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

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

As of today, IBTM has moved +0.4% 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), IBTM 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.

Ishares Tr (IBTM)

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

Smart Money Signals — IBTM

Based on 114 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 IBTM 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

114 hedge funds hold IBTM 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 — +61% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+61% 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 — 76% buying

77 buying24 selling

Last quarter: 77 funds were net buyers (21 opened a brand new position + 56 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 23 → 18 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 38% new

■ 29% conviction (2yr+) ■ 33% medium ■ 38% new

Of the 114 current holders: 33 (29%) held >2 years, 38 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

14 → 10 → 23 → 18 → 21 new funds/Q

New funds entering each quarter: 10 → 23 → 18 → 21. A growing number of institutions are discovering IBTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 30% veterans, 52% new entrants

■ 30% veterans ■ 18% 1-2yr ■ 52% new

Of 114 current holders: 34 (30%) held 2+ years, 21 held 1–2 years, 59 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

14 of 114 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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	112	98	14.29%
13F Shares	15M	12M	18.03%
Total Value	$314M	$288M	9.11%
New Positions	21	18	+3
Increased Positions	54	46	+8
Closed Positions	7	11	-4
Reduced Positions	19	22	-3
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

112

14.29%

13F Shares

15M

12M

18.03%

Total Value

$314M

$288M

9.11%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

112 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBTM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atlantic Private Wealth, LLC	3.52%	234,626	$5.4M
2	Krilogy Financial LLC	1.81%	2,448,313	$56.1M
3	Yoder Wealth Management, Inc.	1.62%	155,330	$3.6M
4	Parcion Private Wealth LLC	1.27%	893,909	$20.5M
5	Probity Advisors, Inc.	1.16%	318,937	$7.3M
6	Accretive Wealth Partners, LLC	0.95%	147,762	$3.4M
7	Cushing Capital Partners, LLC	0.83%	47,123	$1.1M
8	Stockman Wealth Management, Inc.	0.51%	200,616	$4.6M
9	Legacy Private Trust Co.	0.48%	340,080	$7.8M
10	4wealth Advisors, INC.	0.48%	24,325	$556K
11	James Investment Research, INC.	0.40%	155,795	$3.6M
12	Hyposwiss Advisors SA	0.34%	15,190	$348K
13	Asset Dedication, LLC	0.30%	189,016	$4.3M
14	Confluence Investment Management LLC	0.29%	804,094	$18.4M
15	Reliant Wealth Planning	0.28%	40,753	$934K
16	Harmony Asset Management LLC	0.27%	38,527	$883K
17	Snowden Capital Advisors LLC	0.22%	369,187	$8.5M
18	Moulton Wealth Management, Inc	0.19%	11,892	$272K
19	Evexia Wealth LLC	0.18%	28,263	$648K
20	Greater Midwest Financial Group, LLC	0.17%	13,476	$309K
21	Titleist Asset Management, LLC	0.16%	91,668	$2.1M
22	Keeler Thomas Management LLC	0.12%	12,755	$292K
23	Jim Saulnier & Associates, LLC	0.11%	9,613	$220K
24	MBA Advisors LLC	0.11%	12,030	$276K
25	Headinvest, LLC	0.10%	20,779	$476K

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 (IBTM)

What does the Smart Money Trend signal show for IBTM?

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

More buyers than sellers — 76% buying: Last quarter: 77 funds were net buyers (21 opened a brand new position + 56 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTM holders?

Strong quality — 27% AUM from major funds: 14 of 114 holders rank in the top 100 by AUM, accounting for 27% 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 IBTM?

Mixed — 29% long-term, 38% new: Of the 114 current holders: 33 (29%) held >2 years, 38 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 (IBTM) following the 2026 Q1 hedge fund 13F filings?

As of today, IBTM has moved +0.4% 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), IBTM 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.

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Ishares Tr (IBTM)

Smart Money Signals — IBTM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +61% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~21 new funds per quarter

Mixed — 29% long-term, 38% new

Growing discovery — still being found

Mixed cohorts — 30% veterans, 52% new entrants

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — IBTM

Hedge Fund Ownership: IBTM

Market Analysis: IBTM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTM

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

Hedge Fund Positioning: IBTM

Statistics: IBTM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBTM)

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