Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTL)

126 + 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
↑ +7
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — IBTL

Based on 127 hedge funds · latest filing: 2026 Q1 · 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
127 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 — +48% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+48% 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

86 buying32 selling
Last quarter: 86 funds were net buyers (18 opened a brand new position + 68 added to an existing one). Only 32 were sellers (21 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 20 → 24 → 18. 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 — 28% long-term, 34% new

■ 28% conviction (2yr+) ■ 39% medium ■ 34% new
Of the 127 current holders: 35 (28%) held >2 years, 49 held 1–2 years, and 43 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

18 → 12 → 20 → 24 → 18 new funds/Q
New funds entering each quarter: 12 → 20 → 24 → 18. A growing number of institutions are discovering IBTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 27% veterans, 48% new entrants

■ 27% veterans ■ 25% 1-2yr ■ 48% new
Of 127 current holders: 34 (27%) held 2+ years, 32 held 1–2 years, 61 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
14 of 127 holders rank in the top 100 by AUM, accounting for 35% 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 Q1, 86 hedge funds were net buyers of IBTL (18 opened a new position, 68 added to an existing one), while 32 reduced or exited (21 trimmed, 11 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in IBTL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 127.

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

-- --

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

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

Signal Freshness measures how much IBTL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
IBTL
-1.3%
SPY
+14.1%

IBTL outperformed SPY by -15.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IBTL
+0.2%
SPY
+0.3%

Since the filing became public, IBTL outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IBTL
126 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 126 120 5.0%
13F Shares 21M 17M 23.05%
Total Value $405M $348M 16.27%
New Positions 18 24 -6
Increased Positions 67 56 +11
Closed Positions 12 10 +2
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTL

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

126 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shelton Wealth Management, LLC 4.43% 495,824 $10.1M
2 TRUE Private Wealth Advisors 3.62% 1,862,284 $38.0M
3 Spreng Capital Management, INC. 2.94% 305,422 $6.2M
4 Foronjy Financial LLC 2.68% 316,496 $6.5M
5 Whalen Wealth Management Inc. 2.19% 200,556 $4.1M
6 Headland Capital, LLC 2.15% 374,930 $7.6M
7 Yoder Wealth Management, Inc. 2.08% 223,634 $4.6M
8 Probity Advisors, Inc. 1.63% 503,140 $10.3M
9 Moulton Wealth Management, Inc 1.48% 106,671 $2.2M
10 Titleist Asset Management, LLC 1.47% 955,082 $19.5M
11 Signature Wealth Management Group 1.41% 181,499 $3.7M
12 Accretive Wealth Partners, LLC 0.95% 165,612 $3.4M
13 Eight 31 Financial, LLC 0.80% 65,178 $1.3M
14 Fagan Associates, INC. 0.77% 272,203 $5.6M
15 Stockman Wealth Management, Inc. 0.57% 252,186 $5.1M
16 Legacy Private Trust Co. 0.54% 428,215 $8.7M
17 Krilogy Financial LLC 0.46% 705,440 $14.4M
18 Confluence Investment Management LLC 0.38% 1,202,814 $24.5M
19 Atlantic Private Wealth, LLC 0.34% 25,710 $524K
20 Jim Saulnier & Associates, LLC 0.31% 31,446 $641K
21 Asset Dedication, LLC 0.30% 210,507 $4.3M
22 DecisionMap Wealth Management, LLC 0.22% 16,721 $341K
23 Snowden Capital Advisors LLC 0.22% 400,392 $8.2M
24 Elevation Advisory Partners LLC 0.19% 9,930 $203K
25 Granite Harbor Advisors, Inc. 0.18% 20,590 $420K
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 — 73% buying: Last quarter: 86 funds were net buyers (18 opened a brand new position + 68 added to an existing one). Only 32 were sellers (21 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTL holders?

Strong quality — 35% AUM from major funds: 14 of 127 holders rank in the top 100 by AUM, accounting for 35% 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 — 28% long-term, 34% new: Of the 127 current holders: 35 (28%) held >2 years, 49 held 1–2 years, and 43 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 (IBTL) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTL has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IBTL has gained -1.3% vs +14.1% 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.

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.

Full history →