Ishares Tr (IBTJ) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (IBTJ) following the 2026 Q2 hedge fund 13F filings?

As of today, IBTJ has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), IBTJ gained -1.7% vs -2.0% 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 (IBTJ)

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

Smart Money Signals — IBTJ

Based on 217 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 IBTJ 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

217 hedge funds hold IBTJ 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 — +40% more funds vs a year ago

fund count last 6Q

+62 new funds entered over the past year (+40% 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 — 65% buying

134 buying72 selling

Last quarter: 134 funds were net buyers (26 opened a brand new position + 108 added to an existing one). Only 72 were sellers (47 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 29 → 41 → 26 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 29% new

■ 36% conviction (2yr+) ■ 35% medium ■ 29% new

Of the 217 current holders: 79 (36%) held >2 years, 75 held 1–2 years, and 63 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

13 → 29 → 41 → 26 → 26 new funds/Q

New funds entering each quarter: 29 → 41 → 26 → 26. IBTJ 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 — 33% veterans, 39% new entrants

■ 33% veterans ■ 28% 1-2yr ■ 39% new

Of 217 current holders: 72 (33%) held 2+ years, 61 held 1–2 years, 84 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

18 of 217 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	215	216	-0.46%
13F Shares	50M	48M	4.37%
Total Value	$1.07B	$1.03B	3.63%
New Positions	25	26	-1
Increased Positions	108	116	-8
Closed Positions	26	13	+13
Reduced Positions	47	40	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

215

216

-0.46%

13F Shares

50M

48M

4.37%

Total Value

$1.07B

$1.03B

3.63%

New Positions

-1

Increased Positions

108

116

-8

Closed Positions

+13

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

215 + investors

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

QUARTER:

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

Top 25 IBTJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Waycross Investment Management Co	7.31%	443,173	$9.6M
2	Eight 31 Financial, LLC	5.62%	436,563	$9.5M
3	Es4, LLC	5.57%	457,923	$10.6M
4	Wealth Management Strategies, Inc.	4.89%	577,575	$12.5M
5	Denver PWM, LLC	4.84%	685,352	$14.8M
6	Financial Advisory Corp	4.59%	1,598,459	$34.6M
7	MKT Advisors LLC	4.44%	661,757	$14.3M
8	Shelton Wealth Management, LLC	4.26%	501,211	$10.9M
9	TRUE Private Wealth Advisors	3.12%	1,669,970	$36.2M
10	Asset Advisors Investment Management, LLC	2.66%	1,340,715	$29.0M
11	Spreng Capital Management, INC.	2.54%	322,517	$7.0M
12	Foronjy Financial LLC	2.51%	315,571	$6.8M
13	Hengehold Capital Management LLC	1.87%	1,114,945	$24.1M
14	Probity Advisors, Inc.	1.64%	530,491	$11.5M
15	Summitpoint Capital Management	1.57%	67,080	$1.5M
16	Journey Advisory Group, LLC	1.34%	808,737	$17.5M
17	Atwood & Palmer Inc	1.11%	958,727	$20.8M
18	Accretive Wealth Partners, LLC	1.06%	201,935	$4.4M
19	Fagan Associates, INC.	0.78%	294,216	$6.4M
20	Heartwood Wealth Advisors LLC	0.75%	446,254	$9.7M
21	Legacy Private Trust Co.	0.67%	555,562	$12.0M
22	Moulton Wealth Management, Inc	0.60%	42,408	$915K
23	Stockman Wealth Management, Inc.	0.57%	255,938	$5.5M
24	Foundry Financial Group, Inc.	0.56%	59,547	$1.3M
25	Atlantic Private Wealth, LLC	0.55%	41,119	$890K

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 (IBTJ)

What does the Smart Money Trend signal show for IBTJ?

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

More buyers than sellers — 65% buying: Last quarter: 134 funds were net buyers (26 opened a brand new position + 108 added to an existing one). Only 72 were sellers (47 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTJ holders?

Strong quality — 28% AUM from major funds: 18 of 217 holders rank in the top 100 by AUM, accounting for 28% 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 IBTJ?

Mixed — 36% long-term, 29% new: Of the 217 current holders: 79 (36%) held >2 years, 75 held 1–2 years, and 63 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 (IBTJ) following the 2026 Q2 hedge fund 13F filings?

As of today, IBTJ has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), IBTJ has gained -1.7% vs -2.0% 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 (IBTJ)

Smart Money Signals — IBTJ

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~26 new funds per quarter

Mixed — 36% long-term, 29% new

Peak discovery — momentum slowing

Mixed cohorts — 33% veterans, 39% new entrants

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — IBTJ

Hedge Fund Ownership: IBTJ

Market Analysis: IBTJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTJ

Is It Too Late to Buy Ishares Tr (IBTJ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBTJ

Statistics: IBTJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBTJ)

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