Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBHG)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
81%

Smart Money Signals — IBHG

Based on 111 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 IBHG 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
111 hedge funds hold IBHG 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 — +63% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+63% 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 — 81% buying

83 buying20 selling
Last quarter: 83 funds were net buyers (30 opened a brand new position + 53 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new IBHG position: 7 → 15 → 19 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

21% conviction (2yr+) 36% medium 43% new
Only 23 funds (21%) 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.
💰

Value +62% but shares only +24% — price-driven

Value
+62%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +62%, but actual share count only changed +24%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

25 → 7 → 15 → 19 → 30 new funds/Q
New funds entering each quarter: 7 → 15 → 19 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 64% of holders entered in last year

20% veterans 16% 1-2yr 64% new
Of 111 current holders: 71 (64%) entered in the past year, only 22 (20%) 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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
8 of 111 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IBHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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: IBHG

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

Market Analysis: IBHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHG

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IBHG
2026 Q1 Stats Unlock in 21 days 111 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 111 87 27.59%
13F Shares 12M 9M 24.49%
Total Value $344M $212M 62.34%
New Positions 30 19 +11
Increased Positions 53 44 +9
Closed Positions 6 13 -7
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

111 + investors

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

Top 25 institutional holders of IBHG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 THREADGILL FINANCIAL, LLC 6.19% 962,629 $21.3M
2 Mid-American Wealth Advisory Group, Inc. 1.97% 208,868 $4.7M
3 Centennial Advisors, LLC 1.55% 54,927 $1.2M
4 Straight Path Wealth Management 0.75% 127,576 $2.8M
5 EVEXIA WEALTH LLC 0.71% 116,882 $2.6M
6 Ironwood Financial, llc 0.64% 165,529 $3.7M
7 Walser Wealth Management Company, A Ltd Liability Co 0.50% 49,838 $1.1M
8 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.41% 19,600 $435K
9 BridgePort Financial Solutions, LLC 0.34% 54,580 $1.2M
10 Kastel Capital Advisors, LLC 0.34% 24,762 $553K
11 LITTLEJOHN FINANCIAL SERVICES, INC. 0.31% 18,627 $412K
12 Timber Creek Capital Management LLC 0.17% 31,076 $688K
13 J.W. COLE ADVISORS, INC. 0.17% 222,613 $4.9M
14 Aspen Wealth Management LLC 0.12% 26,802 $593K
15 Friedenthal Financial 0.08% 7,319 $162K
16 Klaas Financial Asset Advisors, LLC 0.08% 26,269 $581K
17 BEACON FINANCIAL PLANNING, INC 0.08% 9,168 $203K
18 Windsor Capital Management, LLC 0.07% 11,050 $245K
19 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.05% 30,000 $664K
20 Mayflower Financial Advisors, LLC 0.04% 15,662 $347K
21 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% 135,973 $3.0M
22 BIP Wealth, LLC 0.03% 34,139 $755K
23 KPP Advisory Services LLC 0.03% 9,340 $207K
24 Activest Wealth Management 0.03% 6,740 $149K
25 IFP Advisors, Inc 0.02% 54,131 $1.2M
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 (IBHG)

What does the Smart Money Trend signal show for IBHG?

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

More buyers than sellers — 81% buying: Last quarter: 83 funds were net buyers (30 opened a brand new position + 53 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHG holders?

Elite ownership — 42% AUM from top-100 funds: 8 of 111 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IBHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBHG?

Mostly new holders — 43% entered in last year: Only 23 funds (21%) 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.