Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHH)

103 + 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
↑ +4
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — IBHH

Based on 105 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 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
105 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 — +69% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+69% 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

70 buying39 selling
Last quarter: 70 funds were net buyers (18 opened a brand new position + 52 added to an existing one). Only 39 were sellers (25 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 24 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 45% new

26% conviction (2yr+) 30% medium 45% new
Of the 105 current holders: 27 (26%) held >2 years, 31 held 1–2 years, and 47 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 — ~18 new funds/quarter

13 → 16 → 24 → 21 → 18 new funds/Q
New funds entering each quarter: 16 → 24 → 21 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 59% of holders entered in last year

26% veterans 15% 1-2yr 59% new
Of 105 current holders: 62 (59%) entered in the past year, only 27 (26%) 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 — 31% AUM from major funds

31% from top-100 AUM funds
12 of 104 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q2, 70 hedge funds were net buyers of IBHH (18 opened a new position, 52 added to an existing one), while 39 reduced or exited (25 trimmed, 14 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in IBHH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 105.

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

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

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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
1.6
/ 10
conviction
Hedge Fund Positioning: IBHH
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 101 1.98%
13F Shares 13M 13M 1.87%
Total Value $298M $291M 2.32%
New Positions 18 21 -3
Increased Positions 52 49 +3
Closed Positions 15 8 +7
Reduced Positions 25 21 +4
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 Q2)

103 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Littlejohn Financial Services, INC. 3.68% 215,473 $5.1M
2 Lbmc Investment Advisors, LLC 2.47% 1,937,560 $45.5M
3 Ironwood Financial, llc 1.52% 417,145 $9.7M
4 Baltimore-Washington Financial Advisors, Inc. 1.14% 1,303,117 $30.6M
5 Talisman Wealth Advisors LLC 1.10% 21,786 $1.5M
6 Straight Path Wealth Management 0.75% 136,499 $3.2M
7 Keeler Thomas Management LLC 0.52% 62,811 $1.5M
8 Rialto Wealth Management, LLC 0.50% 106,761 $2.5M
9 River's Edge Wealth Management, LLC 0.36% 17,410 $408K
10 Kastel Capital Advisors, LLC 0.35% 23,669 $556K
11 Commonwealth Financial Services, LLC 0.33% 106,081 $2.5M
12 Bullock Wealth Management Group 0.29% 28,221 $660K
13 Focused Alpha, LLC 0.28% 46,879 $1.1M
14 Walser Wealth Management Company, A Ltd Liability Co 0.27% 27,204 $639K
15 Wrapmanager Inc 0.23% 31,220 $734K
16 Guidance Point Advisors, LLC 0.18% 35,701 $839K
17 Heartland Bank & Trust Co 0.17% 35,146 $826K
18 Boreal Capital Management LLC 0.16% $221K
19 Mutual Advisors, LLC 0.16% 368,107 $8.7M
20 Penobscot Investment Management Company, Inc. 0.16% 98,060 $2.3M
21 High Note Wealth, LLC 0.16% 39,163 $920K
22 Madden Advisory Services, Inc. 0.16% 18,444 $433K
23 Aspen Wealth Management LLC 0.15% 37,415 $879K
24 Fiduciary Financial Advisors 0.14% 56,671 $1.3M
25 Cyr Financial Inc. 0.13% 10,393 $244K
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 — 5 quarters in a row: For 5 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 — 64% buying: Last quarter: 70 funds were net buyers (18 opened a brand new position + 52 added to an existing one). Only 39 were sellers (25 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHH holders?

Strong quality — 31% AUM from major funds: 12 of 104 holders rank in the top 100 by AUM, accounting for 31% 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?

Mixed — 26% long-term, 45% new: Of the 105 current holders: 27 (26%) held >2 years, 31 held 1–2 years, and 47 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.

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