Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHF)

180 + 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
↑ +9
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — IBHF

Based on 181 hedge funds · latest filing: 2026 Q1 · 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
181 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 — +41% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+41% 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 — 60% buying

104 buying70 selling
Last quarter: 104 funds were net buyers (21 opened a brand new position + 83 added to an existing one). Only 70 were sellers (58 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 30 → 32 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 27% long-term, 38% new

■ 27% conviction (2yr+) ■ 36% medium ■ 38% new
Of the 181 current holders: 48 (27%) held >2 years, 65 held 1–2 years, and 68 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.
➡️

Steady discovery — ~21 new funds/quarter

24 → 20 → 30 → 32 → 21 new funds/Q
New funds entering each quarter: 20 → 30 → 32 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 48% new entrants

■ 26% veterans ■ 26% 1-2yr ■ 48% new
Of 181 current holders: 47 (26%) held 2+ years, 47 held 1–2 years, 87 (48%) 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
13 of 181 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.
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.

Institutional Sentiment Summary — IBHF

In 2026 Q1, 104 hedge funds were net buyers of IBHF (21 opened a new position, 83 added to an existing one), while 70 reduced or exited (58 trimmed, 12 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in IBHF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 181.

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

-- --

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

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

Signal Freshness measures how much IBHF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IBHF
-1.4%
SPY
+13.9%

IBHF outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IBHF
+0.1%
SPY
+0.2%

Since the filing became public, IBHF outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 10 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IBHF
180 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 180 172 4.65%
13F Shares 27M 30M -8.45%
Total Value $613M $682M -10.19%
New Positions 21 32 -11
Increased Positions 82 91 -9
Closed Positions 13 13 -
Reduced Positions 58 31 +27
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 Q1)

180 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Straightline Group LLC 10.40% 911,742 $20.9M
2 Littlejohn Financial Services, INC. 10.31% 597,952 $13.7M
3 Mid-American Wealth Advisory Group, Inc. 9.15% 938,450 $21.7M
4 Hurley Capital, LLC 7.03% 571,769 $13.1M
5 Cowa, LLC 6.87% 1,109,389 $25.5M
6 TABR Capital Management, LLC 5.15% 243,961 $5.6M
7 Delta Wealth Advisors LLC 4.95% 283,464 $6.5M
8 Ruggaard & Associates LLC 4.80% 528,264 $12.1M
9 Arrow Financial Corp 3.12% 1,349,454 $31.0M
10 Marathon Mission, Inc. 2.98% 223,377 $5.1M
11 Private Client Services, LLC 2.87% 418,276 $9.6M
12 Cornerstone Planning, LLC 2.23% 428,911 $9.9M
13 Centennial Advisors, LLC 2.17% 74,404 $1.7M
14 Lbmc Investment Advisors, LLC 1.57% 1,123,830 $25.8M
15 Eight 31 Financial, LLC 1.39% 100,477 $2.3M
16 Keeler Thomas Management LLC 1.28% 131,464 $3.0M
17 FF Advisors,LLC 1.27% 137,023 $3.1M
18 Tempus Wealth Planning, LLC 1.19% 226,276 $5.2M
19 Walser Wealth Management Company, A Ltd Liability Co 1.04% 101,324 $2.3M
20 Evexia Wealth LLC 1.03% 163,565 $3.7M
21 Brucke Financial, Inc. 0.98% 84,447 $1.9M
22 High Note Wealth, LLC 0.84% 186,431 $4.3M
23 Landing Point Financial Group, LLC 0.82% 73,667 $1.7M
24 Endowment Wealth Management, Inc. 0.82% 80,538 $1.8M
25 Scissortail Wealth Management, LLC 0.80% 172,807 $4.0M
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 — 60% buying: Last quarter: 104 funds were net buyers (21 opened a brand new position + 83 added to an existing one). Only 70 were sellers (58 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHF holders?

Strong quality — 27% AUM from major funds: 13 of 181 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 — 27% long-term, 38% new: Of the 181 current holders: 48 (27%) held >2 years, 65 held 1–2 years, and 68 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.

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

As of today, IBHF has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IBHF has gained -1.4% 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.

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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