Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IMTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — IMTM

Based on 234 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IMTM 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
234 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 — +23% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+23% 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 — 61% buying

138 buying88 selling
Last quarter: 138 funds were net buyers (37 opened a brand new position + 101 added to an existing one). Only 88 were sellers (57 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IMTM position: 40 → 41 → 28 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 25% new
111 out of 234 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.
📊

Peak discovery — momentum slowing

39 → 40 → 41 → 28 → 37 new funds/Q
New funds entering each quarter: 40 → 41 → 28 → 37. IMTM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 47% veterans vs 35% newcomers

■ 47% veterans ■ 18% 1-2yr ■ 35% new
Entry-cohort mix of 234 holders: 109 (47%) are 2+ year veterans, 42 entered 1–2 years ago, and 83 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
23 of 234 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — IMTM

In 2026 Q2, 138 hedge funds were net buyers of IMTM (37 opened a new position, 101 added to an existing one), while 88 reduced or exited (57 trimmed, 31 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 234.

Hedge Fund Ownership: IMTM

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

Market Analysis: IMTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMTM

-- --

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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: IMTM
233 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 233 228 2.19%
13F Shares 64M 60M 6.76%
Total Value $3.32B $2.83B 17.32%
New Positions 37 28 +9
Increased Positions 100 84 +16
Closed Positions 32 26 +6
Reduced Positions 57 67 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMTM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

233 + 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:
Top 25 IMTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shore Point Advisors, LLC 7.12% 483,285 $20.8M
2 Archvest Wealth Advisors, Inc. 5.68% 183,959 $9.8M
3 Solano Wealth Investment Advisors LLC 5.09% 209,765 $11.2M
4 Alexis Investment Partners, LLC 4.54% 146,985 $7.8M
5 Family Capital Trust Co 4.10% 258,862 $11.8M
6 Straight Path Wealth Management 3.72% 298,739 $15.9M
7 Armbruster Capital Management, Inc. 3.66% 460,391 $24.6M
8 Tacita Capital Inc 3.21% 110,746 $5.9M
9 Financial Freedom, LLC 3.02% 123,503 $6.6M
10 Symmetry Partners, LLC 2.58% 948,588 $50.6M
11 RHS Financial, LLC 2.29% 106,314 $5.7M
12 Veridan Wealth LLC 2.15% 118,750 $6.3M
13 AdvisorShares Investments LLC 2.08% 323,586 $17.3M
14 CGC Financial Services, LLC 2.08% 173,298 $9.2M
15 Cabot Wealth Management Inc 1.75% 322,958 $17.2M
16 Mercer Global Advisors Inc /Adv 1.72% 25,838,116 $1.38B
17 Columbia Advisory Partners LLC 1.71% 58,018 $3.1M
18 Valued Retirements, Inc. 1.61% 33,643 $1.8M
19 Impact Capital Partners LLC 1.58% 108,501 $5.8M
20 Ritholtz Wealth Management 1.45% 1,825,275 $97.3M
21 Atlas Capital Advisors INC. 1.41% 256,678 $12.3M
22 Financial Partners Group, Inc 1.37% 253,750 $13.5M
23 Acropolis Investment Management, LLC 1.34% 630,719 $30.3M
24 Kathmere Capital Management, LLC 1.29% 455,627 $24.3M
25 Wealth Enhancement Advisory Services, LLC 1.18% 13,428,393 $703.5M
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?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IMTM 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 IMTM?

More buyers than sellers — 61% buying: Last quarter: 138 funds were net buyers (37 opened a brand new position + 101 added to an existing one). Only 88 were sellers (57 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMTM holders?

Smaller funds dominant — 13% AUM from top-100: 23 of 234 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMTM?

47% of holders stayed for 2+ years: 111 out of 234 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.

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.

Full history →