Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES BITCOIN TRUST ETF (IBIT)

2K + Investors. Track Smart Money conviction in IBIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — IBIT

Based on 1555 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IBIT 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
1,555 hedge funds hold IBIT 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 — +51% more funds vs a year ago

fund count last 6Q
+523 new funds entered over the past year (+51% 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 — 61% buying

1040 buying656 selling
Last quarter: 1,040 funds were net buyers (281 opened a brand new position + 759 added to an existing one). Only 656 were sellers (418 trimmed + 238 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 226 → 310 → 296 → 281. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 37% entered in last year

■ 5% conviction (2yr+) ■ 58% medium ■ 37% new
Only 73 funds (5%) 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.
💎

Buying through price weakness — shares -9%, value -84%

Value
-83%
Shares
-9%
Last quarter: funds added -9% more shares while total portfolio value only changed -84%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~281 new funds/quarter

441 → 226 → 310 → 296 → 281 new funds/Q
New funds entering each quarter: 226 → 310 → 296 → 281. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

■ 1% veterans ■ 37% 1-2yr ■ 61% new
Of 1,665 current holders: 1,023 (61%) entered in the past year, only 19 (1%) 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
23 of 1555 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Hedge Fund Ownership: IBIT

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

Market Analysis: IBIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBIT

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

85 top-rated funds 54 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
6.6
/ 10
conviction
Hedge Fund Positioning: IBIT
2026 Q1 Stats Unlock in 20 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1665 1625 2.46%
13F Shares 676M 744M -9.23%
Total Value $37.74B $234.81B -83.93%
New Positions 295 304 -9
Increased Positions 897 948 -51
Closed Positions 246 119 +127
Reduced Positions 533 361 +172
Total Calls 84 79 6.33%
Total Puts 57 54 5.56%
PUT/CALL Ratio 0.68 0.68 Bullish

Statistics: IBIT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

2K + investors

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

Top 25 institutional holders of IBIT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rising Stella Capital Pte. Ltd 13.95% 775,735 $29.8M
2 SJBENEN ADVISORY, LLC 9.16% 285,600 $11.0M
3 Verde Servicos Internacionais S.A. 7.72% 655,774 $25K
4 Consolidated Portfolio Review Corp 7.51% 2,142,185 $82.3M
5 Oxler Private Wealth LLC 6.68% 555,190 $21.3M
6 Marex Group plc 5.78% 6,306,524 $215.3M
7 Bayshore Capital Advisors, LLC 4.53% 279,119 $10.7M
8 Titiun Yejiel 3.72% 62,500 $3.1M
9 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3.47% 658,879 $25.3M
10 Upper Left Wealth Management, LLC 3.43% 151,374 $5.8M
11 Corecam Pte. Ltd. 3.39% 203,500 $7.8M
12 Clear Point Advisors Inc. 3.37% 60,648 $4.4M
13 QUATTRO FINANCIAL ADVISORS LLC 3.22% 276,835 $10.7M
14 Estate Planners Group, LLC 2.95% 136,974 $6.8M
15 BigSur Wealth Management LLC 2.89% 268,401 $10.3M
16 Sara-Bay Financial 2.78% 240,935 $9.3M
17 Strong Tower Advisory Services 2.75% 379,872 $14.6M
18 Encompass More Asset Management 2.71% 420,278 $16.1M
19 VCI Wealth Management LLC 2.51% 235,487 $9.0M
20 Q Fund Management (Hong Kong) Ltd 2.42% 52,000 $2.6M
21 PROATHLETE WEALTH MANAGEMENT LLC 2.33% 216,802 $8.4M
22 Corecam AG 2.24% 68,550 $2.6M
23 FORTE ASSET MANAGEMENT LLC 2.24% 132,895 $5.1M
24 Broussard Financial Group LLC 2.17% 70,478 $2.7M
25 Verde Capital Management 2.16% 262,459 $10.1M
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 BITCOIN TRUST ETF (IBIT)

What does the Smart Money Trend signal show for IBIT?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IBIT 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 IBIT?

More buyers than sellers — 61% buying: Last quarter: 1,040 funds were net buyers (281 opened a brand new position + 759 added to an existing one). Only 656 were sellers (418 trimmed + 238 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIT holders?

Smaller funds dominant — 11% AUM from top-100: 23 of 1555 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 IBIT?

Mostly new holders — 37% entered in last year: Only 73 funds (5%) 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.

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.