Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
7Q ▲
Buyers last Q
82%

Smart Money Signals — IBDZ

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added IBDZ 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
105 hedge funds hold IBDZ 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 — +123% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+123% 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

79 buying17 selling
Last quarter: 79 funds were net buyers (19 opened a brand new position + 60 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 16 → 17 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

1% conviction (2yr+) 57% medium 42% new
Only 1 funds (1%) 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 — ~19 new funds/quarter

24 → 21 → 16 → 17 → 19 new funds/Q
New funds entering each quarter: 21 → 16 → 17 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 77% of holders entered in last year

1% veterans 22% 1-2yr 77% new
Of 105 current holders: 81 (77%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
12 of 105 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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: IBDZ

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

Market Analysis: IBDZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDZ

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IBDZ
2026 Q1 Stats Unlock in 17 days 105 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 90 16.67%
13F Shares 18M 12M 53.49%
Total Value $470M $307M 52.95%
New Positions 19 17 +2
Increased Positions 60 53 +7
Closed Positions 4 3 +1
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDZ

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

Financial Highlights

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Institutional Holders (2026 Q1)

105 + investors

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

Top 25 institutional holders of IBDZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sarver Vrooman Wealth Advisors 26.56% 1,654,974 $43.1M
2 NESTEGG ADVISORS, INC. 7.31% 319,564 $8.3M
3 MB, LEVIS & ASSOCIATES, LLC 5.55% 510,649 $13.3M
4 Seneca House Advisors 5.14% 496,769 $12.9M
5 4Thought Financial Group Inc. 2.24% 174,091 $4.5M
6 MV CAPITAL MANAGEMENT, INC. 1.87% 730,868 $19.0M
7 Marathon Mission, Inc. 1.54% 101,809 $2.7M
8 SIGMA INVESTMENT COUNSELORS INC 1.49% 1,081,985 $28.2M
9 Parkway Wealth Management Group, LLC 1.27% 384,699 $10.1M
10 Capital Investment Advisors, LLC 1.04% 2,491,719 $64.9M
11 Probity Advisors, Inc. 0.79% 192,357 $5.0M
12 Signature Wealth Management Group 0.63% 63,237 $1.6M
13 Archford Capital Strategies, LLC 0.24% 80,373 $2.1M
14 Greater Midwest Financial Group, LLC 0.19% 13,903 $362K
15 Krilogy Financial LLC 0.17% 204,068 $5.3M
16 Koesten, Hirschmann & Crabtree, INC. 0.15% 11,550 $301K
17 Wilkins Miller Wealth Management, LLC 0.14% 9,100 $237K
18 Gradient Capital Advisors, LLC 0.12% 17,986 $469K
19 Montecito Bank & Trust 0.11% 25,041 $653K
20 J.W. COLE ADVISORS, INC. 0.11% 120,237 $3.1M
21 Segment Wealth Management, LLC 0.08% 51,410 $1.3M
22 McGlone Suttner Wealth Management, Inc. 0.07% 19,651 $512K
23 FULTON BREAKEFIELD BROENNIMAN LLC 0.06% 36,664 $955K
24 Quantum Financial Advisors, LLC 0.04% 12,271 $320K
25 ASSOCIATED BANC-CORP 0.04% 51,044 $1.3M
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 (IBDZ)

What does the Smart Money Trend signal show for IBDZ?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IBDZ 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 IBDZ?

More buyers than sellers — 82% buying: Last quarter: 79 funds were net buyers (19 opened a brand new position + 60 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDZ holders?

Strong quality — 21% AUM from major funds: 12 of 105 holders rank in the top 100 by AUM, accounting for 21% 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 IBDZ?

Mostly new holders — 42% entered in last year: Only 1 funds (1%) 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.