Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
11Q ▲
Buyers last Q
81%

Smart Money Signals — IBDY

Based on 136 hedge funds · latest filing: 2025 Q4 · 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
136 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 — +53% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+53% 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 — 81% buying

105 buying25 selling
Last quarter: 105 funds were net buyers (23 opened a brand new position + 82 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 20 → 20 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 37% new
Only 30 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~23 new funds/quarter

13 → 23 → 20 → 20 → 23 new funds/Q
New funds entering each quarter: 23 → 20 → 20 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 8% veterans, 49% new entrants

■ 8% veterans ■ 43% 1-2yr ■ 49% new
Of 136 current holders: 11 (8%) held 2+ years, 58 held 1–2 years, 67 (49%) 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
12 of 136 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.
4.5
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.

Hedge Fund Ownership: IBDY

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

Market Analysis: IBDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IBDY
2026 Q1 Stats Unlock in 17 days 136 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 136 123 10.57%
13F Shares 25M 22M 16.91%
Total Value $660M $566M 16.54%
New Positions 23 20 +3
Increased Positions 82 71 +11
Closed Positions 10 9 +1
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

136 + investors

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

Top 25 institutional holders of IBDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INSTRUMENTAL WEALTH, LLC 6.62% 416,784 $10.8M
2 MB, LEVIS & ASSOCIATES, LLC 5.29% 490,228 $12.7M
3 FIRST INTERSTATE BANK 2.82% 1,940,344 $50.2M
4 MV CAPITAL MANAGEMENT, INC. 2.38% 937,221 $24.2M
5 4Thought Financial Group Inc. 2.25% 175,675 $4.5M
6 SIGMA INVESTMENT COUNSELORS INC 1.89% 1,385,129 $35.8M
7 Marathon Mission, Inc. 1.52% 101,044 $2.6M
8 Evergreen Private Wealth LLC 1.41% 135,299 $3.5M
9 ADIRONDACK TRUST CO 1.03% 118,919 $3.1M
10 Signature Wealth Management Group 1.03% 105,106 $2.7M
11 Seneca House Advisors 0.97% 94,840 $2.5M
12 Wilkins Miller Wealth Management, LLC 0.96% 61,517 $1.6M
13 Probity Advisors, Inc. 0.78% 189,326 $4.9M
14 PRECEDENT WEALTH PARTNERS, LLC 0.67% 128,541 $3.3M
15 NESTEGG ADVISORS, INC. 0.50% 22,023 $569K
16 JAMES INVESTMENT RESEARCH, INC. 0.40% 137,551 $3.6M
17 Farnam Financial LLC 0.34% 15,810 $409K
18 McGlone Suttner Wealth Management, Inc. 0.31% 89,418 $2.3M
19 Archford Capital Strategies, LLC 0.23% 77,210 $2.0M
20 Roble, Belko & Company, Inc 0.18% 53,396 $1K
21 Krilogy Financial LLC 0.17% 207,771 $5.4M
22 Sarver Vrooman Wealth Advisors 0.16% 10,031 $259K
23 Montecito Bank & Trust 0.14% 31,980 $827K
24 Gradient Capital Advisors, LLC 0.11% 16,333 $422K
25 Segment Wealth Management, LLC 0.11% 70,065 $1.8M
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 — 81% buying: Last quarter: 105 funds were net buyers (23 opened a brand new position + 82 added to an existing one). Only 25 were sellers (15 trimmed + 10 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: 12 of 136 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?

Mostly new holders — 37% entered in last year: Only 30 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.