Ishares Tr (IBTJ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (IBTJ) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTJ has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), IBTJ gained -1.0% vs +15.9% 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 216 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

216 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 — +33% more funds vs a year ago

fund count last 6Q

+54 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 — 73% buying

142 buying52 selling

Last quarter: 142 funds were net buyers (26 opened a brand new position + 116 added to an existing one). Only 52 were sellers (40 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 12 → 29 → 41 → 26. 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 — 31% long-term, 35% new

■ 31% conviction (2yr+) ■ 34% medium ■ 35% new

Of the 216 current holders: 67 (31%) held >2 years, 73 held 1–2 years, and 76 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.

🚀

Acceleration phase — new buyers rushing in

30 → 12 → 29 → 41 → 26 new funds/Q

New funds entering each quarter: 12 → 29 → 41 → 26. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 26% veterans, 44% new entrants

■ 26% veterans ■ 29% 1-2yr ■ 44% new

Of 216 current holders: 57 (26%) held 2+ years, 63 held 1–2 years, 96 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

16 of 216 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	215	202	6.44%
13F Shares	48M	40M	18.77%
Total Value	$1.02B	$886M	15.51%
New Positions	26	41	-15
Increased Positions	115	109	+6
Closed Positions	13	13	-
Reduced Positions	40	23	+17
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

215

202

6.44%

13F Shares

48M

40M

18.77%

Total Value

$1.02B

$886M

15.51%

New Positions

-15

Increased Positions

115

109

Closed Positions

Reduced Positions

+17

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Waycross Investment Management Co	9.09%	435,914	$9.5M
2	Eight 31 Financial, LLC	5.61%	424,929	$9.3M
3	Denver PWM, LLC	5.02%	672,520	$14.6M
4	Financial Advisory Corp	4.77%	1,571,571	$34.3M
5	MKT Advisors LLC	4.47%	612,479	$13.3M
6	Shelton Wealth Management, LLC	4.46%	466,897	$10.2M
7	PFG Private Wealth Management, LLC	3.92%	393,879	$9.2M
8	TRUE Private Wealth Advisors	3.79%	1,822,278	$39.8M
9	Spreng Capital Management, INC.	3.33%	323,272	$7.1M
10	Foronjy Financial LLC	2.70%	296,824	$6.5M
11	Asset Advisors Investment Management, LLC	2.58%	1,238,117	$27.0M
12	Summitpoint Capital Management	2.24%	80,283	$1.8M
13	Hengehold Capital Management LLC	1.99%	1,040,554	$22.7M
14	Probity Advisors, Inc.	1.68%	485,542	$10.6M
15	Journey Advisory Group, LLC	1.49%	797,733	$17.4M
16	Droms Strauss Advisors Inc /Mo/ /Adv	1.44%	236,137	$5.5M
17	Atwood & Palmer Inc	1.16%	944,974	$20.6M
18	Accretive Wealth Partners, LLC	1.01%	165,158	$3.6M
19	Fagan Associates, INC.	0.89%	292,849	$6.4M
20	Heartwood Wealth Advisors LLC	0.84%	438,998	$9.6M
21	Legacy Private Trust Co.	0.72%	537,250	$11.7M
22	Cypress Point Wealth Management, LLC	0.65%	119,718	$3.0M
23	Foundry Financial Group, Inc.	0.64%	59,167	$1.3M
24	Jim Saulnier & Associates, LLC	0.62%	58,657	$1.3M
25	Atlantic Private Wealth, LLC	0.61%	42,447	$927K

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 — 3 quarters in a row: For 3 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 — 73% buying: Last quarter: 142 funds were net buyers (26 opened a brand new position + 116 added to an existing one). Only 52 were sellers (40 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTJ holders?

Strong quality — 26% AUM from major funds: 16 of 216 holders rank in the top 100 by AUM, accounting for 26% 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 — 31% long-term, 35% new: Of the 216 current holders: 67 (31%) held >2 years, 73 held 1–2 years, and 76 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 Q1 hedge fund 13F filings?

As of today, IBTJ has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), IBTJ has gained -1.0% vs +15.9% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IBTJ)

Smart Money Signals — IBTJ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 73% buying

Fewer new buyers each quarter (-15 vs last Q)

Mixed — 31% long-term, 35% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 26% veterans, 44% new entrants

Strong quality — 26% 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 Q1)

Frequently Asked Questions — Ishares Tr (IBTJ)

Welcome to 13Foresight!