Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IBHF

Based on 176 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBHF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
176 hedge funds hold IBHF 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 — +28% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 53% buying

94 buying85 selling
Last quarter: 94 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 32 → 21 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 31% new

■ 29% conviction (2yr+) ■ 40% medium ■ 31% new
Of the 176 current holders: 51 (29%) held >2 years, 71 held 1–2 years, and 54 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.
📊

Peak discovery — momentum slowing

21 → 30 → 32 → 21 → 20 new funds/Q
New funds entering each quarter: 30 → 32 → 21 → 20. IBHF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 28% veterans, 45% new entrants

■ 28% veterans ■ 27% 1-2yr ■ 45% new
Of 176 current holders: 49 (28%) held 2+ years, 47 held 1–2 years, 80 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
11 of 175 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — IBHF

In 2026 Q2, 94 hedge funds were net buyers of IBHF (20 opened a new position, 74 added to an existing one), while 85 reduced or exited (60 trimmed, 25 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 27% of total institutional value in IBHF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 176.

Hedge Fund Ownership: IBHF

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

Market Analysis: IBHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 7 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IBHF
173 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 173 181 -4.42%
13F Shares 23M 28M -16.54%
Total Value $515M $625M -17.64%
New Positions 20 21 -1
Increased Positions 74 83 -9
Closed Positions 27 13 +14
Reduced Positions 59 58 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHF

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Institutional Holders (2026 Q2)

173 + investors

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

QUARTER:
Top 25 IBHF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Straightline Group LLC 10.01% 936,881 $21.2M
2 Cowa, LLC 6.74% 1,186,840 $26.9M
3 Littlejohn Financial Services, INC. 5.39% 327,252 $7.4M
4 Delta Wealth Advisors LLC 4.88% 301,742 $6.8M
5 TABR Capital Management, LLC 4.82% 249,858 $5.7M
6 Ruggaard & Associates LLC 4.27% 525,863 $11.9M
7 Mid-American Wealth Advisory Group, Inc. 3.80% 463,778 $10.5M
8 Cornerstone Planning, LLC 2.25% 429,198 $9.7M
9 Centennial Advisors, LLC 2.24% 82,910 $1.9M
10 Evexia Wealth LLC 1.48% 243,261 $5.5M
11 Lbmc Investment Advisors, LLC 1.43% 1,161,706 $26.3M
12 Eight 31 Financial, LLC 1.39% 103,272 $2.3M
13 Walser Wealth Management Company, A Ltd Liability Co 1.25% 132,422 $3.0M
14 Collaborative Fund Advisors, LLC 1.19% 90,358 $2.0M
15 Brucke Financial, Inc. 0.84% 83,621 $1.9M
16 Scissortail Wealth Management, LLC 0.80% 182,741 $4.1M
17 10Elms LLP 0.78% 81,664 $1.8M
18 High Note Wealth, LLC 0.75% 193,824 $4.4M
19 Endowment Wealth Management, Inc. 0.72% 82,690 $1.9M
20 Straight Path Wealth Management 0.66% 124,858 $2.8M
21 Private Client Services, LLC 0.61% 102,734 $2.3M
22 Keeler Thomas Management LLC 0.60% 74,115 $1.7M
23 Windsor Advisory Group, LLC 0.55% 33,669 $763K
24 Cottage Street Advisors LLC 0.55% 62,874 $1.4M
25 Landing Point Financial Group, LLC 0.53% 68,567 $1.6M
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 (IBHF)

What does the Smart Money Trend signal show for IBHF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBHF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBHF?

Slight buying edge — 53% buying: Last quarter: 94 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBHF holders?

Strong quality — 27% AUM from major funds: 11 of 175 holders rank in the top 100 by AUM, accounting for 27% 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 IBHF?

Mixed — 29% long-term, 31% new: Of the 176 current holders: 51 (29%) held >2 years, 71 held 1–2 years, and 54 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.

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.

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