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

Ishares Tr (IBAT)

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

Smart Money Signals — IBAT

Based on 25 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 IBAT 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

25 hedge funds hold IBAT right now — the highest count in 2.2 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 — +317% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+317% 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 — 69% buying

18 buying8 selling

Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 4 → 13 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new

Only 0 funds (0%) 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.

💰

Value +82% but shares only +39% — price-driven

Value

+82%

+38%

Last quarter: the total dollar value of institutional holdings rose +82%, but actual share count only changed +39%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~8 new funds/quarter

2 → 3 → 4 → 13 → 8 new funds/Q

New funds entering each quarter: 3 → 4 → 13 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 88% of holders entered in last year

■ 0% veterans ■ 12% 1-2yr ■ 88% new

Of 25 current holders: 22 (88%) entered in the past year, only 0 (0%) 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.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

4 of 25 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	25	20	25.0%
13F Shares	508K	367K	38.56%
Total Value	$23M	$12M	81.97%
New Positions	8	13	-5
Increased Positions	10	1	+9
Closed Positions	3	2	+1
Reduced Positions	5	3	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

25.0%

13F Shares

508K

367K

38.56%

Total Value

$23M

$12M

81.97%

New Positions

-5

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:

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

Top 24 IBAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Midwest Financial Partners Investments, Inc.	1.06%	56,621	$2.6M
2	4wealth Advisors, INC.	0.18%	5,458	$240K
3	Guardian Capital LP	0.04%	38,500	$1.7M
4	Glassman Wealth Services	0.03%	6,396	$288K
5	Old Mission Capital LLC	0.03%	43,473	$2.0M
6	LVW Advisors, LLC	0.03%	6,503	$293K
7	Steward Partners Investment Advisory, LLC	0.02%	74,825	$3.4M
8	TD Waterhouse Canada Inc.	0.01%	95,034	$4.2M
9	Advisory Alpha, LLC	0.01%	7,840	$353K
10	Federation des caisses Desjardins du Quebec	0.01%	42,725	$1.9M
11	N.E.W. Advisory Services LLC	0.00%	1,450	$65K
12	Manchester Capital Management LLC	0.00%	520	$23K
13	Sanctuary Advisors, LLC	0.00%	10,840	$488K
14	CoreCap Advisors, LLC	0.00%	1,238	$56K
15	Lanark Financial, INC.	0.00%	249	$11K
16	Mercer Global Advisors Inc /Adv	0.00%	6,300	$284K
17	Harbour Investments, INC.	0.00%	550	$25K
18	Jane Street Group, LLC	0.00%	66,431	$3.0M
19	Quaker Wealth Management, LLC	0.00%	15	—
20	Citadel Advisors LLC	0.00%	18,112	$816K
21	Royal Bank of Canada	0.00%	10,114	$456K
22	Morgan Stanley	0.00%	12,746	$574K
23	Osaic Holdings, INC.	0.00%	247	$11K
24	UBS Group AG	0.00%	57	$3K

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 (IBAT)

What does the Smart Money Trend signal show for IBAT?

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

More buyers than sellers — 69% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBAT holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 25 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBAT?

Mostly new holders — 88% entered in last year: Only 0 funds (0%) 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 (IBAT)

Smart Money Signals — IBAT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +317% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 88% entered in last year

Value +82% but shares only +39% — price-driven

Steady discovery — ~8 new funds/quarter

Early stage — 88% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — IBAT

Hedge Fund Ownership: IBAT

Market Analysis: IBAT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBAT

Hedge Fund Positioning: IBAT

Statistics: IBAT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBAT)

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