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

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

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

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

Smart Money Signals — IBDZ

Based on 118 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 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

118 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 — +71% more funds vs a year ago

fund count last 6Q

+49 new funds entered over the past year (+71% 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

92 buying23 selling

Last quarter: 92 funds were net buyers (19 opened a brand new position + 73 added to an existing one). Only 23 were sellers (15 trimmed + 8 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: 17 → 18 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 36% entered in last year

■ 1% conviction (2yr+) ■ 63% medium ■ 36% 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

23 → 17 → 18 → 19 → 19 new funds/Q

New funds entering each quarter: 17 → 18 → 19 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 64% of holders entered in last year

■ 1% veterans ■ 36% 1-2yr ■ 64% new

Of 118 current holders: 75 (64%) 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

13 of 118 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.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — 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	118	107	10.28%
13F Shares	25M	18M	37.53%
Total Value	$635M	$474M	33.93%
New Positions	19	19	-
Increased Positions	73	61	+12
Closed Positions	8	5	+3
Reduced Positions	15	14	+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

118

107

10.28%

13F Shares

25M

18M

37.53%

Total Value

$635M

$474M

33.93%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

118 + investors

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

QUARTER:

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

Top 25 IBDZ holders by conviction (% of portfolio weight) — 2026 Q1 · 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	PFG Private Wealth Management, LLC	5.88%	532,394	$13.9M
4	Mb, Levis & Associates, LLC	5.55%	510,649	$13.3M
5	Seneca House Advisors	5.14%	496,769	$12.9M
6	Paradigm, Strategies in Wealth Management, LLC	3.45%	195,359	$5.1M
7	4Thought Financial Group Inc.	2.24%	174,091	$4.5M
8	Mv Capital Management, INC.	1.87%	730,868	$19.0M
9	Guidance Point Advisors, LLC	1.74%	281,408	$7.3M
10	Marathon Mission, Inc.	1.54%	101,809	$2.7M
11	Sigma Investment Counselors Inc	1.49%	1,081,985	$28.2M
12	Summitry LLC	1.45%	1,276,387	$33.3M
13	Parkway Wealth Management Group, LLC	1.27%	384,699	$10.1M
14	Motley Fool Wealth Management, LLC	1.20%	408,741	$10.7M
15	Arrow Financial Corp	1.16%	441,310	$11.5M
16	Capital Investment Advisors, LLC	1.04%	2,491,719	$64.9M
17	Probity Advisors, Inc.	0.79%	192,357	$5.0M
18	Cfo Capital Management LLC	0.67%	31,610	$819K
19	Signature Wealth Management Group	0.63%	63,237	$1.6M
20	Summit Financial, LLC	0.58%	1,755,367	$45.7M
21	Stonebrook Private Inc.	0.51%	92,049	$2.4M
22	Aptus Capital Advisors, LLC	0.28%	1,375,000	$35.8M
23	Lyell Wealth Management, LP	0.25%	128,835	$3.4M
24	Archford Capital Strategies, LLC	0.24%	80,373	$2.1M
25	Little House Capital LLC	0.23%	33,452	$872K

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 — 8 quarters in a row: For 8 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 — 80% buying: Last quarter: 92 funds were net buyers (19 opened a brand new position + 73 added to an existing one). Only 23 were sellers (15 trimmed + 8 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: 13 of 118 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 — 36% 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.

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

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

Smart Money Signals — IBDZ

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +71% more funds vs a year ago

More buyers than sellers — 80% buying

Steady new buyers — ~19 new funds per quarter

Mostly new holders — 36% entered in last year

Steady discovery — ~19 new funds/quarter

Early stage — 64% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — IBDZ

Hedge Fund Ownership: IBDZ

Market Analysis: IBDZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBDZ

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

Hedge Fund Positioning: IBDZ

Statistics: IBDZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBDZ)

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