Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBHF)

161 + 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
↑ +16
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — IBHF

Based on 161 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 IBHF 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
161 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 — +49% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+49% 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 — 74% buying

116 buying41 selling
Last quarter: 116 funds were net buyers (28 opened a brand new position + 88 added to an existing one). Only 41 were sellers (29 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 20 → 28 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 34% new

■ 29% conviction (2yr+) ■ 37% medium ■ 34% new
Of the 161 current holders: 46 (29%) held >2 years, 60 held 1–2 years, and 55 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

31 → 23 → 20 → 28 → 28 new funds/Q
New funds entering each quarter: 23 → 20 → 28 → 28. A growing number of institutions are discovering IBHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 24% veterans ■ 20% 1-2yr ■ 55% new
Of 161 current holders: 89 (55%) entered in the past year, only 39 (24%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
9 of 161 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 8 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: IBHF
2026 Q1 Stats Unlock in 16 days 161 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 161 145 11.03%
13F Shares 29M 26M 11.56%
Total Value $675M $613M 10.03%
New Positions 28 28 -
Increased Positions 88 76 +12
Closed Positions 12 13 -1
Reduced Positions 29 25 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

161 + investors

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

Top 25 institutional holders of IBHF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LITTLEJOHN FINANCIAL SERVICES, INC. 10.31% 597,952 $13.7M
2 Mid-American Wealth Advisory Group, Inc. 9.15% 938,450 $21.7M
3 TABR Capital Management, LLC 5.15% 243,961 $5.6M
4 Delta Wealth Advisors LLC 4.95% 283,464 $6.5M
5 Marathon Mission, Inc. 2.98% 223,377 $5.1M
6 PRIVATE CLIENT SERVICES, LLC 2.87% 418,276 $9.6M
7 Centennial Advisors, LLC 2.17% 74,404 $1.7M
8 FF Advisors,LLC 1.27% 137,023 $3.1M
9 Tempus Wealth Planning, LLC 1.19% 226,276 $5.2M
10 Walser Wealth Management Company, A Ltd Liability Co 1.04% 101,324 $2.3M
11 EVEXIA WEALTH LLC 1.03% 163,565 $3.7M
12 Brucke Financial, Inc. 0.98% 84,447 $1.9M
13 Scissortail Wealth Management, LLC 0.80% 172,807 $4.0M
14 Straight Path Wealth Management 0.72% 118,181 $2.7M
15 Cottage Street Advisors LLC 0.68% 68,411 $1.6M
16 Ironwood Financial, llc 0.52% 130,962 $3.0M
17 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.43% 20,063 $459K
18 BIP Wealth, LLC 0.37% 398,864 $9.2M
19 Livet Wealth, LLC 0.37% 25,135 $577K
20 Quad-Cities Investment Group, LLC 0.36% 39,084 $897K
21 BEACON FINANCIAL PLANNING, INC 0.34% 38,272 $878K
22 Kastel Capital Advisors, LLC 0.23% 16,355 $377K
23 Timber Creek Capital Management LLC 0.23% 40,983 $941K
24 Ascentis Independent Advisors 0.22% 126,633 $2.9M
25 Csenge Advisory Group 0.20% 192,313 $4.4M
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBHF 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 IBHF?

More buyers than sellers — 74% buying: Last quarter: 116 funds were net buyers (28 opened a brand new position + 88 added to an existing one). Only 41 were sellers (29 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHF holders?

Strong quality — 25% AUM from major funds: 9 of 161 holders rank in the top 100 by AUM, accounting for 25% 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, 34% new: Of the 161 current holders: 46 (29%) held >2 years, 60 held 1–2 years, and 55 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.