Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — IBMR

Based on 145 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 IBMR 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
145 hedge funds hold IBMR 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 — +37% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+37% 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 — 71% buying

94 buying38 selling
Last quarter: 94 funds were net buyers (31 opened a brand new position + 63 added to an existing one). Only 38 were sellers (26 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IBMR position: 15 → 20 → 18 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 32% new

■ 26% conviction (2yr+) ■ 43% medium ■ 32% new
Of the 145 current holders: 37 (26%) held >2 years, 62 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

19 → 15 → 20 → 18 → 31 new funds/Q
New funds entering each quarter: 15 → 20 → 18 → 31. A growing number of institutions are discovering IBMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 25% veterans, 45% new entrants

■ 25% veterans ■ 30% 1-2yr ■ 45% new
Of 145 current holders: 36 (25%) held 2+ years, 44 held 1–2 years, 65 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 of 145 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — IBMR

In 2026 Q2, 94 hedge funds were net buyers of IBMR (31 opened a new position, 63 added to an existing one), while 38 reduced or exited (26 trimmed, 12 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in IBMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: IBMR

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

Market Analysis: IBMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBMR

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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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IBMR
145 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 145 126 15.08%
13F Shares 15M 14M 10.31%
Total Value $376M $340M 10.46%
New Positions 31 18 +13
Increased Positions 63 63 -
Closed Positions 12 12 -
Reduced Positions 26 21 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBMR

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Institutional Holders (2026 Q2)

145 + investors

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

QUARTER:
Top 25 IBMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Littlejohn Financial Services, INC. 2.40% 142,624 $3.3M
2 Paradiem, LLC 2.17% 396,376 $10.1M
3 Praetorian Wealth Management, Inc. 1.11% 253,195 $6.4M
4 Odyssey Group, LLC 0.97% 141,310 $3.6M
5 Lbmc Investment Advisors, LLC 0.72% 520,275 $13.2M
6 Granite Harbor Advisors, Inc. 0.70% 70,078 $1.8M
7 Godshalk Welsh Capital Management, Inc. 0.66% 48,500 $1.2M
8 Blue Square Asset Management, LLC 0.65% 62,894 $1.6M
9 Cypress Point Wealth Management, LLC 0.62% 119,718 $3.0M
10 Members Wealth LLC 0.61% 44,171 $1.1M
11 Kesler, Norman & Wride, LLC 0.61% 165,926 $3.8M
12 Kathmere Capital Management, LLC 0.47% 347,332 $8.8M
13 FF Advisors,LLC 0.41% 42,640 $1.1M
14 PFG Private Wealth Management, LLC 0.40% 36,703 $932K
15 RIA Advisory Group LLC 0.38% 68,631 $1.7M
16 10Elms LLP 0.37% 34,600 $878K
17 Envision Financial Planning, LLC 0.37% 44,351 $1.1M
18 Paradigm, Strategies in Wealth Management, LLC 0.31% 20,170 $512K
19 Parkway Wealth Management Group, LLC 0.30% 100,692 $2.6M
20 Curbstone Financial Management Corp 0.29% 66,170 $1.7M
21 Ellis Investment Partners, LLC 0.28% 72,517 $1.8M
22 Clearstead Advisors, LLC 0.24% 1,006,875 $25.6M
23 Cyndeo Wealth Partners, LLC 0.21% 175,874 $4.5M
24 Sentinel Pension Advisors, LLC 0.17% 51,487 $1.3M
25 Roof Eidam Maycock Peralta, LLC 0.17% 33,100 $840K
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 (IBMR)

What does the Smart Money Trend signal show for IBMR?

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

More buyers than sellers — 71% buying: Last quarter: 94 funds were net buyers (31 opened a brand new position + 63 added to an existing one). Only 38 were sellers (26 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMR holders?

Strong quality — 24% AUM from major funds: 14 of 145 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 IBMR?

Mixed — 26% long-term, 32% new: Of the 145 current holders: 37 (26%) held >2 years, 62 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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