Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBMQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — IBMQ

Based on 164 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 IBMQ 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
164 hedge funds hold IBMQ 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 — +32% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+32% 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

104 buying34 selling
Last quarter: 104 funds were net buyers (18 opened a brand new position + 86 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 21 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
79 out of 164 hedge funds have held IBMQ 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.
➡️

Steady discovery — ~18 new funds/quarter

21 → 13 → 21 → 19 → 18 new funds/Q
New funds entering each quarter: 13 → 21 → 19 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 26% 1-2yr ■ 35% new
Of 164 current holders: 65 (40%) 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 — 21% AUM from major funds

21% from top-100 AUM funds
12 of 164 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: IBMQ

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

Market Analysis: IBMQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBMQ

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IBMQ
2026 Q1 Stats Unlock in 22 days 164 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 164 153 7.19%
13F Shares 19M 16M 20.03%
Total Value $498M $416M 19.86%
New Positions 18 19 -1
Increased Positions 86 74 +12
Closed Positions 7 10 -3
Reduced Positions 27 29 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMQ

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

164 + investors

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

Top 25 institutional holders of IBMQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Praetorian Wealth Management, Inc. 1.47% 303,912 $7.8M
2 Heartwood Wealth Advisors LLC 1.23% 550,889 $14.1M
3 HENGEHOLD CAPITAL MANAGEMENT LLC 0.90% 403,340 $10.3M
4 BLUE SQUARE ASSET MANAGEMENT, LLC 0.89% 73,666 $1.9M
5 Kastel Capital Advisors, LLC 0.85% 54,269 $1.4M
6 Wolfstich Capital, LLC 0.81% 36,753 $929K
7 HEFFERNAN ADVISORY, INC 0.79% 33,148 $846K
8 Granite Harbor Advisors, Inc. 0.71% 63,646 $1.6M
9 Atwater Malick LLC 0.69% 99,848 $2.5M
10 Cypress Point Wealth Management, LLC 0.66% 119,536 $3.1M
11 Matthew Goff Investment Advisor, LLC 0.57% 134,643 $3.4M
12 Quantum Financial Advisors, LLC 0.46% 160,329 $4.1M
13 HOWLAND CAPITAL MANAGEMENT LLC 0.42% 413,440 $10.6M
14 Signature Wealth Management Group 0.41% 42,263 $1.1M
15 RIA Advisory Group LLC 0.34% 56,139 $1.4M
16 Parkway Wealth Management Group, LLC 0.32% 97,740 $2.5M
17 FF Advisors,LLC 0.27% 25,835 $660K
18 Lantz Financial LLC 0.25% 47,164 $1.2M
19 MEMBERS WEALTH LLC 0.24% 15,470 $396K
20 Aspen Wealth Management LLC 0.23% 44,854 $1.1M
21 Cyndeo Wealth Partners, LLC 0.22% 163,013 $4.2M
22 TPG Advisors LLC 0.21% 13,089 $334K
23 SENTINEL PENSION ADVISORS, LLC 0.20% 52,167 $1.3M
24 NESTEGG ADVISORS, INC. 0.18% 8,214 $210K
25 JIM SAULNIER & ASSOCIATES, LLC 0.17% 13,863 $354K
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 (IBMQ)

What does the Smart Money Trend signal show for IBMQ?

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

More buyers than sellers — 75% buying: Last quarter: 104 funds were net buyers (18 opened a brand new position + 86 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMQ holders?

Strong quality — 21% AUM from major funds: 12 of 164 holders rank in the top 100 by AUM, accounting for 21% 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 IBMQ?

48% of holders stayed for 2+ years: 79 out of 164 hedge funds have held IBMQ 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.