Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTG)

316 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — IBTG

Based on 318 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBTG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
318 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

139 buying146 selling
Last quarter: 146 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 48 → 42 → 28. 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.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
137 out of 318 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.
📊

Peak discovery — momentum slowing

31 → 35 → 48 → 42 → 28 new funds/Q
New funds entering each quarter: 35 → 48 → 42 → 28. IBTG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 34% newcomers

■ 42% veterans ■ 24% 1-2yr ■ 34% new
Entry-cohort mix of 318 holders: 135 (42%) are 2+ year veterans, 76 entered 1–2 years ago, and 107 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
17 of 318 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — IBTG

In 2026 Q2, 139 hedge funds were net buyers of IBTG (28 opened a new position, 111 added to an existing one), while 146 reduced or exited (114 trimmed, 32 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 22% of total institutional value in IBTG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 318.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBTG
316 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 316 322 -1.86%
13F Shares 82M 81M 1.46%
Total Value $1.98B $1.83B 8.31%
New Positions 28 42 -14
Increased Positions 111 125 -14
Closed Positions 34 29 +5
Reduced Positions 113 104 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTG

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Institutional Holders (2026 Q2)

316 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delta Wealth Advisors LLC 9.54% 583,557 $13.4M
2 Horizon Advisory Services, Inc. 8.64% 897,318 $20.5M
3 MKT Advisors LLC 5.75% 809,577 $18.5M
4 Denver PWM, LLC 5.18% 692,276 $15.8M
5 Financial Advisory Corp 4.83% 1,591,146 $36.4M
6 Wealth Management Strategies, Inc. 4.43% 495,686 $11.3M
7 Centennial Advisors, LLC 3.16% 115,612 $2.6M
8 Scissortail Wealth Management, LLC 2.76% 626,984 $14.4M
9 Littlejohn Financial Services, INC. 2.25% 135,073 $3.1M
10 Juno Financial Group LLC 2.21% 271,652 $6.2M
11 Midwest Professional Planners, LTD. 1.77% 393,713 $9.0M
12 NorthCoast Asset Management LLC 1.75% 3,459,551 $79.2M
13 Hm Payson & Co 1.72% 5,657,354 $129.5M
14 Connecticut Wealth Management, LLC 1.63% 1,924,924 $44.1M
15 Trinity Wealth Management, LLC 1.61% 221,872 $5.1M
16 KOM Wealth Management Group, LLC 1.57% 113,843 $2.6M
17 Mv Capital Management, INC. 1.56% 695,613 $15.9M
18 Summitpoint Capital Management 1.17% 47,500 $1.1M
19 Summitry LLC 1.17% 1,554,803 $35.6M
20 PSI Advisors, LLC 1.11% 209,262 $4.8M
21 Accretive Wealth Partners, LLC 1.02% 183,636 $4.2M
22 Asset Advisors Investment Management, LLC 1.01% 480,912 $11.0M
23 OneAscent Financial Services LLC 1.00% 911,609 $20.9M
24 Archer Investment Corp 0.94% 208,043 $4.8M
25 Sunbeam Capital Management, LLC 0.94% 89,380 $2.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBTG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBTG?

More sellers than buyers — 49% buying: Last quarter: 146 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IBTG holders?

Strong quality — 22% AUM from major funds: 17 of 318 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?

43% of holders stayed for 2+ years: 137 out of 318 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.

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