Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ILTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — ILTB

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ILTB 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 — 89% of 3.0Y peak

89% of all-time peak
84 funds currently hold this stock — 89% of the 3.0-year high of 94 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold ILTB compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

37 buying43 selling
Last quarter: 43 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 32% medium ■ 18% new
42 out of 84 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.
➡️

Steady discovery — ~10 new funds/quarter

18 → 9 → 10 → 13 → 10 new funds/Q
New funds entering each quarter: 9 → 10 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 23% 1-2yr ■ 26% new
Of 84 current holders: 43 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
14 of 84 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — ILTB

In 2026 Q1, 37 hedge funds were net buyers of ILTB (10 opened a new position, 27 added to an existing one), while 43 reduced or exited (29 trimmed, 14 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in ILTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 84.

Hedge Fund Ownership: ILTB

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

Market Analysis: ILTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILTB

-- --

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

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

Signal Freshness measures how much ILTB 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 · 81d ago
ILTB
nan%
SPY
+15.1%

ILTB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
ILTB
nan%
SPY
+1.3%

Since the filing became public, ILTB outperformed SPY by nan% .

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 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: ILTB
84 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 88 -4.55%
13F Shares 7M 12M -38.03%
Total Value $347M $479M -27.54%
New Positions 10 13 -3
Increased Positions 27 32 -5
Closed Positions 14 11 +3
Reduced Positions 29 26 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILTB

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

84 + 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:
Top 25 ILTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Retiremitten Financial LLC 6.00% 253,473 $12.4M
2 Cedar Mountain Advisors, LLC 2.34% 243,947 $11.9M
3 Verde Capital Management 1.83% 174,574 $8.6M
4 ETF Portfolio Partners, Inc. 1.35% 105,011 $5.1M
5 Independent Wealth Network Inc. 0.68% 46,858 $2.3M
6 Tounjian Advisory Partners, LLC 0.66% 37,538 $1.8M
7 Schmidt P J Investment Management Inc 0.54% 65,719 $3.2M
8 Cresta Advisors, Ltd. 0.45% 22,570 $1.1M
9 Focus Financial Network, Inc. 0.45% 254,176 $12.4M
10 AE Wealth Management LLC 0.35% 1,302,828 $63.8M
11 Elevated Capital Advisors, LLC 0.26% 21,108 $1.0M
12 Creative Financial Designs Inc /Adv 0.25% 83,439 $4.1M
13 Latitude Advisors, LLC 0.23% 10,150 $497K
14 Planwiser Financial, LLC 0.22% 6,110 $302K
15 Winter & Associates, Inc. 0.21% 4,819 $236K
16 Safeguard Investment Advisory Group, LLC 0.21% 15,193 $744K
17 Goldstone Financial Group, LLC 0.16% 29,807 $1.5M
18 Summit Wealth Partners, LLC 0.13% 16,894 $827K
19 PlanVest Financial, Inc 0.13% 3,500 $171K
20 Sound Income Strategies, LLC 0.09% 39,008 $1.9M
21 Gwn Securities INC. 0.09% 9,247 $453K
22 CreativeOne Wealth, LLC 0.08% 71,940 $3.5M
23 Arkadios Wealth Advisors 0.07% 91,731 $4.5M
24 Grey Fox Wealth Advisors, LLC 0.04% 4,549 $223K
25 Crescent Grove Advisors, LLC 0.03% 6,765 $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 (ILTB)

What does the Smart Money Trend signal show for ILTB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ILTB 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 ILTB?

More sellers than buyers — 46% buying: Last quarter: 43 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ILTB holders?

Elite ownership — 50% AUM from top-100 funds: 14 of 84 holders are among the 100 largest funds by AUM, controlling 50% 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?

50% of holders stayed for 2+ years: 42 out of 84 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.

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

As of today, ILTB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ILTB has gained nan% vs +15.1% 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.

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