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

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

As of today, IBDY has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IBDY gained -0.8% 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 (IBDY)

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

Smart Money Signals — IBDY

Based on 158 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 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

158 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 — +48% more funds vs a year ago

fund count last 6Q

+51 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 — 82% buying

121 buying27 selling

Last quarter: 121 funds were net buyers (27 opened a brand new position + 94 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 22 → 24 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 33% long-term, 32% new

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

Of the 158 current holders: 52 (33%) held >2 years, 55 held 1–2 years, and 51 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

25 → 21 → 22 → 24 → 27 new funds/Q

New funds entering each quarter: 21 → 22 → 24 → 27. A growing number of institutions are discovering IBDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 24% veterans, 49% new entrants

■ 24% veterans ■ 27% 1-2yr ■ 49% new

Of 158 current holders: 38 (24%) held 2+ years, 42 held 1–2 years, 78 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

15 of 158 holders rank in the top 100 by AUM, accounting for 28% 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	158	141	12.06%
13F Shares	27M	27M	-1.34%
Total Value	$685M	$716M	-4.34%
New Positions	27	24	+3
Increased Positions	94	84	+10
Closed Positions	10	12	-2
Reduced Positions	17	16	+1
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

158

141

12.06%

13F Shares

27M

-1.34%

Total Value

$685M

$716M

-4.34%

New Positions

Increased Positions

+10

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

158 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Envision Financial Planning, LLC	7.84%	838,607	$21.7M
2	Instrumental Wealth, LLC	6.62%	416,784	$10.8M
3	Mb, Levis & Associates, LLC	5.29%	490,228	$12.7M
4	First Interstate Bank	2.82%	1,940,344	$50.2M
5	Mv Capital Management, INC.	2.38%	937,221	$24.2M
6	4Thought Financial Group Inc.	2.25%	175,675	$4.5M
7	Sigma Investment Counselors Inc	1.89%	1,385,129	$35.8M
8	Guidance Point Advisors, LLC	1.70%	278,279	$7.2M
9	Arrow Financial Corp	1.53%	589,794	$15.2M
10	Marathon Mission, Inc.	1.52%	101,044	$2.6M
11	Evergreen Private Wealth LLC	1.41%	135,299	$3.5M
12	Summitry LLC	1.17%	1,033,587	$26.7M
13	Adirondack Trust Co	1.03%	118,919	$3.1M
14	Signature Wealth Management Group	1.03%	105,106	$2.7M
15	Seneca House Advisors	0.97%	94,840	$2.5M
16	Wilkins Miller Wealth Management, LLC	0.96%	61,517	$1.6M
17	Paradigm, Strategies in Wealth Management, LLC	0.82%	46,958	$1.2M
18	Probity Advisors, Inc.	0.78%	189,326	$4.9M
19	Summit Financial, LLC	0.67%	2,038,645	$52.7M
20	Precedent Wealth Partners, LLC	0.67%	128,541	$3.3M
21	Cfo Capital Management LLC	0.66%	31,241	$803K
22	Stonebrook Private Inc.	0.51%	93,038	$2.4M
23	Nestegg Advisors, INC.	0.50%	22,023	$569K
24	Cowa, LLC	0.47%	66,790	$1.7M
25	James Investment Research, INC.	0.40%	137,551	$3.6M

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 — 82% buying: Last quarter: 121 funds were net buyers (27 opened a brand new position + 94 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDY holders?

Strong quality — 28% AUM from major funds: 15 of 158 holders rank in the top 100 by AUM, accounting for 28% 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 — 33% long-term, 32% new: Of the 158 current holders: 52 (33%) held >2 years, 55 held 1–2 years, and 51 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 (IBDY) following the 2026 Q1 hedge fund 13F filings?

As of today, IBDY has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IBDY has gained -0.8% 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 (IBDY)

Smart Money Signals — IBDY

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 — 82% buying

Steady new buyers — ~27 new funds per quarter

Mixed — 33% long-term, 32% new

Growing discovery — still being found

Mixed cohorts — 24% veterans, 49% new entrants

Strong quality — 28% 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

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

Hedge Fund Positioning: IBDY

Statistics: IBDY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBDY)

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