Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — IBHG

Based on 134 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
134 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 — +56% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+56% 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 — 64% buying

81 buying45 selling
Last quarter: 81 funds were net buyers (19 opened a brand new position + 62 added to an existing one). Only 45 were sellers (33 trimmed + 12 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: 19 → 30 → 20 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 23% conviction (2yr+) ■ 40% medium ■ 37% new
Only 31 funds (23%) 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.
📊

Peak discovery — momentum slowing

17 → 19 → 30 → 20 → 19 new funds/Q
New funds entering each quarter: 19 → 30 → 20 → 19. IBHG 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 — 22% veterans, 51% new entrants

■ 22% veterans ■ 27% 1-2yr ■ 51% new
Of 134 current holders: 30 (22%) held 2+ years, 36 held 1–2 years, 68 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 133 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — IBHG

In 2026 Q2, 81 hedge funds were net buyers of IBHG (19 opened a new position, 62 added to an existing one), while 45 reduced or exited (33 trimmed, 12 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in IBHG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 134.

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

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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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: IBHG
132 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 132 127 3.94%
13F Shares 14M 12M 20.07%
Total Value $312M $260M 19.97%
New Positions 18 20 -2
Increased Positions 62 59 +3
Closed Positions 12 9 +3
Reduced Positions 33 31 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHG

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Institutional Holders (2026 Q2)

132 + investors

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

QUARTER:
Top 25 IBHG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrow Financial Corp 2.95% 1,491,682 $32.9M
2 Lbmc Investment Advisors, LLC 2.12% 1,772,416 $39.1M
3 Centennial Advisors, LLC 1.61% 61,291 $1.4M
4 Mid-American Wealth Advisory Group, Inc. 1.56% 195,817 $4.3M
5 Eight 31 Financial, LLC 1.41% 107,168 $2.4M
6 Carr Financial Group Corp 0.77% 150,853 $3.3M
7 Straight Path Wealth Management 0.70% 135,333 $3.0M
8 Walser Wealth Management Company, A Ltd Liability Co 0.69% 75,618 $1.7M
9 Littlejohn Financial Services, INC. 0.69% 42,898 $947K
10 Ironwood Financial, llc 0.69% 199,317 $4.4M
11 Collaborative Fund Advisors, LLC 0.68% 53,208 $1.2M
12 Keeler Thomas Management LLC 0.53% 67,454 $1.5M
13 Evexia Wealth LLC 0.48% 80,369 $1.8M
14 River's Edge Wealth Management, LLC 0.38% 19,719 $434K
15 Commonwealth Financial Services, LLC 0.36% 120,403 $2.7M
16 Kastel Capital Advisors, LLC 0.35% 24,869 $550K
17 BridgePort Financial Solutions, LLC 0.31% 54,580 $1.2M
18 Bullock Wealth Management Group 0.29% 30,606 $672K
19 Focused Alpha, LLC 0.27% 47,815 $1.1M
20 Boreal Capital Management LLC 0.25% — $340K
21 Kurv Investment Management LLC 0.24% 18,032 $398K
22 Wrapmanager Inc 0.23% 33,213 $733K
23 Cowa, LLC 0.23% 41,195 $910K
24 Madden Advisory Services, Inc. 0.20% 25,325 $559K
25 Heartland Bank & Trust Co 0.18% 39,171 $865K
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 — 5 quarters in a row: For 5 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 — 64% buying: Last quarter: 81 funds were net buyers (19 opened a brand new position + 62 added to an existing one). Only 45 were sellers (33 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHG holders?

Strong quality — 34% AUM from major funds: 14 of 133 holders rank in the top 100 by AUM, accounting for 34% 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 IBHG?

Mostly new holders — 37% entered in last year: Only 31 funds (23%) 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.

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