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

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

As of today, IBIC has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), IBIC gained +0.6% vs +13.9% 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 (IBIC)

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

Smart Money Signals — IBIC

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added IBIC 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

29 hedge funds hold IBIC right now — the highest count in 2.8 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 — +71% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+71% 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 sellers than buyers — 44% buying

11 buying14 selling

Last quarter: 14 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 5 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 45% entered in last year

■ 14% conviction (2yr+) ■ 41% medium ■ 45% new

Only 4 funds (14%) 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

6 → 6 → 5 → 6 → 7 new funds/Q

New funds entering each quarter: 6 → 5 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 66% of holders entered in last year

■ 10% veterans ■ 24% 1-2yr ■ 66% new

Of 29 current holders: 19 (66%) entered in the past year, only 3 (10%) 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 — 11% AUM from top-100

11% from top-100 AUM funds

5 of 29 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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	28	27	3.7%
13F Shares	1M	1M	1.82%
Total Value	$30M	$29M	3.29%
New Positions	6	6	-
Increased Positions	4	11	-7
Closed Positions	5	0	+5
Reduced Positions	9	7	+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

3.7%

13F Shares

1.82%

Total Value

$30M

$29M

3.29%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

28 + investors

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

QUARTER:

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

Top 25 IBIC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Quantum Financial Advisors, LLC	0.96%	330,117	$8.6M
2	High Note Wealth, LLC	0.73%	143,177	$3.7M
3	Addison Advisors LLC	0.59%	102,743	$2.7M
4	4Thought Financial Group Inc.	0.18%	13,742	$356K
5	MKT Advisors LLC	0.16%	18,334	$475K
6	Jim Saulnier & Associates, LLC	0.14%	10,987	$285K
7	Ark & Tlk Investments, LLC	0.12%	16,917	$439K
8	Bradley & Co. Private Wealth Management, LLC	0.05%	3,667	$95K
9	CENTRAL TRUST Co	0.02%	46,810	$1.2M
10	Barrett & Company, INC.	0.01%	1,000	$26K
11	Focus Financial Network, Inc.	0.01%	8,297	$215K
12	Sigma Planning Corp	0.01%	8,784	$228K
13	Tower Research Capital LLC (TRC)	0.01%	7,692	$199K
14	Osaic Holdings, INC.	0.00%	42,686	$1.1M
15	Beacon Pointe Advisors, LLC	0.00%	10,350	$268K
16	DAVENPORT & Co LLC	0.00%	8,844	$229K
17	Raymond James Financial Inc	0.00%	154,272	$4.0M
18	Asset Dedication, LLC	0.00%	501	$13K
19	Parallel Advisors, LLC	0.00%	1,168	$30K
20	Creative Planning	0.00%	25,059	$650K
21	Allworth Financial LP	0.00%	4,117	$107K
22	Cerity Partners LLC	0.00%	11,403	$296K
23	LPL Financial LLC	0.00%	49,752	$1.3M
24	Citadel Advisors LLC	0.00%	37,843	$981K
25	BlackRock, Inc.	0.00%	102,178	$2.6M

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 (IBIC)

What does the Smart Money Trend signal show for IBIC?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IBIC 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 IBIC?

More sellers than buyers — 44% buying: Last quarter: 14 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IBIC holders?

Smaller funds dominant — 11% AUM from top-100: 5 of 29 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBIC?

Mostly new holders — 45% entered in last year: Only 4 funds (14%) 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 (IBIC) following the 2026 Q1 hedge fund 13F filings?

As of today, IBIC has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), IBIC has gained +0.6% vs +13.9% 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 (IBIC)

Smart Money Signals — IBIC

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +71% more funds vs a year ago

More sellers than buyers — 44% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 45% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 66% of holders entered in last year

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — IBIC

Hedge Fund Ownership: IBIC

Market Analysis: IBIC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBIC

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

Hedge Fund Positioning: IBIC

Statistics: IBIC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBIC)

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