Ishares Tr (FIBR) Hedge Fund Ownership (Q1 2026)

Ishares Tr (FIBR)

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

Smart Money Signals — FIBR

Based on 251 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added FIBR 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

251 hedge funds hold FIBR 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 — +1095% more funds vs a year ago

fund count last 6Q

+230 new funds entered over the past year (+1095% 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 — 84% buying

215 buying41 selling

Last quarter: 215 funds were net buyers (80 opened a brand new position + 135 added to an existing one). Only 41 were sellers (26 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-86 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 3 → 7 → 166 → 80. 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.

🔄

Mostly new holders — 84% entered in last year

■ 10% conviction (2yr+) ■ 6% medium ■ 84% new

Only 24 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

5 → 3 → 7 → 166 → 80 new funds/Q

New funds entering each quarter: 3 → 7 → 166 → 80. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 82% of holders entered in last year

■ 17% veterans ■ 2% 1-2yr ■ 82% new

Of 251 current holders: 205 (82%) entered in the past year, only 42 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

15 of 251 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FIBR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	245	185	32.43%
13F Shares	11M	8M	42.57%
Total Value	$946M	$704M	34.37%
New Positions	76	165	-89
Increased Positions	133	15	+118
Closed Positions	16	5	+11
Reduced Positions	26	3	+23
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

245

185

32.43%

13F Shares

11M

42.57%

Total Value

$946M

$704M

34.37%

New Positions

165

-89

Increased Positions

133

+118

Closed Positions

+11

Reduced Positions

+23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

245 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 FIBR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mcmorgan & Co LLC	2.51%	187,772	$16.7M
2	Ffg Retirement Advisors LLC	1.77%	37,704	$3.3M
3	Alpine Bank Wealth Management	1.44%	126,530	$11.2M
4	Alterna Wealth Management, Inc	1.32%	26,025	$2.3M
5	Milestone Asset Management, LLC	1.31%	93,640	$8.3M
6	Kelly Financial Services LLC	1.29%	67,728	$6.0M
7	Traveka Wealth, LLC	1.27%	43,141	$3.8M
8	Tidemark, LLC	1.15%	57,672	$5.1M
9	Swp Financial LLC	1.11%	27,169	$2.4M
10	Midwest Capital Advisors, LLC	1.02%	28,356	$2.5M
11	Beacon Bridge Wealth Partners, LLC	0.86%	34,108	$3.0M
12	Curtis Wealth Management LLC	0.82%	10,968	$973K
13	Ethos Capital Management, Inc.	0.75%	11,857	$1.1M
14	Cassilly Financial Group LLC	0.69%	10,723	$951K
15	TSA Wealth Managment LLC	0.64%	25,599	$2.3M
16	Optivise Advisory Services LLC	0.57%	12,666	$1.1M
17	FLP Wealth Management, LLC	0.53%	3,367	$299K
18	Shared Vision Wealth Group LLC	0.48%	15,856	$1.4M
19	Financial Life Advisors	0.42%	16,482	$1.5M
20	Ehrlich Financial Group	0.40%	8,695	$771K
21	Pettinga Financial Advisors LLC	0.38%	27,018	$2.4M
22	Chatterton & Associates Inc.	0.38%	7,420	$652K
23	Sharkey, Howes & Javer	0.38%	35,252	$3.1M
24	Town Capital LLC	0.38%	6,679	$593K
25	Archer Investment Management, LLC	0.37%	12,303	$1.1M

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 (FIBR)

What does the Smart Money Trend signal show for FIBR?

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

More buyers than sellers — 84% buying: Last quarter: 215 funds were net buyers (80 opened a brand new position + 135 added to an existing one). Only 41 were sellers (26 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIBR holders?

Elite ownership — 52% AUM from top-100 funds: 15 of 251 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FIBR. 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 FIBR?

Mostly new holders — 84% entered in last year: Only 24 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (FIBR)

Smart Money Signals — FIBR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1095% more funds vs a year ago

More buyers than sellers — 84% buying

Fewer new buyers each quarter (-86 vs last Q)

Mostly new holders — 84% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 82% of holders entered in last year

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — FIBR

Hedge Fund Ownership: FIBR

Market Analysis: FIBR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FIBR

Hedge Fund Positioning: FIBR

Statistics: FIBR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (FIBR)

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