Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
10Q ▲
Buyers last Q
78%

Smart Money Signals — IBHJ

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added IBHJ 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
47 hedge funds hold IBHJ 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 — +135% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+135% 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 — 78% buying

32 buying9 selling
Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 10 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 55% entered in last year

■ 15% conviction (2yr+) ■ 30% medium ■ 55% new
Only 7 funds (15%) 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.
📈

Growing discovery — still being found

4 → 4 → 10 → 9 → 12 new funds/Q
New funds entering each quarter: 4 → 10 → 9 → 12. A growing number of institutions are discovering IBHJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 64% of holders entered in last year

■ 9% veterans ■ 28% 1-2yr ■ 64% new
Of 47 current holders: 30 (64%) entered in the past year, only 4 (9%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
8 of 47 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IBHJ

In 2026 Q1, 32 hedge funds were net buyers of IBHJ (12 opened a new position, 20 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: IBHJ

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

Market Analysis: IBHJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHJ

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IBHJ
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 47 8.51%
13F Shares 3M 2M 27.5%
Total Value $75M $58M 28.49%
New Positions 11 12 -1
Increased Positions 23 20 +3
Closed Positions 7 2 +5
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHJ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 IBHJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Mission, Inc. 2.66% 201,259 $5.3M
2 Lbmc Investment Advisors, LLC 1.71% 1,189,960 $31.5M
3 Straight Path Wealth Management 0.46% 74,169 $2.0M
4 Bullock Wealth Management Group 0.29% 25,829 $680K
5 Wrapmanager Inc 0.23% 27,776 $735K
6 Mtm Financial Group, LLC 0.21% 18,390 $487K
7 Ironwood Financial, llc 0.20% 49,044 $1.3M
8 Focused Alpha, LLC 0.17% 24,337 $644K
9 Chicago Partners Investment Group LLC 0.10% 200,057 $5.2M
10 Tableaux LLC 0.10% 8,847 $234K
11 Quad-Cities Investment Group, LLC 0.08% 8,672 $230K
12 First Western Trust Bank 0.08% 61,154 $1.6M
13 Aspen Wealth Management LLC 0.05% 11,292 $299K
14 Guidance Point Advisors, LLC 0.05% 8,091 $214K
15 Orion Capital Management LLC 0.04% 5,000 $132K
16 Ellis Investment Partners, LLC 0.04% 9,954 $263K
17 CNB Bank 0.03% 3,304 $87K
18 Stockman Wealth Management, Inc. 0.03% 11,060 $293K
19 Barrett & Company, INC. 0.02% 2,740 $73K
20 Segment Wealth Management, LLC 0.02% 13,805 $365K
21 1900 Wealth Management LLC 0.01% 8,694 $230K
22 Belpointe Asset Management LLC 0.01% 11,273 $298K
23 Integrated Wealth Concepts LLC 0.01% 75,088 $2.0M
24 Freestone Capital Holdings, LLC 0.01% 10,005 $265K
25 IFP Advisors, Inc 0.01% 10,750 $284K
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 (IBHJ)

What does the Smart Money Trend signal show for IBHJ?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added IBHJ 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 IBHJ?

More buyers than sellers — 78% buying: Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHJ holders?

Smaller funds dominant — 16% AUM from top-100: 8 of 47 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBHJ?

Mostly new holders — 55% entered in last year: Only 7 funds (15%) 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.

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.

Full history →