Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — IBIB

Based on 16 hedge funds · latest filing: 2025 Q3 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IBIB 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.
📊

High ownership — 94% of 2.2Y peak

94% of all-time peak
16 funds currently hold this stock — 94% of the 2.2-year high of 17 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+60% 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

9 buying5 selling
Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📊

Peak discovery — momentum slowing

2 → 5 → 4 → 3 → 4 new funds/Q
New funds entering each quarter: 5 → 4 → 3 → 4. IBIB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: IBIB

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

Market Analysis: IBIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBIB

-- --
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
0.2
/ 10
conviction
Hedge Fund Positioning: IBIB
2026 Q1 Stats Unlock in 20 days 0 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 16 -100.0%
13F Shares 0 390K -100.0%
Total Value $0 $10M -100.0%
New Positions 0 4 -4
Increased Positions 0 5 -5
Closed Positions 16 3 +13
Reduced Positions 0 2 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBIB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

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

Top 16 institutional holders of IBIB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 High Note Wealth, LLC 0.98% 192,178 $4.9M
2 JIM SAULNIER & ASSOCIATES, LLC 0.26% 17,968 $458K
3 MKT Advisors LLC 0.13% 14,204 $359K
4 ARK & TLK INVESTMENTS, LLC 0.13% 16,473 $420K
5 Austin Private Wealth, LLC 0.02% 11,213 $286K
6 BARRETT & COMPANY, INC. 0.01% 1,000 $25K
7 CENTRAL TRUST Co 0.00% 5,109 $130K
8 Advisory Services Network, LLC 0.00% 3,977 $101K
9 DAVENPORT & Co LLC 0.00% 8,187 $209K
10 Creative Planning 0.00% 16,565 $422K
11 CITADEL ADVISORS LLC 0.00% 55,330 $1.4M
12 Allworth Financial LP 0.00% 1,843 $47K
13 OSAIC HOLDINGS, INC. 0.00% 4,158 $106K
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 23,383 $596K
15 GOLDMAN SACHS GROUP INC 0.00% 17,557 $448K
16 UBS Group AG 0.00% 638 $16K
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 (IBIB)

What does the Smart Money Trend signal show for IBIB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IBIB 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 IBIB?

More buyers than sellers — 64% buying: Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

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.