Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBMQ)

197 + 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
↑ +13
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — IBMQ

Based on 197 hedge funds · latest filing: 2026 Q2 · 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
197 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 — +30% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+30% 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

110 buying51 selling
Last quarter: 110 funds were net buyers (24 opened a brand new position + 86 added to an existing one). Only 51 were sellers (40 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 23 → 19 → 24. 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 ■ 24% new
95 out of 197 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 — ~24 new funds/quarter

23 → 20 → 23 → 19 → 24 new funds/Q
New funds entering each quarter: 20 → 23 → 19 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 36% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 36% new
Entry-cohort mix of 197 holders: 90 (46%) are 2+ year veterans, 37 entered 1–2 years ago, and 70 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
18 of 197 holders rank in the top 100 by AUM, accounting for 25% 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.

Institutional Sentiment Summary — IBMQ

In 2026 Q2, 110 hedge funds were net buyers of IBMQ (24 opened a new position, 86 added to an existing one), while 51 reduced or exited (40 trimmed, 11 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in IBMQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 197.

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

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

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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: IBMQ
197 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 197 184 7.07%
13F Shares 22M 21M 5.98%
Total Value $546M $511M 6.99%
New Positions 24 19 +5
Increased Positions 86 97 -11
Closed Positions 11 10 +1
Reduced Positions 40 28 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

197 + investors

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

QUARTER:
Top 25 IBMQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paradiem, LLC 2.18% 395,462 $10.1M
2 Praetorian Wealth Management, Inc. 1.34% 302,556 $7.7M
3 Summitpoint Capital Management 1.27% 45,927 $1.2M
4 Heartwood Wealth Advisors LLC 1.23% 617,758 $15.8M
5 Hengehold Capital Management LLC 0.92% 461,878 $11.8M
6 Kastel Capital Advisors, LLC 0.88% 54,340 $1.4M
7 Sonata Capital Group Inc 0.86% 104,442 $2.7M
8 Lbmc Investment Advisors, LLC 0.80% 577,987 $14.8M
9 Blue Square Asset Management, LLC 0.77% 74,490 $1.9M
10 Granite Harbor Advisors, Inc. 0.73% 72,126 $1.8M
11 Heffernan Advisory, Inc 0.71% 33,148 $848K
12 Godshalk Welsh Capital Management, Inc. 0.68% 49,500 $1.3M
13 Cypress Point Wealth Management, LLC 0.62% 119,536 $3.1M
14 Atwater Malick LLC 0.57% 101,618 $2.6M
15 Kathmere Capital Management, LLC 0.55% 403,121 $10.3M
16 Hills Bank & Trust Co 0.51% 464,604 $11.9M
17 Evergreen Private Wealth LLC 0.49% 51,630 $1.3M
18 Members Wealth LLC 0.47% 33,385 $854K
19 Envision Financial Planning, LLC 0.40% 48,131 $1.2M
20 Stratos Wealth Advisors, LLC 0.40% 284,461 $7.3M
21 RIA Advisory Group LLC 0.39% 70,243 $1.8M
22 Paradigm, Strategies in Wealth Management, LLC 0.38% 24,511 $627K
23 Howland Capital Management LLC 0.35% 375,297 $9.6M
24 Quantum Financial Advisors, LLC 0.31% 123,149 $3.2M
25 10Elms LLP 0.30% 28,060 $718K
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 — 68% buying: Last quarter: 110 funds were net buyers (24 opened a brand new position + 86 added to an existing one). Only 51 were sellers (40 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMQ holders?

Strong quality — 25% AUM from major funds: 18 of 197 holders rank in the top 100 by AUM, accounting for 25% 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: 95 out of 197 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.

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