ISHARES TR (IBTH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy ISHARES TR (IBTH) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTH has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IBTH gained +1.3% vs +14.0% 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 (IBTH)

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

Smart Money Signals — IBTH

Based on 308 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 IBTH 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

308 hedge funds hold IBTH 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 — +29% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+29% 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 — 68% buying

192 buying90 selling

Last quarter: 192 funds were net buyers (34 opened a brand new position + 158 added to an existing one). Only 90 were sellers (67 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 33 → 40 → 55 → 34. 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.

📌

Mixed — 38% long-term, 29% new

■ 38% conviction (2yr+) ■ 33% medium ■ 29% new

Of the 308 current holders: 117 (38%) held >2 years, 103 held 1–2 years, and 88 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

29 → 33 → 40 → 55 → 34 new funds/Q

New funds entering each quarter: 33 → 40 → 55 → 34. A growing number of institutions are discovering IBTH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 35% veterans, 39% new entrants

■ 35% veterans ■ 26% 1-2yr ■ 39% new

Of 308 current holders: 108 (35%) held 2+ years, 81 held 1–2 years, 119 (39%) 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

17 of 308 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.

4.1

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	308	297	3.7%
13F Shares	77M	72M	7.63%
Total Value	$1.71B	$1.61B	6.12%
New Positions	34	55	-21
Increased Positions	158	167	-9
Closed Positions	23	24	-1
Reduced Positions	67	37	+30
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

308

297

3.7%

13F Shares

77M

72M

7.63%

Total Value

$1.71B

$1.61B

6.12%

New Positions

-21

Increased Positions

158

167

-9

Closed Positions

-1

Reduced Positions

+30

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

308 + investors

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

QUARTER:

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

Top 25 institutional holders of IBTH — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Delta Wealth Advisors LLC	6.37%	372,920	$8.4M
2	MKT Advisors LLC	6.03%	804,133	$18.0M
3	Denver PWM, LLC	5.95%	772,699	$17.3M
4	Flavin Financial Services, Inc.	4.85%	321,631	$7.2M
5	EIGHT 31 FINANCIAL, LLC	4.82%	355,656	$8.0M
6	SHELTON WEALTH MANAGEMENT, LLC	4.48%	456,390	$10.2M
7	Financial Advisory Corp	3.76%	1,205,677	$27.0M
8	TRUE Private Wealth Advisors	3.59%	1,678,023	$37.6M
9	Centennial Advisors, LLC	3.12%	109,253	$2.5M
10	Atlantic Private Wealth, LLC	3.07%	209,413	$4.7M
11	GLOBALT Investments LLC / GA	2.40%	2,998,377	$67.3M
12	SUMMITPOINT CAPITAL MANAGEMENT	2.20%	77,202	$1.7M
13	HM PAYSON & CO	2.19%	6,756,711	$151.6M
14	Stratos Wealth Advisors, LLC	1.77%	1,287,702	$28.9M
15	Journey Advisory Group, LLC	1.67%	872,105	$19.6M
16	Asset Advisors Investment Management, LLC	1.59%	745,721	$16.7M
17	MOULTON WEALTH MANAGEMENT, INC	1.45%	95,079	$2.1M
18	Midwest Professional Planners, LTD.	1.40%	264,689	$5.9M
19	NorthCoast Asset Management LLC	1.37%	2,637,447	$59.2M
20	CHATHAM CAPITAL GROUP, INC.	1.36%	418,786	$9.4M
21	MV CAPITAL MANAGEMENT, INC.	1.33%	605,306	$13.6M
22	KOM Wealth Management Group, LLC	1.31%	85,746	$1.9M
23	Connecticut Wealth Management, LLC	1.17%	1,240,205	$27.8M
24	TITLEIST ASSET MANAGEMENT, LLC	1.16%	686,345	$15.4M
25	Old Port Advisors	1.13%	219,098	$4.9M

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 (IBTH)

What does the Smart Money Trend signal show for IBTH?

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

More buyers than sellers — 68% buying: Last quarter: 192 funds were net buyers (34 opened a brand new position + 158 added to an existing one). Only 90 were sellers (67 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTH holders?

Strong quality — 22% AUM from major funds: 17 of 308 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 IBTH?

Mixed — 38% long-term, 29% new: Of the 308 current holders: 117 (38%) held >2 years, 103 held 1–2 years, and 88 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.

Is it too late to buy ISHARES TR (IBTH) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTH has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IBTH has gained +1.3% vs +14.0% 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 (IBTH)

Smart Money Signals — IBTH

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 68% buying

Fewer new buyers each quarter (-21 vs last Q)

Mixed — 38% long-term, 29% new

Growing discovery — still being found

Mixed cohorts — 35% veterans, 39% new entrants

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — IBTH

Hedge Fund Ownership: IBTH

Market Analysis: IBTH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTH

Is It Too Late to Buy ISHARES TR (IBTH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBTH

Statistics: IBTH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IBTH)

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