Ishares Tr (ILTB) Hedge Fund Ownership (Q2 2026)

Ishares Tr (ILTB)

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

Smart Money Signals — ILTB

Based on 91 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ILTB 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 (97% of max)

97% of all-time peak

91 hedge funds hold ILTB 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.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

51 buying38 selling

Last quarter: 51 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new ILTB position: 10 → 13 → 10 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new

48 out of 91 hedge funds have held ILTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

10 → 10 → 13 → 10 → 21 new funds/Q

New funds entering each quarter: 10 → 13 → 10 → 21. A growing number of institutions are discovering ILTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 55% veterans vs 22% newcomers

■ 55% veterans ■ 23% 1-2yr ■ 22% new

Entry-cohort mix of 91 holders: 50 (55%) are 2+ year veterans, 21 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

14 of 89 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in ILTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	89	84	5.95%
13F Shares	8M	7M	6.92%
Total Value	$374M	$347M	7.6%
New Positions	21	10	+11
Increased Positions	30	27	+3
Closed Positions	14	15	-1
Reduced Positions	24	29	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.95%

13F Shares

6.92%

Total Value

$374M

$347M

7.6%

New Positions

+11

Increased Positions

Closed Positions

-1

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

89 + investors

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

QUARTER:

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

Top 25 ILTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Retiremitten Financial LLC	5.83%	280,658	$13.8M
2	Cedar Mountain Advisors, LLC	2.08%	245,120	$12.1M
3	Verde Capital Management	1.41%	154,947	$7.6M
4	ETF Portfolio Partners, Inc.	1.29%	110,478	$5.4M
5	Veratis Advisors, Inc.	0.79%	22,756	$1.1M
6	Independent Wealth Network Inc.	0.59%	47,187	$2.3M
7	Zenith Solutions, INC.	0.58%	12,939	$637K
8	Schmidt P J Investment Management Inc	0.53%	68,757	$3.4M
9	Cresta Advisors, Ltd.	0.40%	22,570	$1.1M
10	AE Wealth Management LLC	0.33%	1,443,080	$71.1M
11	HighPoint Advisor Group LLC	0.26%	149,612	$7.4M
12	Latitude Advisors, LLC	0.20%	10,150	$500K
13	Arkadios Wealth Advisors	0.18%	247,673	$12.2M
14	Creative Financial Designs Inc /Adv	0.18%	77,588	$3.8M
15	Planwiser Financial, LLC	0.17%	4,839	$238K
16	Level Financial Advisors	0.17%	15,014	$739K
17	Safeguard Investment Advisory Group, LLC	0.16%	14,303	$704K
18	Goldstone Financial Group, LLC	0.13%	29,671	$1.5M
19	Summit Wealth Partners, LLC	0.11%	15,810	$779K
20	Sound Income Strategies, LLC	0.10%	46,637	$2.3M
21	Elevated Capital Advisors, LLC	0.09%	6,537	$322K
22	CreativeOne Wealth, LLC	0.08%	75,082	$3.7M
23	Gwn Securities INC.	0.08%	9,513	$469K
24	PlanVest Financial, Inc	0.08%	2,362	$116K
25	Prospera Financial Services Inc	0.02%	33,228	$1.6M

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 (ILTB)

What does the Smart Money Trend signal show for ILTB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ILTB 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 ILTB?

Slight buying edge — 57% buying: Last quarter: 51 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ILTB holders?

Elite ownership — 52% AUM from top-100 funds: 14 of 89 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in ILTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ILTB?

53% of holders stayed for 2+ years: 48 out of 91 hedge funds have held ILTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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 (ILTB)

Smart Money Signals — ILTB

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +5% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+11 vs last Q)

53% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 55% veterans vs 22% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — ILTB

Hedge Fund Ownership: ILTB

Market Analysis: ILTB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ILTB

Hedge Fund Positioning: ILTB

Statistics: ILTB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ILTB)

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