Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTL)

111 + 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
↑ +13
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — IBTL

Based on 111 hedge funds · latest filing: 2025 Q4 · 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
111 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 — +54% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+54% 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 — 71% buying

75 buying31 selling
Last quarter: 75 funds were net buyers (23 opened a brand new position + 52 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new IBTL position: 17 → 11 → 16 → 23. 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 111 current holders: 32 (29%) held >2 years, 43 held 1–2 years, and 36 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.
📈

Growing discovery — still being found

16 → 17 → 11 → 16 → 23 new funds/Q
New funds entering each quarter: 17 → 11 → 16 → 23. A growing number of institutions are discovering IBTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 23% veterans, 52% new entrants

■ 23% veterans ■ 25% 1-2yr ■ 52% new
Of 111 current holders: 25 (23%) held 2+ years, 28 held 1–2 years, 58 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
13 of 111 holders rank in the top 100 by AUM, accounting for 34% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IBTL
2026 Q1 Stats Unlock in 21 days 111 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 111 98 13.27%
13F Shares 16M 16M 4.11%
Total Value $334M $321M 3.93%
New Positions 23 16 +7
Increased Positions 52 55 -3
Closed Positions 10 7 +3
Reduced Positions 21 12 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTL

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

111 + investors

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

Top 25 institutional holders of IBTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SHELTON WEALTH MANAGEMENT, LLC 4.43% 495,824 $10.1M
2 FORONJY FINANCIAL LLC 2.68% 316,496 $6.5M
3 Whalen Wealth Management Inc. 2.19% 200,556 $4.1M
4 Yoder Wealth Management, Inc. 2.08% 223,634 $4.6M
5 Probity Advisors, Inc. 1.63% 503,140 $10.3M
6 MOULTON WEALTH MANAGEMENT, INC 1.48% 106,671 $2.2M
7 Signature Wealth Management Group 1.41% 181,499 $3.7M
8 Accretive Wealth Partners, LLC 0.95% 165,612 $3.4M
9 Stockman Wealth Management, Inc. 0.57% 252,186 $5.1M
10 Legacy Private Trust Co. 0.54% 428,215 $8.7M
11 Krilogy Financial LLC 0.46% 705,440 $14.4M
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.38% 1,202,814 $24.5M
13 JIM SAULNIER & ASSOCIATES, LLC 0.31% 31,446 $641K
14 DecisionMap Wealth Management, LLC 0.22% 16,721 $341K
15 Granite Harbor Advisors, Inc. 0.18% 20,590 $420K
16 Old Port Advisors 0.11% 23,321 $476K
17 Montecito Bank & Trust 0.10% 29,601 $604K
18 PARK AVENUE SECURITIES LLC 0.09% 541,312 $11K
19 CENTRAL TRUST Co 0.07% 173,481 $3.5M
20 HOWLAND CAPITAL MANAGEMENT LLC 0.07% 86,261 $1.8M
21 Summit Wealth Partners, LLC 0.07% 20,416 $416K
22 NBC SECURITIES, INC. 0.05% 33,759 $689K
23 Compass Ion Advisors, LLC 0.05% 26,181 $534K
24 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.04% 14,700 $300K
25 CGN Advisors LLC 0.03% 18,896 $385K
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 — 71% buying: Last quarter: 75 funds were net buyers (23 opened a brand new position + 52 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTL holders?

Strong quality — 34% AUM from major funds: 13 of 111 holders rank in the top 100 by AUM, accounting for 34% 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 — 29% long-term, 32% new: Of the 111 current holders: 32 (29%) held >2 years, 43 held 1–2 years, and 36 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.