ISHARES TR (IBTK): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IBTK)

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

Smart Money Signals — IBTK

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added IBTK 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

155 hedge funds hold IBTK 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 — +46% more funds vs a year ago

fund count last 6Q

+49 new funds entered over the past year (+46% 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 — 77% buying

118 buying35 selling

Last quarter: 118 funds were net buyers (38 opened a brand new position + 80 added to an existing one). Only 35 were sellers (17 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new IBTK position: 20 → 14 → 20 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 29% long-term, 32% new

■ 29% conviction (2yr+) ■ 39% medium ■ 32% new

Of the 155 current holders: 45 (29%) held >2 years, 60 held 1–2 years, and 50 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

26 → 20 → 14 → 20 → 38 new funds/Q

New funds entering each quarter: 20 → 14 → 20 → 38. 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 — 19% veterans, 53% new entrants

■ 19% veterans ■ 28% 1-2yr ■ 53% new

Of 155 current holders: 30 (19%) held 2+ years, 43 held 1–2 years, 82 (53%) 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

12 of 155 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	155	135	14.81%
13F Shares	28M	21M	33.69%
Total Value	$556M	$416M	33.56%
New Positions	38	20	+18
Increased Positions	80	78	+2
Closed Positions	18	9	+9
Reduced Positions	17	18	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

155

135

14.81%

13F Shares

28M

21M

33.69%

Total Value

$556M

$416M

33.56%

New Positions

+18

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

155 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of IBTK — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Waycross Investment Management Co	9.81%	521,100	$10.3M
2	SHELTON WEALTH MANAGEMENT, LLC	4.44%	515,101	$10.2M
3	MKT Advisors LLC	4.43%	672,341	$13.2M
4	TITLEIST ASSET MANAGEMENT, LLC	1.83%	1,230,060	$24.3M
5	Probity Advisors, Inc.	1.71%	548,764	$10.8M
6	Accretive Wealth Partners, LLC	0.95%	171,028	$3.4M
7	Trust Co	0.90%	485,832	$9.6M
8	Heartwood Wealth Advisors LLC	0.84%	485,730	$9.6M
9	Legacy Private Trust Co.	0.66%	545,529	$10.8M
10	Stockman Wealth Management, Inc.	0.58%	265,985	$5.2M
11	CHATHAM CAPITAL GROUP, INC.	0.53%	185,995	$3.7M
12	Yoder Wealth Management, Inc.	0.44%	48,752	$961K
13	FF Advisors,LLC	0.43%	53,279	$1.0M
14	JIM SAULNIER & ASSOCIATES, LLC	0.38%	39,203	$773K
15	Foundry Financial Group, Inc.	0.37%	37,311	$736K
16	Granite Harbor Advisors, Inc.	0.36%	41,270	$814K
17	Hughes Financial Services, LLC	0.33%	110,062	$2.2M
18	Krilogy Financial LLC	0.29%	462,078	$9.1M
19	MLP3, LLC	0.28%	13,097	$258K
20	Old Port Advisors	0.28%	61,833	$1.2M
21	Mechanics Bank Trust Department	0.25%	93,000	$1.8M
22	DecisionMap Wealth Management, LLC	0.22%	17,502	$345K
23	Hyposwiss Advisors SA	0.22%	11,215	$221K
24	HM PAYSON & CO	0.20%	702,754	$13.9M
25	DUNCKER STREETT & CO INC	0.16%	41,396	$816K

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 (IBTK)

What does the Smart Money Trend signal show for IBTK?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added IBTK 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 IBTK?

More buyers than sellers — 77% buying: Last quarter: 118 funds were net buyers (38 opened a brand new position + 80 added to an existing one). Only 35 were sellers (17 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTK holders?

Strong quality — 24% AUM from major funds: 12 of 155 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 IBTK?

Mixed — 29% long-term, 32% new: Of the 155 current holders: 45 (29%) held >2 years, 60 held 1–2 years, and 50 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.

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ISHARES TR (IBTK)

Smart Money Signals — IBTK

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

More buyers than sellers — 77% buying

More new buyers each quarter (+18 vs last Q)

Mixed — 29% long-term, 32% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 19% veterans, 53% new entrants

Strong quality — 24% AUM from major funds

Hedge Fund Ownership: IBTK

Market Analysis: IBTK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTK

Hedge Fund Positioning: IBTK

Statistics: IBTK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IBTK)

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