Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — IBHH

Based on 101 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IBHH 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
101 hedge funds hold IBHH 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 — +102% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+102% 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 — 71% buying

70 buying28 selling
Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 16 → 24 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

21% conviction (2yr+) 29% medium 50% new
Only 21 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.
🚀

Acceleration phase — new buyers rushing in

4 → 12 → 16 → 24 → 21 new funds/Q
New funds entering each quarter: 12 → 16 → 24 → 21. 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 — 60% of holders entered in last year

19% veterans 21% 1-2yr 60% new
Of 101 current holders: 61 (60%) entered in the past year, only 19 (19%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
11 of 101 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.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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.

Institutional Sentiment Summary — IBHH

In 2026 Q1, 70 hedge funds were net buyers of IBHH (21 opened a new position, 49 added to an existing one), while 28 reduced or exited (21 trimmed, 7 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in IBHH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 101.

Hedge Fund Ownership: IBHH

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

Market Analysis: IBHH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHH

-- --

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

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

Signal Freshness measures how much IBHH 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 · 78d ago
IBHH
+0.1%
SPY
+15.9%

IBHH outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IBHH
+0.1%
SPY
+2.0%

Since the filing became public, IBHH outperformed SPY by -1.9% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: IBHH
101 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 101 87 16.09%
13F Shares 13M 11M 11.82%
Total Value $291M $267M 9.02%
New Positions 21 24 -3
Increased Positions 49 45 +4
Closed Positions 7 6 +1
Reduced Positions 21 8 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHH

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Institutional Holders (2026 Q1)

101 + investors

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

QUARTER:
Top 25 IBHH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Threadgill Financial, LLC 5.92% 868,688 $20.4M
2 Littlejohn Financial Services, INC. 3.75% 212,662 $5.0M
3 Lbmc Investment Advisors, LLC 2.49% 1,741,128 $40.9M
4 Mid-American Wealth Advisory Group, Inc. 1.57% 157,003 $3.7M
5 Ironwood Financial, llc 1.50% 365,319 $8.6M
6 Commonwealth Financial Services, LLC 1.34% 360,859 $8.5M
7 Baltimore-Washington Financial Advisors, Inc. 1.27% 1,250,806 $29.4M
8 Keeler Thomas Management LLC 1.25% 125,767 $3.0M
9 Straight Path Wealth Management 0.80% 128,120 $3.0M
10 Rialto Wealth Management, LLC 0.56% 106,936 $2.5M
11 River's Edge Wealth Management, LLC 0.38% 17,294 $408K
12 Kastel Capital Advisors, LLC 0.34% 23,556 $558K
13 Focused Alpha, LLC 0.30% 41,498 $974K
14 Wrapmanager Inc 0.28% 34,901 $819K
15 Mutual Advisors, LLC 0.17% 333,037 $7.8M
16 Heartland Bank & Trust Co 0.16% 30,711 $721K
17 Madden Advisory Services, Inc. 0.16% 17,499 $411K
18 M3 Advisory Group, LLC 0.16% 11,138 $261K
19 Tableaux LLC 0.15% 13,211 $310K
20 Cyr Financial Inc. 0.14% 9,923 $233K
21 Guidance Point Advisors, LLC 0.13% 24,183 $568K
22 Penobscot Investment Management Company, Inc. 0.13% 71,760 $1.7M
23 Walser Wealth Management Company, A Ltd Liability Co 0.12% 11,162 $262K
24 Orion Capital Management LLC 0.11% 14,000 $329K
25 Chicago Partners Investment Group LLC 0.11% 212,985 $5.0M
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 (IBHH)

What does the Smart Money Trend signal show for IBHH?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IBHH 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 IBHH?

More buyers than sellers — 71% buying: Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 28 were sellers (21 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHH holders?

Strong quality — 27% AUM from major funds: 11 of 101 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 IBHH?

Mostly new holders — 50% entered in last year: Only 21 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.

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

As of today, IBHH has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (March 31, 2026), IBHH has gained +0.1% vs +15.9% 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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