Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
73%

Smart Money Signals — IBHK

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IBHK 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
33 hedge funds hold IBHK right now — the highest count in 2.0 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 — +175% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+175% 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 — 73% buying

19 buying7 selling
Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (7 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~7 new funds/quarter

4 → 3 → 11 → 6 → 7 new funds/Q
New funds entering each quarter: 3 → 11 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 79% of holders entered in last year

■ 0% veterans ■ 21% 1-2yr ■ 79% new
Of 33 current holders: 26 (79%) entered in the past year, only 0 (0%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
7 of 33 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — IBHK

In 2026 Q1, 19 hedge funds were net buyers of IBHK (7 opened a new position, 12 added to an existing one), while 7 reduced or exited (7 trimmed their position) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: IBHK

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

Market Analysis: IBHK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHK

-- --

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

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

Signal Freshness measures how much IBHK 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 · 84d ago
IBHK
+0.9%
SPY
+14.9%

IBHK outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
IBHK
+0.7%
SPY
+1.1%

Since the filing became public, IBHK outperformed SPY by -0.4% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IBHK
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 26 26.92%
13F Shares 969K 900K 7.65%
Total Value $25M $23M 5.97%
New Positions 7 6 +1
Increased Positions 12 17 -5
Closed Positions 0 2 -2
Reduced Positions 7 2 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHK

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 IBHK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lbmc Investment Advisors, LLC 0.75% 485,609 $12.4M
2 Straight Path Wealth Management 0.44% 64,751 $1.6M
3 Keeler Thomas Management LLC 0.41% 38,303 $975K
4 Wrapmanager Inc 0.28% 31,862 $811K
5 Focused Alpha, LLC 0.14% 17,474 $445K
6 Reliant Wealth Planning 0.08% 10,067 $256K
7 Aspen Wealth Management LLC 0.06% 11,586 $295K
8 Ellis Investment Partners, LLC 0.04% 9,693 $247K
9 CNB Bank 0.03% 3,240 $82K
10 Orion Capital Management LLC 0.03% 3,000 $76K
11 First Western Trust Bank 0.02% 19,143 $487K
12 Barrett & Company, INC. 0.02% 2,474 $63K
13 Segment Wealth Management, LLC 0.01% 9,150 $233K
14 Integrated Wealth Concepts LLC 0.01% 53,965 $1.4M
15 Freestone Capital Holdings, LLC 0.01% 10,390 $264K
16 Ascentis Independent Advisors 0.00% 2,550 $65K
17 Kestra Private Wealth Services, LLC 0.00% 12,761 $325K
18 IFP Advisors, Inc 0.00% 1,599 $41K
19 Bogart Wealth, LLC 0.00% 578 $15K
20 Captrust Financial Advisors 0.00% 12,030 $306K
21 LPL Financial LLC 0.00% 58,456 $1.5M
22 Sound Income Strategies, LLC 0.00% 270 $7K
23 Osaic Holdings, INC. 0.00% 3,349 $85K
24 Jane Street Group, LLC 0.00% 28,734 $731K
25 Raymond James Financial Inc 0.00% 9,410 $239K
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 (IBHK)

What does the Smart Money Trend signal show for IBHK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IBHK 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 IBHK?

More buyers than sellers — 73% buying: Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (7 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHK holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 33 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBHK?

Mostly new holders — 64% entered in last year: Only 0 funds (0%) 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 (IBHK) following the 2026 Q1 hedge fund 13F filings?

As of today, IBHK has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), IBHK has gained +0.9% 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.

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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