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

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

As of today, IMTM has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), IMTM gained +11.4% vs +14.1% 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 (IMTM)

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

Smart Money Signals — IMTM

Based on 226 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

226 hedge funds hold IMTM 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 — +39% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+39% 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.

🟡

Slight buying edge — 54% buying

111 buying94 selling

Last quarter: 111 funds bought or added vs 94 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.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 39 → 40 → 41 → 28. 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.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 27% new

104 out of 226 hedge funds have held IMTM 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 — ~28 new funds/quarter

25 → 39 → 40 → 41 → 28 new funds/Q

New funds entering each quarter: 39 → 40 → 41 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 21% 1-2yr ■ 32% new

Of 226 current holders: 106 (47%) 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.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

21 of 226 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	226	226	-
13F Shares	60M	65M	-8.15%
Total Value	$2.82B	$3.14B	-10.09%
New Positions	28	41	-13
Increased Positions	83	107	-24
Closed Positions	28	18	+10
Reduced Positions	66	49	+17
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

226

13F Shares

60M

65M

-8.15%

Total Value

$2.82B

$3.14B

-10.09%

New Positions

-13

Increased Positions

107

-24

Closed Positions

+10

Reduced Positions

+17

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

226 + investors

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

QUARTER:

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

Top 25 IMTM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shore Point Advisors, LLC	7.01%	453,302	$17.7M
2	Alexis Investment Partners, LLC	6.21%	195,036	$9.0M
3	Archvest Wealth Advisors, Inc.	5.73%	184,989	$8.9M
4	Solano Wealth Investment Advisors LLC	5.01%	209,184	$10.0M
5	Family Capital Trust Co	4.13%	263,505	$12.6M
6	Straight Path Wealth Management	3.78%	294,940	$14.2M
7	Armbruster Capital Management, Inc.	3.56%	452,927	$21.7M
8	Financial Freedom, LLC	3.12%	130,424	$6.3M
9	Tacita Capital Inc	3.11%	109,564	$5.3M
10	AdvisorShares Investments LLC	2.92%	333,088	$16.0M
11	Symmetry Partners, LLC	2.52%	918,233	$44.1M
12	CGC Financial Services, LLC	2.44%	175,994	$8.5M
13	Veridan Wealth LLC	2.02%	113,956	$5.5M
14	RHS Financial, LLC	1.79%	78,612	$3.8M
15	Cabot Wealth Management Inc	1.74%	315,194	$15.1M
16	Columbia Advisory Partners LLC	1.72%	56,271	$2.7M
17	Mercer Global Advisors Inc /Adv	1.71%	24,007,785	$1.15B
18	Valued Retirements, Inc.	1.60%	34,091	$1.6M
19	Impact Capital Partners LLC	1.52%	104,318	$5.0M
20	Ritholtz Wealth Management	1.44%	1,722,729	$82.7M
21	Atlas Capital Advisors INC.	1.41%	256,678	$12.3M
22	Acropolis Investment Management, LLC	1.34%	633,116	$30.4M
23	Kathmere Capital Management, LLC	1.28%	433,478	$20.8M
24	Financial Partners Group, Inc	1.19%	207,170	$9.9M
25	Wealth Enhancement Advisory Services, LLC	1.18%	11,979,760	$581.6M

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 (IMTM)

What does the Smart Money Trend signal show for IMTM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IMTM?

Slight buying edge — 54% buying: Last quarter: 111 funds bought or added vs 94 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 IMTM holders?

Smaller funds dominant — 14% AUM from top-100: 21 of 226 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMTM?

46% of holders stayed for 2+ years: 104 out of 226 hedge funds have held IMTM 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 (IMTM) following the 2026 Q1 hedge fund 13F filings?

As of today, IMTM has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), IMTM has gained +11.4% vs +14.1% 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 (IMTM)

Smart Money Signals — IMTM

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

Slight buying edge — 54% buying

Fewer new buyers each quarter (-13 vs last Q)

46% of holders stayed for 2+ years

Steady discovery — ~28 new funds/quarter

Deep conviction — 47% of holders stayed 2+ years

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — IMTM

Hedge Fund Ownership: IMTM

Market Analysis: IMTM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IMTM

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

Hedge Fund Positioning: IMTM

Statistics: IMTM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IMTM)

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