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

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

As of today, IMTB 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), IMTB 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.

Ishares Tr (IMTB)

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

Smart Money Signals — IMTB

Based on 60 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IMTB 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

60 hedge funds hold IMTB 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 — +25% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+25% 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 — 70% buying

32 buying14 selling

Last quarter: 32 funds were net buyers (9 opened a brand new position + 23 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 22% new

34 out of 60 hedge funds have held IMTB 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 — ~9 new funds/quarter

8 → 5 → 6 → 6 → 9 new funds/Q

New funds entering each quarter: 5 → 6 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new

Entry-cohort mix of 60 holders: 35 (58%) are 2+ year veterans, 7 entered 1–2 years ago, and 18 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

15 of 60 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	60	55	9.09%
13F Shares	5M	4M	3.54%
Total Value	$197M	$193M	2.08%
New Positions	9	6	+3
Increased Positions	23	19	+4
Closed Positions	4	4	-
Reduced Positions	10	12	-2
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

9.09%

13F Shares

3.54%

Total Value

$197M

$193M

2.08%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

60 + investors

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

QUARTER:

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

Top 25 IMTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ethos Capital Management, Inc.	8.28%	220,238	$9.7M
2	Octavia Wealth Advisors, LLC	1.95%	465,216	$20.4M
3	Destination Wealth Management	0.59%	516,269	$22.6M
4	Charis Legacy Partners, LLC	0.46%	7,100	$311K
5	5T Wealth, LLC	0.43%	24,784	$1.1M
6	Reliant Investment Partners, LLC	0.41%	11,193	$490K
7	PFG Advisors	0.34%	161,077	$7.1M
8	Cannon Financial Strategists, Inc.	0.16%	27,121	$1.2M
9	Comprehensive Money Management Services LLC	0.14%	4,785	$210K
10	Phillips Financial Management, LLC	0.09%	29,778	$1.3M
11	Chapman Financial Group, LLC	0.07%	2,257	$99K
12	Rice Partnership, LLC	0.07%	11,458	$502K
13	Mariner, LLC	0.07%	1,305,450	$57.2M
14	Godfrey Financial Associates, Inc.	0.05%	1,318	$58K
15	Summit Financial, LLC	0.04%	72,601	$3.2M
16	Kopp Family Office, LLC	0.03%	911	$40K
17	JGP Wealth Management, LLC	0.03%	5,756	$252K
18	Wealth Enhancement Advisory Services, LLC	0.02%	276,482	$12.1M
19	Steward Partners Investment Advisory, LLC	0.01%	48,027	$2.1M
20	Archer Investment Corp	0.01%	673	$29K
21	NFSG Corp	0.01%	744	$33K
22	Principal Securities, INC.	0.00%	6,107	$268K
23	Raymond James Financial Inc	0.00%	232,673	$10.2M
24	Concurrent Investment Advisors, LLC	0.00%	6,231	$273K
25	Nbc Securities, INC.	0.00%	900	$39K

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 (IMTB)

What does the Smart Money Trend signal show for IMTB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IMTB 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 IMTB?

More buyers than sellers — 70% buying: Last quarter: 32 funds were net buyers (9 opened a brand new position + 23 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMTB holders?

Strong quality — 22% AUM from major funds: 15 of 60 holders rank in the top 100 by AUM, accounting for 22% 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 IMTB?

57% of holders stayed for 2+ years: 34 out of 60 hedge funds have held IMTB 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 (IMTB) following the 2026 Q1 hedge fund 13F filings?

As of today, IMTB 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), IMTB 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.

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Ishares Tr (IMTB)

Smart Money Signals — IMTB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~9 new funds per quarter

57% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Veteran-anchored — 58% veterans vs 30% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — IMTB

Hedge Fund Ownership: IMTB

Market Analysis: IMTB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IMTB

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

Hedge Fund Positioning: IMTB

Statistics: IMTB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IMTB)

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