Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
8Q ▲
Buyers last Q
83%

Smart Money Signals — IBTP

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IBTP 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
63 hedge funds hold IBTP right now — the highest count in 2.2 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 — +40% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+40% 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 — 83% buying

49 buying10 selling
Last quarter: 49 funds were net buyers (13 opened a brand new position + 36 added to an existing one). Only 10 were sellers (5 trimmed + 5 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 IBTP position: 9 → 10 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 0% conviction (2yr+) ■ 65% medium ■ 35% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~13 new funds/quarter

9 → 9 → 10 → 6 → 13 new funds/Q
New funds entering each quarter: 9 → 10 → 6 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 51% new entrants

■ 0% veterans ■ 49% 1-2yr ■ 51% new
Of 63 current holders: 0 (0%) held 2+ years, 31 held 1–2 years, 32 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
13 of 63 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — IBTP

In 2026 Q2, 49 hedge funds were net buyers of IBTP (13 opened a new position, 36 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in IBTP 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: 63.

Hedge Fund Ownership: IBTP

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

Market Analysis: IBTP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTP

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: IBTP
63 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 55 14.55%
13F Shares 8M 7M 13.59%
Total Value $212M $189M 12.1%
New Positions 13 6 +7
Increased Positions 36 28 +8
Closed Positions 5 4 +1
Reduced Positions 5 12 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTP

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Institutional Holders (2026 Q2)

63 + investors

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

QUARTER:
Top 25 IBTP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Private Wealth, LLC 3.46% 222,302 $5.6M
2 Accretive Wealth Partners, LLC 0.98% 159,662 $4.1M
3 Atlantic Union Bankshares Corp 0.78% 1,849,299 $46.9M
4 Summitry LLC 0.73% 878,535 $22.3M
5 Petros Family Wealth, LLC 0.69% 44,648 $1.1M
6 Probity Advisors, Inc. 0.63% 174,395 $4.4M
7 Confluence Investment Management LLC 0.38% 965,101 $24.5M
8 Reliant Wealth Planning 0.37% 52,382 $1.3M
9 Bell Investment Advisors, Inc 0.19% 51,498 $1.3M
10 Benjamin Edwards Inc 0.17% 723,444 $18.4M
11 Keeler Thomas Management LLC 0.10% 10,835 $275K
12 L2 Asset Management, LLC 0.07% 26,125 $663K
13 D.A. Davidson & CO. 0.06% 421,822 $10.7M
14 Single Point Partners, LLC 0.06% 13,044 $331K
15 Old Mission Investment Co LLC 0.05% 10,405 $264K
16 CNB Bank 0.05% 5,054 $128K
17 Guidance Point Advisors, LLC 0.05% 8,530 $217K
18 Hyposwiss Advisors SA 0.03% 1,365 $35K
19 Bellecapital International Ltd. 0.02% 5,579 $142K
20 Stifel Financial Corp 0.02% 784,592 $19.9M
21 Krilogy Financial LLC 0.02% 21,275 $540K
22 United Capital Financial Advisors, LLC 0.02% 108,728 $2.8M
23 Jacobi Capital Management LLC 0.01% 11,472 $291K
24 Dearborn Partners LLC 0.01% 9,123 $238K
25 Physician Wealth Advisors, Inc. 0.01% 4,000 $102K
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 (IBTP)

What does the Smart Money Trend signal show for IBTP?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IBTP 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 IBTP?

More buyers than sellers — 83% buying: Last quarter: 49 funds were net buyers (13 opened a brand new position + 36 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTP holders?

Strong quality — 21% AUM from major funds: 13 of 63 holders rank in the top 100 by AUM, accounting for 21% 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 IBTP?

Mostly new holders — 35% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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