Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HYBB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
57%

Smart Money Signals — HYBB

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their HYBB 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 — 88% of 3.0Y peak

88% of all-time peak
49 funds currently hold this stock — 88% of the 3.0-year high of 56 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold HYBB compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

29 buying22 selling
Last quarter: 29 funds bought or added vs 22 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 29% medium ■ 29% new
21 out of 49 hedge funds have held HYBB 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.
📊

Peak discovery — momentum slowing

8 → 7 → 10 → 6 → 7 new funds/Q
New funds entering each quarter: 7 → 10 → 6 → 7. HYBB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 16% 1-2yr ■ 35% new
Entry-cohort mix of 49 holders: 24 (49%) are 2+ year veterans, 8 entered 1–2 years ago, and 17 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
8 of 49 holders rank in the top 100 by AUM, but together hold only 11% 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.

Institutional Sentiment Summary — HYBB

In 2026 Q2, 29 hedge funds were net buyers of HYBB (7 opened a new position, 22 added to an existing one), while 22 reduced or exited (10 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 49.

Hedge Fund Ownership: HYBB

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

Market Analysis: HYBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYBB

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HYBB
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 54 -9.26%
13F Shares 6M 7M -22.33%
Total Value $266M $342M -22.09%
New Positions 7 6 +1
Increased Positions 22 14 +8
Closed Positions 12 8 +4
Reduced Positions 10 25 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYBB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

49 + investors

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

QUARTER:
Top 25 HYBB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WFA of San Diego, LLC 1.09% 28,510 $1.3M
2 Valmark Advisers, Inc. 0.88% 1,781,212 $83.3M
3 RMR Capital Management, LLC 0.61% 18,890 $883K
4 Arrowroot Family Office, LLC 0.40% 29,530 $1.4M
5 Hegarty Advisors, LLC 0.35% 10,909 $510K
6 Public Employees Retirement System of Ohio 0.35% 2,548,011 $119.2M
7 IFS Group,LLC 0.35% 5,451 $255K
8 Nottingham Advisors, INC. 0.22% 40,286 $1.9M
9 Reicon Wealth Advisors, LLC 0.22% 7,734 $362K
10 Zuckerman Investment Group, LLC 0.18% 46,130 $2.2M
11 Keeler Thomas Management LLC 0.09% 5,445 $255K
12 Fiduciary Financial Group, LLC 0.06% 11,124 $520K
13 Bank Julius Baer & Co. Ltd, Zurich 0.05% 373,321 $17.5M
14 Sheets Smith Wealth Management 0.04% 7,605 $356K
15 Mutual Advisors, LLC 0.02% 21,056 $985K
16 Fiduciary Financial Advisors 0.02% 3,438 $161K
17 KERR FINANCIAL PLANNING Corp 0.01% 265 $12K
18 1620 Investment Advisors, INC. 0.01% 450 $21K
19 Focus Partners Advisor Solutions, LLC 0.01% 30,316 $1.4M
20 Money Concepts Capital Corp 0.01% 4,347 $203K
21 Benjamin Edwards Inc 0.01% 12,855 $601K
22 Tocqueville Asset Management L.P. 0.01% 8,600 $402K
23 Victory Capital Management Inc 0.01% 196,500 $9.2M
24 Advisory Services Network, LLC 0.00% 6,607 $309K
25 Farther Finance Advisors, LLC 0.00% 6,784 $317K
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 (HYBB)

What does the Smart Money Trend signal show for HYBB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their HYBB 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 HYBB?

Slight buying edge — 57% buying: Last quarter: 29 funds bought or added vs 22 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 HYBB holders?

Smaller funds dominant — 11% AUM from top-100: 8 of 49 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HYBB?

43% of holders stayed for 2+ years: 21 out of 49 hedge funds have held HYBB 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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