ISHARES TR (ISTB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (ISTB)

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

Smart Money Signals — ISTB

Based on 364 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ISTB 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 (98% of max)

98% of all-time peak

364 hedge funds hold ISTB 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding ISTB is almost the same as a year ago (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 59% buying

200 buying139 selling

Last quarter: 200 funds bought or added vs 139 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 (+7 vs last Q)

new funds entering per quarter

Funds opening a new ISTB position: 42 → 23 → 28 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 21% medium ■ 10% new

251 out of 364 hedge funds have held ISTB 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 — ~35 new funds/quarter

43 → 42 → 23 → 28 → 35 new funds/Q

New funds entering each quarter: 42 → 23 → 28 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 15% 1-2yr ■ 18% new

Of 364 current holders: 245 (67%) 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 — 18% AUM from top-100

18% from top-100 AUM funds

19 of 364 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	364	364	-
13F Shares	67M	63M	6.18%
Total Value	$3.26B	$3.07B	6.1%
New Positions	35	28	+7
Increased Positions	167	163	+4
Closed Positions	33	31	+2
Reduced Positions	106	118	-12
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

364

13F Shares

67M

63M

6.18%

Total Value

$3.26B

$3.07B

6.1%

New Positions

Increased Positions

167

163

Closed Positions

Reduced Positions

106

118

-12

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

364 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of ISTB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prosperity Planning, Inc.	12.50%	1,017,845	$49.3M
2	FIDUCIARY ADVISORS, INC.	9.23%	253,484	$12.3M
3	Courage Miller Partners, LLC	7.80%	569,876	$27.6M
4	IRON Financial LLC	7.00%	330,572	$16.0M
5	Townsend Financial Planning, LLC	6.24%	133,175	$6.5M
6	Boyd Wealth Management, LLC	5.69%	277,861	$13.5M
7	WEALTH MANAGEMENT RESOURCES, INC.	5.57%	330,044	$16.0M
8	Gilbert Capital Group, Inc.	5.49%	146,576	$7.1M
9	Lakeridge Wealth Management LLC	5.11%	245,216	$11.9M
10	Townsend & Associates, Inc	5.05%	1,205,567	$58.5M
11	Buttonwood Financial Advisors Inc.	4.84%	298,194	$14.5M
12	Trust Point Inc.	4.60%	1,092,877	$53.0M
13	Opal Wealth Advisors, LLC	4.56%	416,095	$20.2M
14	Strategic Financial Partners, Ltd.	4.49%	214,324	$10.4M
15	COREPATH WEALTH PARTNERS LLC	4.40%	134,589	$6.5M
16	CAHABA WEALTH MANAGEMENT, INC.	3.71%	1,128,804	$54.7M
17	SPINNAKER TRUST	3.70%	1,380,236	$66.9M
18	INVESTED ADVISORS	3.66%	74,838	$3.6M
19	Values First Advisors, Inc.	3.54%	140,270	$6.8M
20	Shepherd Street Advisors LLC	3.36%	70,294	$3.4M
21	STERLING INVESTMENT ADVISORS LLC /ADV	3.29%	141,580	$6.9M
22	MORRIS FINANCIAL CONCEPTS, INC.	3.11%	188,922	$9.2M
23	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	3.06%	478,052	$23K
24	MBL Wealth, LLC	3.06%	834,719	$40.5M
25	CAPITAL INSIGHT PARTNERS, LLC	2.76%	267,939	$13.1M

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 (ISTB)

What does the Smart Money Trend signal show for ISTB?

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

Slight buying edge — 59% buying: Last quarter: 200 funds bought or added vs 139 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 ISTB holders?

Smaller funds dominant — 18% AUM from top-100: 19 of 364 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISTB?

69% of holders stayed for 2+ years: 251 out of 364 hedge funds have held ISTB 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 (ISTB)

Smart Money Signals — ISTB

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 59% buying

More new buyers each quarter (+7 vs last Q)

69% of holders stayed for 2+ years

Steady discovery — ~35 new funds/quarter

Deep conviction — 67% of holders stayed 2+ years

Smaller funds dominant — 18% AUM from top-100

Hedge Fund Ownership: ISTB

Market Analysis: ISTB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISTB

Hedge Fund Positioning: ISTB

Statistics: ISTB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ISTB)

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