Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — IBMO

Based on 193 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 IBMO 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
193 hedge funds hold IBMO 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

82 buying72 selling
Last quarter: 82 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 22 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
100 out of 193 hedge funds have held IBMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

9 → 16 → 17 → 22 → 27 new funds/Q
New funds entering each quarter: 16 → 17 → 22 → 27. A growing number of institutions are discovering IBMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 23% 1-2yr ■ 27% new
Of 193 current holders: 96 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
17 of 193 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IBMO

In 2026 Q1, 82 hedge funds were net buyers of IBMO (27 opened a new position, 55 added to an existing one), while 72 reduced or exited (57 trimmed, 15 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in IBMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 193.

Hedge Fund Ownership: IBMO

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

Market Analysis: IBMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBMO

-- --

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

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

Signal Freshness measures how much IBMO 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 · 74d ago
IBMO
+0.0%
SPY
+14.1%

IBMO outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
IBMO
+0.0%
SPY
+0.3%

Since the filing became public, IBMO outperformed SPY by -0.3% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: IBMO
192 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 192 181 6.08%
13F Shares 18M 19M -4.46%
Total Value $458M $503M -8.97%
New Positions 27 22 +5
Increased Positions 55 69 -14
Closed Positions 16 17 -1
Reduced Positions 56 42 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMO

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Institutional Holders (2026 Q1)

192 + investors

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

QUARTER:
Top 25 IBMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rossmore Private Capital 3.25% 1,443,287 $37.0M
2 Wolfstich Capital, LLC 1.77% 83,383 $2.0M
3 Paradiem, LLC 1.66% 294,149 $7.5M
4 Summitpoint Capital Management 1.50% 45,990 $1.2M
5 Kastel Capital Advisors, LLC 1.19% 75,831 $1.9M
6 Praetorian Wealth Management, Inc. 1.05% 214,612 $5.5M
7 O'Domhnaill Enterprises, Inc. 0.91% 43,969 $1.1M
8 Blue Square Asset Management, LLC 0.91% 74,504 $1.9M
9 Sonata Capital Group Inc 0.90% 95,677 $2.5M
10 Lbmc Investment Advisors, LLC 0.82% 525,143 $13.5M
11 PSI Advisors, LLC 0.81% 131,848 $3.4M
12 Moseley Investment Management Inc 0.79% 96,858 $2.5M
13 Heffernan Advisory, Inc 0.78% 32,664 $837K
14 Granite Harbor Advisors, Inc. 0.75% 67,346 $1.7M
15 Kathmere Capital Management, LLC 0.73% 459,491 $11.8M
16 Matthew Goff Investment Advisor, LLC 0.65% 160,242 $3.9M
17 Atwater Malick LLC 0.62% 90,163 $2.3M
18 Godshalk Welsh Capital Management, Inc. 0.56% 37,500 $961K
19 Evergreen Private Wealth LLC 0.54% 52,186 $1.3M
20 Signature Wealth Management Group 0.50% 51,811 $1.3M
21 Wick Capital Partners, LLC 0.49% 104,047 $2.7M
22 Hills Bank & Trust Co 0.48% 390,183 $10.0M
23 Postrock Partners LLC 0.43% 36,656 $939K
24 10Elms LLP 0.40% 24,594 $630K
25 Sound View Wealth Advisors Group, LLC 0.40% 227,642 $5.8M
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 (IBMO)

What does the Smart Money Trend signal show for IBMO?

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

Slight buying edge — 53% buying: Last quarter: 82 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBMO holders?

Strong quality — 24% AUM from major funds: 17 of 193 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IBMO?

52% of holders stayed for 2+ years: 100 out of 193 hedge funds have held IBMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, IBMO has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IBMO has gained +0.0% vs +14.1% 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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