers — 72% buying: Last quarter: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 45 were sellers (28 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDY holders?

Strong quality — 24% AUM from major funds: 16 of 169 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 IBDY?

Mixed — 35% long-term, 33% new: Of the 169 current holders: 59 (35%) held >2 years, 54 held 1–2 years, and 56 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 (IBDY)

Smart Money Signals — IBDY

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~28 new funds per quarter

Mixed — 35% long-term, 33% new

Growing discovery — still being found

Mixed cohorts — 35% veterans, 48% new entrants

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — IBDY

Hedge Fund Ownership: IBDY

Market Analysis: IBDY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBDY

Hedge Fund Positioning: IBDY

Statistics: IBDY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBDY)

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