Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — IBTL

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBTL 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
135 hedge funds hold IBTL 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 — +45% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+45% 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 — 70% buying

95 buying41 selling
Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IBTL position: 20 → 24 → 18 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 36% new

■ 30% conviction (2yr+) ■ 35% medium ■ 36% new
Of the 135 current holders: 40 (30%) held >2 years, 47 held 1–2 years, and 48 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.
➡️

Steady discovery — ~27 new funds/quarter

12 → 20 → 24 → 18 → 27 new funds/Q
New funds entering each quarter: 20 → 24 → 18 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 29% veterans, 44% new entrants

■ 29% veterans ■ 27% 1-2yr ■ 44% new
Of 135 current holders: 39 (29%) held 2+ years, 36 held 1–2 years, 60 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
16 of 135 holders rank in the top 100 by AUM, accounting for 37% 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.

Institutional Sentiment Summary — IBTL

In 2026 Q2, 95 hedge funds were net buyers of IBTL (27 opened a new position, 68 added to an existing one), while 41 reduced or exited (22 trimmed, 19 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in IBTL 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: 135.

Hedge Fund Ownership: IBTL

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

Market Analysis: IBTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IBTL
134 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 127 5.51%
13F Shares 23M 21M 10.81%
Total Value $452M $409M 10.42%
New Positions 27 18 +9
Increased Positions 68 68 -
Closed Positions 20 11 +9
Reduced Positions 22 21 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTL

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Institutional Holders (2026 Q2)

134 + investors

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

QUARTER:
Top 25 IBTL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shelton Wealth Management, LLC 4.25% 536,805 $10.8M
2 TRUE Private Wealth Advisors 2.94% 1,688,677 $34.1M
3 Foronjy Financial LLC 2.50% 337,588 $6.8M
4 Spreng Capital Management, INC. 2.31% 314,831 $6.4M
5 Headland Capital, LLC 2.02% 405,441 $8.2M
6 Whalen Wealth Management Inc. 1.83% 201,860 $4.1M
7 Yoder Wealth Management, Inc. 1.78% 226,174 $4.6M
8 Probity Advisors, Inc. 1.61% 558,788 $11.3M
9 Titleist Asset Management, LLC 1.35% 990,421 $20.0M
10 Accretive Wealth Partners, LLC 1.01% 205,085 $4.1M
11 Eight 31 Financial, LLC 0.82% 68,555 $1.4M
12 Fagan Associates, INC. 0.69% 277,458 $5.6M
13 Moulton Wealth Management, Inc 0.65% 49,511 $995K
14 Stockman Wealth Management, Inc. 0.55% 264,766 $5.3M
15 Legacy Private Trust Co. 0.51% 455,751 $9.2M
16 Krilogy Financial LLC 0.45% 753,026 $15.2M
17 Confluence Investment Management LLC 0.35% 1,098,504 $22.2M
18 Asset Dedication, LLC 0.31% 242,011 $4.9M
19 Jim Saulnier & Associates, LLC 0.27% 33,505 $676K
20 Atlantic Private Wealth, LLC 0.27% 21,936 $443K
21 DecisionMap Wealth Management, LLC 0.24% 21,577 $436K
22 Snowden Capital Advisors LLC 0.19% 406,659 $8.2M
23 Granite Harbor Advisors, Inc. 0.16% 20,590 $416K
24 Wealth Management Strategies, Inc. 0.16% 19,960 $403K
25 L2 Asset Management, LLC 0.14% 66,158 $1.3M
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 (IBTL)

What does the Smart Money Trend signal show for IBTL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBTL 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 IBTL?

More buyers than sellers — 70% buying: Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTL holders?

Strong quality — 37% AUM from major funds: 16 of 135 holders rank in the top 100 by AUM, accounting for 37% 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 IBTL?

Mixed — 30% long-term, 36% new: Of the 135 current holders: 40 (30%) held >2 years, 47 held 1–2 years, and 48 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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