Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (GBF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
48%

Smart Money Signals — GBF

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their GBF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
59 funds currently hold this stock — 75% of the 3.0-year high of 79 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold GBF compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

26 buying28 selling
Last quarter: 28 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 4 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 17% medium ■ 10% new
43 out of 59 hedge funds have held GBF 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.
⚠️

Saturation — most institutions already know this story

3 → 13 → 4 → 3 → 5 new funds/Q
New funds entering each quarter: 13 → 4 → 3 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 12% 1-2yr ■ 14% new
Of 59 current holders: 44 (75%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
12 of 59 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.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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.

Institutional Sentiment Summary — GBF

In 2026 Q1, 26 hedge funds were net buyers of GBF (5 opened a new position, 21 added to an existing one), while 28 reduced or exited (21 trimmed, 7 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 32% of total institutional value in GBF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: GBF

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

Market Analysis: GBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GBF

-- --

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

Is It Too Late to Buy ISHARES TR (GBF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GBF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
GBF
nan%
SPY
+13.7%

GBF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
GBF
nan%
SPY
+0.0%

Since the filing became public, GBF outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GBF
59 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 61 -3.28%
13F Shares 882K 957K -7.86%
Total Value $92M $100M -8.63%
New Positions 5 3 +2
Increased Positions 21 18 +3
Closed Positions 7 4 +3
Reduced Positions 21 26 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GBF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

59 + investors

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

QUARTER:
Top 25 institutional holders of GBF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KELLY FINANCIAL GROUP LLC 0.64% 24,423 $2.5M
2 Destination Wealth Management 0.57% 209,614 $21.8M
3 Beirne Wealth Consulting Services, LLC 0.46% 15,576 $1.6M
4 Biondo Investment Advisors, LLC 0.22% 16,744 $1.7M
5 5T Wealth, LLC 0.14% 3,449 $359K
6 WorthPointe, LLC 0.14% 4,846 $505K
7 D L CARLSON INVESTMENT GROUP INC 0.13% 7,008 $730K
8 TSA Wealth Managment LLC 0.12% 3,516 $366K
9 OneDigital Investment Advisors LLC 0.11% 106,577 $11.1M
10 COLTON GROOME FINANCIAL ADVISORS, LLC 0.10% 3,296 $343K
11 Shared Vision Wealth Group LLC 0.09% 2,096 $218K
12 KICKSTAND VENTURES, LLC. 0.06% 2,952 $308K
13 WESBANCO BANK INC 0.04% 13,514 $1.4M
14 SILVER OAK SECURITIES, INCORPORATED 0.04% 4,669 $486K
15 GERMAN AMERICAN BANCORP, INC. 0.04% 3,937 $410K
16 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% 816 $85K
17 Procyon Advisors, LLC 0.02% 3,269 $341K
18 Sanctuary Advisors, LLC 0.01% 26,430 $2.8M
19 FIRST UNITED BANK & TRUST 0.01% 375 $39K
20 Csenge Advisory Group 0.01% 2,201 $229K
21 KEYBANK NATIONAL ASSOCIATION/OH 0.01% 27,390 $2.9M
22 Sigma Planning Corp 0.01% 3,272 $341K
23 FLOW TRADERS U.S. LLC 0.01% 2,727 —
24 AMG National Trust Bank 0.01% 3,835 $399K
25 FIRST NATIONAL TRUST CO 0.01% 2,000 $208K
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 (GBF)

What does the Smart Money Trend signal show for GBF?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their GBF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GBF?

More sellers than buyers — 48% buying: Last quarter: 28 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GBF holders?

Strong quality — 32% AUM from major funds: 12 of 59 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 GBF?

73% of holders stayed for 2+ years: 43 out of 59 hedge funds have held GBF 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 (GBF) following the 2026 Q1 hedge fund 13F filings?

As of today, GBF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GBF has gained nan% vs +13.7% 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.

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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