Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBMP)

165 + 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
↑ +7
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — IBMP

Based on 165 hedge funds · latest filing: 2025 Q4 · 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
165 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 — +21% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+21% 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 — 66% buying

91 buying46 selling
Last quarter: 91 funds were net buyers (19 opened a brand new position + 72 added to an existing one). Only 46 were sellers (34 trimmed + 12 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: 10 → 20 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
87 out of 165 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

20 → 10 → 20 → 15 → 19 new funds/Q
New funds entering each quarter: 10 → 20 → 15 → 19. A growing number of institutions are discovering IBMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 22% 1-2yr ■ 29% new
Of 165 current holders: 80 (48%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
12 of 165 holders rank in the top 100 by AUM, accounting for 26% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IBMP
2026 Q1 Stats Unlock in 17 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 158 4.43%
13F Shares 19M 18M 6.72%
Total Value $489M $457M 6.96%
New Positions 19 15 +4
Increased Positions 72 73 -1
Closed Positions 12 10 +2
Reduced Positions 34 32 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMP

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)

165 + investors

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

Top 25 institutional holders of IBMP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wolfstich Capital, LLC 1.46% 69,073 $1.7M
2 Heartwood Wealth Advisors LLC 1.41% 636,580 $16.2M
3 Praetorian Wealth Management, Inc. 1.40% 289,168 $7.3M
4 Matthew Goff Investment Advisor, LLC 1.26% 310,824 $7.5M
5 Kastel Capital Advisors, LLC 1.17% 74,883 $1.9M
6 SONATA CAPITAL GROUP INC 0.98% 104,223 $2.7M
7 O'Domhnaill Enterprises, Inc. 0.91% 44,261 $1.1M
8 BLUE SQUARE ASSET MANAGEMENT, LLC 0.90% 74,854 $1.9M
9 HEFFERNAN ADVISORY, INC 0.78% 33,092 $842K
10 Granite Harbor Advisors, Inc. 0.75% 67,891 $1.7M
11 Atwater Malick LLC 0.67% 98,046 $2.5M
12 Kathmere Capital Management, LLC 0.64% 406,428 $10.3M
13 Investment Research Partners LLC 0.63% 60,423 $1.5M
14 Evergreen Private Wealth LLC 0.55% 53,044 $1.3M
15 Hills Bank & Trust Co 0.55% 443,458 $11.3M
16 Signature Wealth Management Group 0.43% 44,454 $1.1M
17 Quantum Financial Advisors, LLC 0.41% 144,063 $3.7M
18 MEMBERS WEALTH LLC 0.39% 25,584 $650K
19 WJ Wealth Management, LLC 0.36% 30,182 $768K
20 RIA Advisory Group LLC 0.35% 57,194 $1.5M
21 Parkway Wealth Management Group, LLC 0.32% 98,511 $2.5M
22 Prism Advisors, Inc. 0.30% 44,715 $1.1M
23 Cyndeo Wealth Partners, LLC 0.26% 194,124 $4.9M
24 Foundry Financial Group, Inc. 0.26% 20,502 $522K
25 Aspen Wealth Management LLC 0.25% 48,587 $1.2M
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 — 66% buying: Last quarter: 91 funds were net buyers (19 opened a brand new position + 72 added to an existing one). Only 46 were sellers (34 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMP holders?

Strong quality — 26% AUM from major funds: 12 of 165 holders rank in the top 100 by AUM, accounting for 26% 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?

53% of holders stayed for 2+ years: 87 out of 165 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.

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.