Ishares Tr (IBMQ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IBMQ has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), IBMQ gained +0.0% vs +15.9% 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.

Ishares Tr (IBMQ)

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

Smart Money Signals — IBMQ

Based on 184 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 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

184 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 — +35% more funds vs a year ago

fund count last 6Q

+48 new funds entered over the past year (+35% 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 — 76% buying

116 buying37 selling

Last quarter: 116 funds were net buyers (19 opened a brand new position + 97 added to an existing one). Only 37 were sellers (28 trimmed + 9 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: 23 → 19 → 23 → 19. 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+) ■ 26% medium ■ 26% new

89 out of 184 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 — ~19 new funds/quarter

15 → 23 → 19 → 23 → 19 new funds/Q

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

🏛️

Veteran-anchored — 46% veterans vs 35% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 35% new

Entry-cohort mix of 184 holders: 84 (46%) are 2+ year veterans, 35 entered 1–2 years ago, and 65 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

14 of 184 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.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	183	174	5.17%
13F Shares	21M	20M	2.72%
Total Value	$511M	$513M	-0.44%
New Positions	19	23	-4
Increased Positions	97	88	+9
Closed Positions	10	7	+3
Reduced Positions	28	28	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

183

174

5.17%

13F Shares

21M

20M

2.72%

Total Value

$511M

$513M

-0.44%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

183 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBMQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paradiem, LLC	2.22%	395,462	$10.1M
2	Summitpoint Capital Management	1.49%	45,927	$1.2M
3	Praetorian Wealth Management, Inc.	1.47%	303,912	$7.8M
4	Heartwood Wealth Advisors LLC	1.23%	550,889	$14.1M
5	Sonata Capital Group Inc	0.97%	103,460	$2.6M
6	Hengehold Capital Management LLC	0.90%	403,340	$10.3M
7	Blue Square Asset Management, LLC	0.89%	73,666	$1.9M
8	Lbmc Investment Advisors, LLC	0.87%	559,681	$14.3M
9	Kastel Capital Advisors, LLC	0.85%	54,269	$1.4M
10	Wolfstich Capital, LLC	0.81%	36,753	$929K
11	Heffernan Advisory, Inc	0.79%	33,148	$846K
12	Granite Harbor Advisors, Inc.	0.71%	63,646	$1.6M
13	Godshalk Welsh Capital Management, Inc.	0.70%	47,000	$1.2M
14	Atwater Malick LLC	0.69%	99,848	$2.5M
15	Cypress Point Wealth Management, LLC	0.66%	119,536	$3.1M
16	Matthew Goff Investment Advisor, LLC	0.57%	134,643	$3.4M
17	O'Domhnaill Enterprises, Inc.	0.54%	26,156	$668K
18	Evergreen Private Wealth LLC	0.53%	51,435	$1.3M
19	Hills Bank & Trust Co	0.49%	397,905	$10.2M
20	PSI Advisors, LLC	0.48%	79,100	$2.0M
21	Kathmere Capital Management, LLC	0.48%	306,416	$7.8M
22	Investment Research Partners LLC	0.47%	44,965	$1.1M
23	Quantum Financial Advisors, LLC	0.46%	160,329	$4.1M
24	Howland Capital Management LLC	0.42%	413,440	$10.6M
25	Envision Financial Planning, LLC	0.41%	44,793	$1.1M

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 — 76% buying: Last quarter: 116 funds were net buyers (19 opened a brand new position + 97 added to an existing one). Only 37 were sellers (28 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMQ holders?

Strong quality — 24% AUM from major funds: 14 of 184 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 IBMQ?

48% of holders stayed for 2+ years: 89 out of 184 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.

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

As of today, IBMQ has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), IBMQ has gained +0.0% vs +15.9% 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.

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Ishares Tr (IBMQ)

Smart Money Signals — IBMQ

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +35% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~19 new funds per quarter

48% of holders stayed for 2+ years

Steady discovery — ~19 new funds/quarter

Veteran-anchored — 46% veterans vs 35% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — IBMQ

Hedge Fund Ownership: IBMQ

Market Analysis: IBMQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBMQ

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

Hedge Fund Positioning: IBMQ

Statistics: IBMQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBMQ)

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