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

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

As of today, IBIE has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), IBIE gained +0.3% 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 (IBIE)

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

Smart Money Signals — IBIE

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IBIE 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

31 hedge funds hold IBIE 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 — +121% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+121% 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 — 75% buying

18 buying6 selling

Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 8 → 3 → 8. 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

■ 10% conviction (2yr+) ■ 45% medium ■ 45% new

Only 3 funds (10%) 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.

📊

Peak discovery — momentum slowing

5 → 8 → 8 → 3 → 8 new funds/Q

New funds entering each quarter: 8 → 8 → 3 → 8. IBIE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 74% of holders entered in last year

■ 6% veterans ■ 19% 1-2yr ■ 74% new

Of 31 current holders: 23 (74%) entered in the past year, only 2 (6%) 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 — 3% AUM from top-100

3% from top-100 AUM funds

4 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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	30	26	15.38%
13F Shares	3M	3M	8.66%
Total Value	$73M	$67M	9.76%
New Positions	7	3	+4
Increased Positions	10	15	-5
Closed Positions	3	3	-
Reduced Positions	3	2	+1
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

15.38%

13F Shares

8.66%

Total Value

$73M

$67M

9.76%

New Positions

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:

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

Top 25 IBIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TRUE Private Wealth Advisors	3.70%	1,480,282	$38.8M
2	Quantum Financial Advisors, LLC	0.98%	333,378	$8.7M
3	Addison Advisors LLC	0.63%	108,907	$2.9M
4	Briggs Wealth Management, Inc	0.49%	17,480	$459K
5	Jim Saulnier & Associates, LLC	0.43%	33,763	$886K
6	Bradley & Co. Private Wealth Management, LLC	0.33%	23,964	$629K
7	North Star Investment Management Corp.	0.31%	196,038	$5.1M
8	4Thought Financial Group Inc.	0.17%	13,402	$352K
9	MKT Advisors LLC	0.15%	17,506	$459K
10	Ark & Tlk Investments, LLC	0.13%	17,909	$470K
11	Strategic Financial Concepts, LLC	0.07%	10,770	$283K
12	Penobscot Investment Management Company, Inc.	0.07%	33,500	$879K
13	CENTRAL TRUST Co	0.04%	84,085	$2.2M
14	Clark Asset Management, LLC	0.02%	10,109	$265K
15	Barrett & Company, INC.	0.01%	1,000	$26K
16	McIlrath & Eck, LLC	0.00%	1,606	$42K
17	Osaic Holdings, INC.	0.00%	42,940	$1.1M
18	Beacon Pointe Advisors, LLC	0.00%	10,332	$271K
19	Asset Dedication, LLC	0.00%	767	$20K
20	Raymond James Financial Inc	0.00%	162,434	$4.3M
21	Farther Finance Advisors, LLC	0.00%	4,907	$128K
22	Tower Research Capital LLC (TRC)	0.00%	981	$26K
23	Cerity Partners LLC	0.00%	17,416	$457K
24	Parallel Advisors, LLC	0.00%	1,144	$30K
25	Creative Planning	0.00%	13,897	$365K

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 (IBIE)

What does the Smart Money Trend signal show for IBIE?

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

More buyers than sellers — 75% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIE holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBIE?

Mostly new holders — 45% entered in last year: Only 3 funds (10%) 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 (IBIE) following the 2026 Q1 hedge fund 13F filings?

As of today, IBIE has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), IBIE has gained +0.3% 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 (IBIE)

Smart Money Signals — IBIE

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +121% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 45% entered in last year

Peak discovery — momentum slowing

Early stage — 74% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — IBIE

Hedge Fund Ownership: IBIE

Market Analysis: IBIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBIE

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

Hedge Fund Positioning: IBIE

Statistics: IBIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBIE)

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