Ishares Tr (IBHI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IBHI has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IBHI gained +0.5% vs +14.9% 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.

Ishares Tr (IBHI)

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

Smart Money Signals — IBHI

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IBHI 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

89 hedge funds hold IBHI 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 — +68% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+68% 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 — 76% buying

64 buying20 selling

Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new IBHI position: 7 → 12 → 15 → 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 16 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

11 → 7 → 12 → 15 → 23 new funds/Q

New funds entering each quarter: 7 → 12 → 15 → 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 — 57% of holders entered in last year

■ 18% veterans ■ 25% 1-2yr ■ 57% new

Of 89 current holders: 51 (57%) entered in the past year, only 16 (18%) 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 — 35% AUM from major funds

35% from top-100 AUM funds

11 of 89 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	88	74	18.92%
13F Shares	10M	8M	21.9%
Total Value	$234M	$197M	18.79%
New Positions	22	15	+7
Increased Positions	41	35	+6
Closed Positions	8	5	+3
Reduced Positions	12	10	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

18.92%

13F Shares

10M

21.9%

Total Value

$234M

$197M

18.79%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

88 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Littlejohn Financial Services, INC.	4.41%	251,958	$5.9M
2	Delta Wealth Advisors LLC	3.87%	218,408	$5.1M
3	Threadgill Financial, LLC	3.29%	486,139	$11.3M
4	Scissortail Wealth Management, LLC	2.27%	485,371	$11.3M
5	Lbmc Investment Advisors, LLC	2.08%	1,467,776	$34.2M
6	Bradley & Co. Private Wealth Management, LLC	1.78%	144,942	$3.4M
7	Commonwealth Financial Services, LLC	1.30%	351,976	$8.2M
8	Keeler Thomas Management LLC	1.17%	118,244	$2.8M
9	Straight Path Wealth Management	0.72%	116,548	$2.7M
10	Baltimore-Washington Financial Advisors, Inc.	0.66%	652,314	$15.2M
11	Cyr Financial Inc.	0.48%	35,168	$819K
12	Ironwood Financial, llc	0.42%	103,945	$2.4M
13	River's Edge Wealth Management, LLC	0.35%	15,702	$369K
14	Wrapmanager Inc	0.28%	35,047	$816K
15	Focused Alpha, LLC	0.28%	38,915	$906K
16	Penobscot Investment Management Company, Inc.	0.13%	72,335	$1.7M
17	Heartland Bank & Trust Co	0.13%	24,981	$582K
18	Ruggaard & Associates LLC	0.13%	13,694	$319K
19	Daviman Financial, LLC	0.13%	9,087	$212K
20	Ameraudi Asset Management, Inc.	0.12%	9,609	$224K
21	Tableaux LLC	0.12%	10,249	$239K
22	Madden Advisory Services, Inc.	0.10%	10,662	$248K
23	High Note Wealth, LLC	0.08%	18,185	$423K
24	Aspen Wealth Management LLC	0.08%	17,353	$404K
25	Headinvest, LLC	0.07%	14,028	$327K

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 (IBHI)

What does the Smart Money Trend signal show for IBHI?

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

More buyers than sellers — 76% buying: Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHI holders?

Strong quality — 35% AUM from major funds: 11 of 89 holders rank in the top 100 by AUM, accounting for 35% 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 IBHI?

Mostly new holders — 48% entered in last year: Only 16 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.

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

As of today, IBHI has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IBHI has gained +0.5% vs +14.9% 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.

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Ishares Tr (IBHI)

Smart Money Signals — IBHI

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +68% more funds vs a year ago

More buyers than sellers — 76% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 48% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 57% of holders entered in last year

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — IBHI

Hedge Fund Ownership: IBHI

Market Analysis: IBHI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBHI

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

Hedge Fund Positioning: IBHI

Statistics: IBHI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBHI)

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