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

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

As of today, IBHJ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IBHJ gained nan% vs +15.1% 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 (IBHJ)

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

Smart Money Signals — IBHJ

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added IBHJ 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

47 hedge funds hold IBHJ 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 — +135% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+135% 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 — 78% buying

32 buying9 selling

Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 10 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 15% conviction (2yr+) ■ 30% medium ■ 55% new

Only 7 funds (15%) 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.

📈

Growing discovery — still being found

4 → 3 → 10 → 9 → 12 new funds/Q

New funds entering each quarter: 3 → 10 → 9 → 12. A growing number of institutions are discovering IBHJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 64% of holders entered in last year

■ 9% veterans ■ 28% 1-2yr ■ 64% new

Of 47 current holders: 30 (64%) entered in the past year, only 4 (9%) 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.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

7 of 47 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.9

out of 10

Moderate Exit Risk

Exit risk score 5.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	47	37	27.03%
13F Shares	2M	2M	23.91%
Total Value	$58M	$48M	22.19%
New Positions	12	9	+3
Increased Positions	20	21	-1
Closed Positions	2	3	-1
Reduced Positions	7	4	+3
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

27.03%

13F Shares

23.91%

Total Value

$58M

$48M

22.19%

New Positions

Increased Positions

-1

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

47 + investors

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

QUARTER:

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

Top 25 IBHJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marathon Mission, Inc.	3.11%	203,575	$5.3M
2	Lbmc Investment Advisors, LLC	1.49%	933,587	$24.5M
3	Straight Path Wealth Management	0.52%	73,952	$1.9M
4	Keeler Thomas Management LLC	0.31%	28,357	$744K
5	Wrapmanager Inc	0.28%	31,043	$814K
6	Focused Alpha, LLC	0.19%	23,941	$628K
7	Tableaux LLC	0.12%	9,337	$245K
8	Chicago Partners Investment Group LLC	0.11%	189,504	$5.0M
9	Threadgill Financial, LLC	0.07%	9,621	$252K
10	Aspen Wealth Management LLC	0.06%	11,292	$296K
11	Ellis Investment Partners, LLC	0.04%	9,444	$248K
12	CNB Bank	0.03%	3,150	$83K
13	Stockman Wealth Management, Inc.	0.03%	11,060	$290K
14	Orion Capital Management LLC	0.03%	3,000	$79K
15	Barrett & Company, INC.	0.02%	2,740	$72K
16	First Western Trust Bank	0.02%	18,608	$488K
17	Segment Wealth Management, LLC	0.02%	12,925	$339K
18	Integrated Wealth Concepts LLC	0.01%	58,397	$1.5M
19	Freestone Capital Holdings, LLC	0.01%	13,335	$350K
20	High Note Wealth, LLC	0.01%	1,877	$49K
21	IFP Advisors, Inc	0.01%	11,026	$289K
22	Ascentis Independent Advisors	0.01%	2,600	$68K
23	Kestra Private Wealth Services, LLC	0.00%	13,165	$345K
24	Mercer Global Advisors Inc /Adv	0.00%	85,160	$2.2M
25	Stratos Wealth Partners, LTD.	0.00%	7,877	$207K

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 (IBHJ)

What does the Smart Money Trend signal show for IBHJ?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added IBHJ 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 IBHJ?

More buyers than sellers — 78% buying: Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHJ holders?

Smaller funds dominant — 13% AUM from top-100: 7 of 47 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBHJ?

Mostly new holders — 55% entered in last year: Only 7 funds (15%) 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 (IBHJ) following the 2026 Q1 hedge fund 13F filings?

As of today, IBHJ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IBHJ has gained nan% vs +15.1% 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 (IBHJ)

Smart Money Signals — IBHJ

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +135% more funds vs a year ago

More buyers than sellers — 78% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 55% entered in last year

Growing discovery — still being found

Early stage — 64% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — IBHJ

Hedge Fund Ownership: IBHJ

Market Analysis: IBHJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBHJ

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

Hedge Fund Positioning: IBHJ

Statistics: IBHJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBHJ)

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