Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBHH)

85 + 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
↑ +17
Streak
3Q ▲
Buyers last Q
83%

Smart Money Signals — IBHH

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
85 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 — +67% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+67% 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 — 83% buying

67 buying14 selling
Last quarter: 67 funds were net buyers (23 opened a brand new position + 44 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new IBHH position: 3 → 12 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 48% entered in last year

18% conviction (2yr+) 34% medium 48% new
Only 15 funds (18%) 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

17 → 3 → 12 → 16 → 23 new funds/Q
New funds entering each quarter: 3 → 12 → 16 → 23. 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 — 62% of holders entered in last year

12% veterans 26% 1-2yr 62% new
Of 85 current holders: 53 (62%) entered in the past year, only 10 (12%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
8 of 85 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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: 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

-- --
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
1.8
/ 10
conviction
Hedge Fund Positioning: IBHH
2026 Q1 Stats Unlock in 19 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 68 25.0%
13F Shares 11M 9M 23.92%
Total Value $265M $215M 23.68%
New Positions 23 16 +7
Increased Positions 44 36 +8
Closed Positions 6 8 -2
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHH

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of IBHH — 2025 Q4 · 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 Mid-American Wealth Advisory Group, Inc. 1.57% 157,003 $3.7M
4 Ironwood Financial, llc 1.50% 365,319 $8.6M
5 Straight Path Wealth Management 0.80% 128,120 $3.0M
6 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.38% 17,294 $408K
7 Kastel Capital Advisors, LLC 0.34% 23,556 $558K
8 M3 Advisory Group, LLC 0.16% 11,138 $261K
9 Cyr Financial Inc. 0.14% 9,923 $233K
10 Penobscot Investment Management Company, Inc. 0.13% 71,760 $1.7M
11 Walser Wealth Management Company, A Ltd Liability Co 0.12% 11,162 $262K
12 Aspen Wealth Management LLC 0.10% 21,543 $506K
13 Robertson Stephens Wealth Management, LLC 0.08% 123,680 $2.9M
14 Klaas Financial Asset Advisors, LLC 0.07% 21,329 $501K
15 Windsor Capital Management, LLC 0.07% 10,161 $238K
16 Stratos Wealth Partners, LTD. 0.04% 167,594 $3.9M
17 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.03% 20,296 $476K
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 70,450 $1.7M
19 1900 WEALTH MANAGEMENT LLC 0.01% 9,711 $228K
20 Ascentis Independent Advisors 0.01% 8,020 $188K
21 Segment Wealth Management, LLC 0.01% 9,980 $234K
22 OneAscent Financial Services LLC 0.01% 8,611 $202K
23 IFP Advisors, Inc 0.01% 20,561 $483K
24 Cambridge Investment Research Advisors, Inc. 0.01% 105,558 $2K
25 GAMMA Investing LLC 0.01% 5,503 $129K
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 — 3 quarters in a row: For 3 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 — 83% buying: Last quarter: 67 funds were net buyers (23 opened a brand new position + 44 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHH holders?

Strong quality — 20% AUM from major funds: 8 of 85 holders rank in the top 100 by AUM, accounting for 20% 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 — 48% entered in last year: Only 15 funds (18%) 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.