Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — IBTG

Based on 322 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 IBTG 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
322 hedge funds hold IBTG 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 — +24% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+24% 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.
🟡

Slight buying edge — 56% buying

167 buying132 selling
Last quarter: 167 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 35 → 48 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 26% new
132 out of 322 hedge funds have held IBTG 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

33 → 30 → 35 → 48 → 42 new funds/Q
New funds entering each quarter: 30 → 35 → 48 → 42. A growing number of institutions are discovering IBTG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 36% new entrants

■ 39% veterans ■ 25% 1-2yr ■ 36% new
Of 322 current holders: 125 (39%) held 2+ years, 81 held 1–2 years, 116 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
19 of 322 holders rank in the top 100 by AUM, accounting for 22% 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 — IBTG

In 2026 Q1, 167 hedge funds were net buyers of IBTG (42 opened a new position, 125 added to an existing one), while 132 reduced or exited (104 trimmed, 28 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in IBTG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 322.

Hedge Fund Ownership: IBTG

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

Market Analysis: IBTG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTG

-- --

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

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

Signal Freshness measures how much IBTG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
IBTG
-0.2%
SPY
+15.1%

IBTG outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IBTG
+0.3%
SPY
+1.3%

Since the filing became public, IBTG outperformed SPY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 8 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBTG
319 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 319 308 3.57%
13F Shares 81M 84M -4.04%
Total Value $1.82B $1.92B -5.03%
New Positions 41 48 -7
Increased Positions 123 167 -44
Closed Positions 30 25 +5
Reduced Positions 104 61 +43
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTG

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

319 + investors

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

QUARTER:
Top 25 IBTG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delta Wealth Advisors LLC 10.74% 615,926 $14.1M
2 Horizon Advisory Services, Inc. 10.30% 878,276 $20.1M
3 Moseley Investment Management Inc 6.15% 842,161 $19.3M
4 MKT Advisors LLC 5.96% 777,651 $17.8M
5 Denver PWM, LLC 5.26% 668,784 $15.3M
6 Financial Advisory Corp 5.10% 1,602,548 $36.7M
7 Atlantic Private Wealth, LLC 3.64% 242,839 $5.6M
8 Juno Financial Group LLC 3.28% 364,994 $8.4M
9 Centennial Advisors, LLC 3.13% 107,317 $2.5M
10 Scissortail Wealth Management, LLC 2.82% 613,073 $14.0M
11 KOM Wealth Management Group, LLC 2.53% 162,085 $3.7M
12 NorthCoast Asset Management LLC 2.42% 4,548,891 $104.2M
13 Littlejohn Financial Services, INC. 2.39% 138,571 $3.2M
14 Trinity Wealth Management, LLC 2.23% 264,712 $6.1M
15 Summitpoint Capital Management 2.05% 70,680 $1.6M
16 Midwest Professional Planners, LTD. 1.97% 364,820 $8.4M
17 Hm Payson & Co 1.95% 5,908,223 $135.4M
18 PSI Advisors, LLC 1.88% 341,869 $7.8M
19 Connecticut Wealth Management, LLC 1.73% 1,799,794 $41.2M
20 Mv Capital Management, INC. 1.56% 695,613 $15.9M
21 Summitry LLC 1.54% 1,542,871 $35.4M
22 Moulton Wealth Management, Inc 1.45% 93,125 $2.1M
23 Sunbeam Capital Management, LLC 1.16% 88,703 $2.0M
24 OneAscent Financial Services LLC 1.12% 906,070 $20.8M
25 Asset Advisors Investment Management, LLC 1.06% 484,205 $11.1M
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 (IBTG)

What does the Smart Money Trend signal show for IBTG?

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

Slight buying edge — 56% buying: Last quarter: 167 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBTG holders?

Strong quality — 22% AUM from major funds: 19 of 322 holders rank in the top 100 by AUM, accounting for 22% 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 IBTG?

41% of holders stayed for 2+ years: 132 out of 322 hedge funds have held IBTG 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 (IBTG) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTG has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), IBTG has gained -0.2% vs +15.1% 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.

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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