Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — IBTI

Based on 258 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IBTI 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
258 hedge funds hold IBTI 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 — +42% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+42% 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

173 buying67 selling
Last quarter: 173 funds were net buyers (29 opened a brand new position + 144 added to an existing one). Only 67 were sellers (46 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 52 → 34 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 33% medium ■ 31% new
Of the 258 current holders: 93 (36%) held >2 years, 84 held 1–2 years, and 81 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.
📊

Peak discovery — momentum slowing

19 → 29 → 52 → 34 → 29 new funds/Q
New funds entering each quarter: 29 → 52 → 34 → 29. IBTI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 35% veterans, 40% new entrants

■ 35% veterans ■ 24% 1-2yr ■ 40% new
Of 258 current holders: 91 (35%) held 2+ years, 63 held 1–2 years, 104 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
19 of 258 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — IBTI

In 2026 Q2, 173 hedge funds were net buyers of IBTI (29 opened a new position, 144 added to an existing one), while 67 reduced or exited (46 trimmed, 21 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in IBTI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 258.

Hedge Fund Ownership: IBTI

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

Market Analysis: IBTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTI

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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.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: IBTI
257 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 257 250 2.8%
13F Shares 67M 61M 9.64%
Total Value $1.45B $1.33B 9.11%
New Positions 29 34 -5
Increased Positions 144 143 +1
Closed Positions 22 17 +5
Reduced Positions 46 45 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTI

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Institutional Holders (2026 Q2)

257 + investors

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

QUARTER:
Top 25 IBTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Advisory Services, Inc. 8.60% 922,765 $20.4M
2 MKT Advisors LLC 5.77% 841,610 $18.6M
3 Eight 31 Financial, LLC 5.64% 428,466 $9.5M
4 Denver PWM, LLC 5.31% 734,257 $16.2M
5 Wealth Management Strategies, Inc. 4.38% 506,332 $11.2M
6 Shelton Wealth Management, LLC 4.26% 490,978 $10.9M
7 Financial Advisory Corp 3.95% 1,347,199 $29.8M
8 Stratos Wealth Advisors, LLC 3.37% 2,769,082 $61.3M
9 Carmel Capital Partners, LLC 3.31% 453,564 $10.0M
10 Asset Advisors Investment Management, LLC 2.47% 1,215,509 $26.9M
11 Heartwood Wealth Advisors LLC 2.25% 1,306,170 $28.9M
12 Scissortail Wealth Management, LLC 2.24% 526,299 $11.7M
13 Atlantic Private Wealth, LLC 2.24% 165,243 $3.7M
14 Journey Advisory Group, LLC 1.49% 878,742 $19.5M
15 Summitpoint Capital Management 1.40% 58,837 $1.3M
16 Astra Wealth Partners LLC 1.34% 113,992 $2.5M
17 Fca Corp /Tx 1.25% 228,370 $5.1M
18 Old Port Advisors 1.17% 269,246 $6.0M
19 Atwood & Palmer Inc 1.13% 959,379 $21.2M
20 Oak Family Advisors, LLC 1.13% 199,346 $4.4M
21 Jim Saulnier & Associates, LLC 1.11% 125,153 $2.8M
22 Accretive Wealth Partners, LLC 1.07% 198,458 $4.4M
23 Delta Wealth Advisors LLC 1.06% 66,767 $1.5M
24 Trust Co 1.02% 511,055 $11.3M
25 Northstar Group, Inc. 0.99% 348,639 $7.7M
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 (IBTI)

What does the Smart Money Trend signal show for IBTI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IBTI 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 IBTI?

More buyers than sellers — 72% buying: Last quarter: 173 funds were net buyers (29 opened a brand new position + 144 added to an existing one). Only 67 were sellers (46 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTI holders?

Strong quality — 24% AUM from major funds: 19 of 258 holders rank in the top 100 by AUM, accounting for 24% 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 IBTI?

Mixed — 36% long-term, 31% new: Of the 258 current holders: 93 (36%) held >2 years, 84 held 1–2 years, and 81 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.

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