Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
67%

Smart Money Signals — IBTM

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IBTM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
105 funds currently hold this stock — 92% of the 3.0-year high of 114 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+42% 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 — 67% buying

74 buying37 selling
Last quarter: 74 funds were net buyers (14 opened a brand new position + 60 added to an existing one). Only 37 were sellers (14 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 18 → 21 → 14. 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 — 33% long-term, 30% new

■ 33% conviction (2yr+) ■ 37% medium ■ 30% new
Of the 105 current holders: 35 (33%) held >2 years, 39 held 1–2 years, and 31 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 — ~14 new funds/quarter

10 → 23 → 18 → 21 → 14 new funds/Q
New funds entering each quarter: 23 → 18 → 21 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 45% new entrants

■ 35% veterans ■ 20% 1-2yr ■ 45% new
Of 105 current holders: 37 (35%) held 2+ years, 21 held 1–2 years, 47 (45%) 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 105 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IBTM

In 2026 Q2, 74 hedge funds were net buyers of IBTM (14 opened a new position, 60 added to an existing one), while 37 reduced or exited (14 trimmed, 23 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in IBTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 105.

Hedge Fund Ownership: IBTM

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

Market Analysis: IBTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTM

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IBTM
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 114 -9.65%
13F Shares 15M 15M -0.96%
Total Value $317M $320M -0.79%
New Positions 14 21 -7
Increased Positions 60 56 +4
Closed Positions 25 5 +20
Reduced Positions 14 19 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTM

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Financial Highlights

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Institutional Holders (2026 Q2)

103 + 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:
Top 25 IBTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Private Wealth, LLC 4.09% 293,989 $6.7M
2 Yoder Wealth Management, Inc. 1.92% 216,814 $4.9M
3 Krilogy Financial LLC 1.76% 2,618,176 $59.4M
4 Probity Advisors, Inc. 1.41% 434,420 $9.9M
5 Accretive Wealth Partners, LLC 1.01% 182,878 $4.2M
6 Cushing Capital Partners, LLC 0.84% 53,932 $1.2M
7 Titleist Asset Management, LLC 0.67% 439,395 $10.0M
8 Stockman Wealth Management, Inc. 0.51% 218,588 $5.0M
9 Legacy Private Trust Co. 0.47% 376,158 $8.5M
10 4wealth Advisors, INC. 0.46% 26,386 $601K
11 James Investment Research, INC. 0.38% 164,188 $3.7M
12 Hyposwiss Advisors SA 0.33% 15,190 $345K
13 Asset Dedication, LLC 0.31% 220,155 $5.0M
14 Moulton Wealth Management, Inc 0.30% 20,401 $461K
15 Confluence Investment Management LLC 0.26% 735,847 $16.7M
16 Reliant Wealth Planning 0.25% 40,753 $925K
17 Snowden Capital Advisors LLC 0.20% 374,409 $8.5M
18 Greater Midwest Financial Group, LLC 0.15% 13,476 $306K
19 Jim Saulnier & Associates, LLC 0.10% 10,923 $248K
20 Strait & Sound Wealth Management LLC 0.09% 11,702 $266K
21 Headinvest, LLC 0.09% 20,602 $468K
22 Guidance Point Advisors, LLC 0.07% 15,121 $343K
23 L2 Asset Management, LLC 0.07% 29,150 $662K
24 Parallel Advisors, LLC 0.06% 177,585 $4.0M
25 Single Point Partners, LLC 0.06% 14,585 $331K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IBTM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBTM?

More buyers than sellers — 67% buying: Last quarter: 74 funds were net buyers (14 opened a brand new position + 60 added to an existing one). Only 37 were sellers (14 trimmed + 23 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 105 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 — 33% long-term, 30% new: Of the 105 current holders: 35 (33%) held >2 years, 39 held 1–2 years, and 31 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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