Ishares Tr (MBB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (MBB) following the 2026 Q2 hedge fund 13F filings?

As of today, MBB has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.6%. Since the quarter end (June 30, 2026), MBB gained -4.7% vs +5.8% 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 (MBB)

1K + Investors. Track Smart Money conviction in MBB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MBB

Based on 1032 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 MBB 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

1,032 hedge funds hold MBB 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 — +12% more funds vs a year ago

fund count last 6Q

+110 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

659 buying337 selling

Last quarter: 659 funds were net buyers (106 opened a brand new position + 553 added to an existing one). Only 337 were sellers (244 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 102 → 169 → 125 → 106. 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.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 20% new

595 out of 1,032 hedge funds have held MBB 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 — ~106 new funds/quarter

101 → 102 → 169 → 125 → 106 new funds/Q

New funds entering each quarter: 102 → 169 → 125 → 106. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Entry-cohort mix of 1,034 holders: 636 (62%) are 2+ year veterans, 156 entered 1–2 years ago, and 242 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

36 of 1030 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	1021	1019	0.2%
13F Shares	373M	329M	13.14%
Total Value	$34.44B	$30.61B	12.53%
New Positions	101	125	-24
Increased Positions	550	492	+58
Closed Positions	97	111	-14
Reduced Positions	243	285	-42
Total Calls	1	3	-66.67%
Total Puts	2	2	-
PUT/CALL Ratio	2.0	0.67	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1021

1019

0.2%

13F Shares

373M

329M

13.14%

Total Value

$34.44B

$30.61B

12.53%

New Positions

101

125

-24

Increased Positions

550

492

+58

Closed Positions

111

-14

Reduced Positions

243

285

-42

Total Calls

-66.67%

Total Puts

PUT/CALL Ratio

2.0

0.67

Bearish

Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:

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

Top 25 MBB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Midland Wealth Advisors, LLC	11.19%	2,518,894	$238.1M
2	Clarity Financial LLC	9.41%	1,172,019	$110.8M
3	TIAA Wealth Investment Management LLC	9.38%	14,805,333	$1.40B
4	Nottingham Advisors, INC.	9.14%	816,347	$76.6M
5	Klaas Financial Asset Advisors, LLC	8.63%	733,132	$69.3M
6	Peak Financial Advisors LLC	8.17%	208,845	$19.7M
7	Prestige Wealth Management Group LLC	6.21%	361,979	$34.2M
8	Compass Wealth Management, LLC/GA	5.73%	152,072	$14.4M
9	Aureum Wealth Management, LLC	5.49%	93,670	$8.9M
10	SIMA Wealth Partners, LLC	5.45%	81,410	$7.7M
11	Tandem Wealth Advisors LLC	5.01%	133,260	$12.6M
12	Quattro Financial Advisors LLC	4.88%	241,622	$22.8M
13	AAFMAA Wealth Management & Trust LLC	4.09%	123,856	$11.7M
14	Ameraudi Asset Management, Inc.	4.04%	94,349	$8.9M
15	Core Wealth Advisors, LLC	4.02%	57,683	$5.5M
16	Jacobson & Schmitt Advisors, LLC	3.99%	258,653	$24.4M
17	Bestgate Wealth Advisors, LLC	3.94%	26,179	$2.5M
18	Lutz Financial Services LLC	3.79%	658,034	$62.2M
19	Quotient Wealth Partners, LLC	3.76%	1,685,608	$159.3M
20	Stockman Wealth Management, Inc.	3.75%	383,765	$36.3M
21	Parkside Investments, LLC	3.62%	345,053	$32.6M
22	Genesis Wealth Advisors, LLC	3.61%	63,935	$6.0M
23	Theory Financial LLC	3.41%	114,412	$10.8M
24	Meridian Wealth Partners, LLC	3.40%	297,555	$28.1M
25	Manhattan West Asset Management, LLC	3.30%	209,076	$19.8M

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 (MBB)

What does the Smart Money Trend signal show for MBB?

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

More buyers than sellers — 66% buying: Last quarter: 659 funds were net buyers (106 opened a brand new position + 553 added to an existing one). Only 337 were sellers (244 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBB holders?

Elite ownership — 66% AUM from top-100 funds: 36 of 1030 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MBB?

58% of holders stayed for 2+ years: 595 out of 1,032 hedge funds have held MBB 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 (MBB) following the 2026 Q2 hedge fund 13F filings?

As of today, MBB has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.6%. Since the quarter end (June 30, 2026), MBB has gained -4.7% vs +5.8% 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 (MBB)

Smart Money Signals — MBB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 66% buying

Fewer new buyers each quarter (-19 vs last Q)

58% of holders stayed for 2+ years

Steady discovery — ~106 new funds/quarter

Veteran-anchored — 62% veterans vs 23% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — MBB

Hedge Fund Ownership: MBB

Market Analysis: MBB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MBB

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

Hedge Fund Positioning: MBB

Statistics: MBB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (MBB)

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