Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — IBTH

Based on 277 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 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
277 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 — +33% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+33% 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 — 78% buying

207 buying59 selling
Last quarter: 207 funds were net buyers (48 opened a brand new position + 159 added to an existing one). Only 59 were sellers (36 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new IBTH position: 28 → 33 → 37 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 29% new

■ 35% conviction (2yr+) ■ 36% medium ■ 29% new
Of the 277 current holders: 97 (35%) held >2 years, 100 held 1–2 years, and 80 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

43 → 28 → 33 → 37 → 48 new funds/Q
New funds entering each quarter: 28 → 33 → 37 → 48. A growing number of institutions are discovering IBTH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 24% veterans, 43% new entrants

■ 24% veterans ■ 33% 1-2yr ■ 43% new
Of 277 current holders: 67 (24%) held 2+ years, 91 held 1–2 years, 119 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
13 of 277 holders rank in the top 100 by AUM, accounting for 20% 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.

Hedge Fund Ownership: IBTH

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

Market Analysis: IBTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTH

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 7 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: IBTH
2026 Q1 Stats Unlock in 20 days 277 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 277 252 9.92%
13F Shares 70M 58M 20.49%
Total Value $1.58B $1.32B 19.79%
New Positions 48 37 +11
Increased Positions 159 127 +32
Closed Positions 23 20 +3
Reduced Positions 36 51 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTH

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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
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

277 + investors

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

Top 25 institutional holders of IBTH — 2025 Q4 · 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 SHELTON WEALTH MANAGEMENT, LLC 4.48% 456,390 $10.2M
4 Financial Advisory Corp 3.76% 1,205,677 $27.0M
5 Centennial Advisors, LLC 3.12% 109,253 $2.5M
6 HM PAYSON & CO 2.19% 6,756,711 $151.6M
7 Stratos Wealth Advisors, LLC 1.77% 1,287,702 $28.9M
8 Asset Advisors Investment Management, LLC 1.59% 745,721 $16.7M
9 MOULTON WEALTH MANAGEMENT, INC 1.45% 95,079 $2.1M
10 CHATHAM CAPITAL GROUP, INC. 1.36% 418,786 $9.4M
11 KOM Wealth Management Group, LLC 1.31% 85,746 $1.9M
12 Old Port Advisors 1.13% 219,098 $4.9M
13 JIM SAULNIER & ASSOCIATES, LLC 1.07% 97,965 $2.2M
14 Northstar Group, Inc. 1.03% 323,479 $7.3M
15 Accretive Wealth Partners, LLC 1.01% 160,695 $3.6M
16 OneAscent Financial Services LLC 0.99% 813,004 $18.2M
17 Foundry Financial Group, Inc. 0.83% 74,487 $1.7M
18 Horizons Wealth Management 0.70% 47,322 $1.1M
19 Lantz Financial LLC 0.62% 132,667 $3.0M
20 Stockman Wealth Management, Inc. 0.56% 228,160 $5.1M
21 RIVERCHASE WEALTH MANAGEMENT, LLC 0.55% 46,994 $1.1M
22 Walleye Partners, LLC 0.54% 19,608 $440K
23 Probity Advisors, Inc. 0.54% 151,562 $3.4M
24 FULTON BANK, N.A. 0.50% 632,365 $14.2M
25 Brookstone Capital Management 0.44% 1,720,033 $38.6M
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 — 78% buying: Last quarter: 207 funds were net buyers (48 opened a brand new position + 159 added to an existing one). Only 59 were sellers (36 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTH holders?

Strong quality — 20% AUM from major funds: 13 of 277 holders rank in the top 100 by AUM, accounting for 20% 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 — 35% long-term, 29% new: Of the 277 current holders: 97 (35%) held >2 years, 100 held 1–2 years, and 80 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.