Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTG)

292 + 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
↑ +23
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — IBTG

Based on 292 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 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
292 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 — +26% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+26% 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 — 72% buying

205 buying80 selling
Last quarter: 205 funds were net buyers (45 opened a brand new position + 160 added to an existing one). Only 80 were sellers (58 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new IBTG position: 29 → 30 → 31 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
118 out of 292 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

47 → 29 → 30 → 31 → 45 new funds/Q
New funds entering each quarter: 29 → 30 → 31 → 45. A growing number of institutions are discovering IBTG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 40% new entrants

■ 31% veterans ■ 28% 1-2yr ■ 40% new
Of 292 current holders: 91 (31%) held 2+ years, 83 held 1–2 years, 118 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
15 of 292 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: 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

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

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 9 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IBTG
2026 Q1 Stats Unlock in 18 days 292 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 292 269 8.55%
13F Shares 83M 75M 10.03%
Total Value $1.88B $1.72B 9.51%
New Positions 45 31 +14
Increased Positions 160 140 +20
Closed Positions 22 22 -
Reduced Positions 58 64 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

292 + investors

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

Top 25 institutional holders of IBTG — 2025 Q4 · 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 Financial Advisory Corp 5.10% 1,602,548 $36.7M
6 Centennial Advisors, LLC 3.13% 107,317 $2.5M
7 Scissortail Wealth Management, LLC 2.82% 613,073 $14.0M
8 KOM Wealth Management Group, LLC 2.53% 162,085 $3.7M
9 LITTLEJOHN FINANCIAL SERVICES, INC. 2.39% 138,571 $3.2M
10 Trinity Wealth Management, LLC 2.23% 264,712 $6.1M
11 HM PAYSON & CO 1.95% 5,908,223 $135.4M
12 Connecticut Wealth Management, LLC 1.73% 1,799,794 $41.2M
13 MV CAPITAL MANAGEMENT, INC. 1.56% 695,613 $15.9M
14 MOULTON WEALTH MANAGEMENT, INC 1.45% 93,125 $2.1M
15 Sunbeam Capital Management, LLC 1.16% 88,703 $2.0M
16 OneAscent Financial Services LLC 1.12% 906,070 $20.8M
17 Asset Advisors Investment Management, LLC 1.06% 484,205 $11.1M
18 McGuire Investment Group, LLC 0.99% 382,176 $8.8M
19 Accretive Wealth Partners, LLC 0.99% 153,244 $3.5M
20 Capital Investment Advisors, LLC 0.91% 2,485,262 $56.9M
21 Stratos Wealth Advisors, LLC 0.85% 601,818 $13.8M
22 TITLEIST ASSET MANAGEMENT, LLC 0.84% 486,109 $11.1M
23 Horizons Wealth Management 0.79% 52,493 $1.2M
24 RIVERCHASE WEALTH MANAGEMENT, LLC 0.70% 58,501 $1.3M
25 Krilogy Financial LLC 0.68% 920,103 $21.0M
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?

More buyers than sellers — 72% buying: Last quarter: 205 funds were net buyers (45 opened a brand new position + 160 added to an existing one). Only 80 were sellers (58 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTG holders?

Smaller funds dominant — 19% AUM from top-100: 15 of 292 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBTG?

40% of holders stayed for 2+ years: 118 out of 292 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.

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.