Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBMP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — IBMP

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBMP 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
185 hedge funds hold IBMP 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 — +26% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+26% 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 — 68% buying

99 buying47 selling
Last quarter: 99 funds were net buyers (19 opened a brand new position + 80 added to an existing one). Only 47 were sellers (37 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 16 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new
95 out of 185 hedge funds have held IBMP 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

11 → 22 → 16 → 23 → 19 new funds/Q
New funds entering each quarter: 22 → 16 → 23 → 19. A growing number of institutions are discovering IBMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 26% newcomers

■ 52% veterans ■ 22% 1-2yr ■ 26% new
Entry-cohort mix of 185 holders: 96 (52%) are 2+ year veterans, 41 entered 1–2 years ago, and 48 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
14 of 185 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IBMP

In 2026 Q1, 99 hedge funds were net buyers of IBMP (19 opened a new position, 80 added to an existing one), while 47 reduced or exited (37 trimmed, 10 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in IBMP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 185.

Hedge Fund Ownership: IBMP

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

Market Analysis: IBMP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBMP

-- --

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

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

Signal Freshness measures how much IBMP 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 · 79d ago
IBMP
-0.3%
SPY
+13.9%

IBMP outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IBMP
+0.1%
SPY
+0.2%

Since the filing became public, IBMP outperformed SPY by -0.1% .

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
1.9
/ 10
conviction
Hedge Fund Positioning: IBMP
184 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 176 4.55%
13F Shares 21M 20M 3.8%
Total Value $508M $505M 0.72%
New Positions 19 23 -4
Increased Positions 80 74 +6
Closed Positions 11 13 -2
Reduced Positions 37 35 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMP

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Institutional Holders (2026 Q1)

184 + investors

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

QUARTER:
Top 25 IBMP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summitpoint Capital Management 1.49% 46,292 $1.2M
2 Wolfstich Capital, LLC 1.46% 69,073 $1.7M
3 Heartwood Wealth Advisors LLC 1.41% 636,580 $16.2M
4 Praetorian Wealth Management, Inc. 1.40% 289,168 $7.3M
5 Paradiem, LLC 1.39% 248,470 $6.3M
6 Matthew Goff Investment Advisor, LLC 1.26% 310,824 $7.5M
7 Kastel Capital Advisors, LLC 1.17% 74,883 $1.9M
8 Postrock Partners LLC 1.14% 96,626 $2.5M
9 Sonata Capital Group Inc 0.98% 104,223 $2.7M
10 O'Domhnaill Enterprises, Inc. 0.91% 44,261 $1.1M
11 Blue Square Asset Management, LLC 0.90% 74,854 $1.9M
12 Lbmc Investment Advisors, LLC 0.88% 566,726 $14.4M
13 Heffernan Advisory, Inc 0.78% 33,092 $842K
14 Granite Harbor Advisors, Inc. 0.75% 67,891 $1.7M
15 Atwater Malick LLC 0.67% 98,046 $2.5M
16 Kathmere Capital Management, LLC 0.64% 406,428 $10.3M
17 Godshalk Welsh Capital Management, Inc. 0.63% 42,500 $1.1M
18 Investment Research Partners LLC 0.63% 60,423 $1.5M
19 Wick Capital Partners, LLC 0.58% 124,430 $3.2M
20 PSI Advisors, LLC 0.56% 91,110 $2.3M
21 Evergreen Private Wealth LLC 0.55% 53,044 $1.3M
22 Hills Bank & Trust Co 0.55% 443,458 $11.3M
23 10Elms LLP 0.44% 27,394 $697K
24 Signature Wealth Management Group 0.43% 44,454 $1.1M
25 Quantum Financial Advisors, LLC 0.41% 144,063 $3.7M
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 (IBMP)

What does the Smart Money Trend signal show for IBMP?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBMP 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 IBMP?

More buyers than sellers — 68% buying: Last quarter: 99 funds were net buyers (19 opened a brand new position + 80 added to an existing one). Only 47 were sellers (37 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMP holders?

Strong quality — 27% AUM from major funds: 14 of 185 holders rank in the top 100 by AUM, accounting for 27% 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 IBMP?

51% of holders stayed for 2+ years: 95 out of 185 hedge funds have held IBMP 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 (IBMP) following the 2026 Q1 hedge fund 13F filings?

As of today, IBMP has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IBMP 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.

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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