Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — ISTB

Based on 402 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
402 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

214 buying165 selling
Last quarter: 214 funds bought or added vs 165 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.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 39 → 49 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
270 out of 402 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.
📈

Growing discovery — still being found

28 → 30 → 39 → 49 → 45 new funds/Q
New funds entering each quarter: 30 → 39 → 49 → 45. A growing number of institutions are discovering ISTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 402 holders: 279 (69%) are 2+ year veterans, 50 entered 1–2 years ago, and 73 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
24 of 401 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — ISTB

In 2026 Q2, 214 hedge funds were net buyers of ISTB (45 opened a new position, 169 added to an existing one), while 165 reduced or exited (126 trimmed, 39 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in ISTB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 402.

Hedge Fund Ownership: ISTB

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

Market Analysis: ISTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISTB

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 21 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ISTB
398 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 398 396 0.51%
13F Shares 79M 71M 11.33%
Total Value $3.16B $2.83B 11.48%
New Positions 44 49 -5
Increased Positions 169 176 -7
Closed Positions 41 39 +2
Reduced Positions 125 107 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISTB

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Institutional Holders (2026 Q2)

398 + investors

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

QUARTER:
Top 25 ISTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fpc Investment Advisory, INC. 15.63% 688,511 $33.1M
2 Alexander Randolph Advisory, Inc. 13.04% 328,042 $15.8M
3 Prosperity Planning, Inc. 12.15% 1,098,252 $53.0M
4 Seven Springs Wealth Group, LLC 12.05% 1,144,207 $55.2M
5 Ballast Financial Advisors LLC 10.83% 248,050 $12.0M
6 Fiduciary Advisors, INC. 8.80% 270,975 $13.1M
7 LJI Wealth Management, LLC 8.10% 1,198,694 $57.8M
8 Courage Miller Partners, LLC 7.57% 594,284 $28.7M
9 Triad Wealth Partners, LLC 7.35% 2,603,382 $124.7M
10 Financial Solutions Advisory Group, Inc. 6.83% 1,124,285 $54.0M
11 IRON Financial LLC 6.57% 329,734 $15.9M
12 Townsend Financial Planning, LLC 5.89% 140,081 $6.8M
13 Lakeridge Wealth Management LLC 5.64% 318,545 $15.4M
14 Wealth Management Resources, INC. 5.35% 359,263 $17.3M
15 Townsend & Associates, Inc 5.08% 1,240,631 $59.6M
16 Omega Financial Group, LLC 5.05% 343,682 $16.6M
17 Trust Point Inc. 4.49% 1,096,210 $52.9M
18 Gilbert Capital Group, Inc. 4.43% 131,010 $6.3M
19 Opal Wealth Advisors, LLC 4.32% 414,929 $20.0M
20 Corepath Wealth Partners LLC 4.22% 140,922 $6.8M
21 Clear Wave Wealth Management LLC 3.92% 440,393 $21.2M
22 Buttonwood Financial Advisors Inc. 3.84% 261,384 $12.6M
23 Cahaba Wealth Management, INC. 3.53% 1,213,739 $58.6M
24 Cim, LLC 3.45% 553,486 $26.7M
25 Maimon Wealth Management LTD. 3.43% 92,160 $4.4M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 56% buying: Last quarter: 214 funds bought or added vs 165 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?

Strong quality — 32% AUM from major funds: 24 of 401 holders rank in the top 100 by AUM, accounting for 32% 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 ISTB?

67% of holders stayed for 2+ years: 270 out of 402 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.

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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