Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBHJ)

36 + 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
↑ +6
Streak
9Q ▲
Buyers last Q
81%

Smart Money Signals — IBHJ

Based on 36 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
36 hedge funds hold IBHJ right now — the highest count in 2.8 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 — +112% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+112% 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 — 81% buying

29 buying7 selling
Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 11% conviction (2yr+) ■ 39% medium ■ 50% new
Only 4 funds (11%) 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.
➡️

Steady discovery — ~9 new funds/quarter

6 → 4 → 3 → 10 → 9 new funds/Q
New funds entering each quarter: 4 → 3 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 64% of holders entered in last year

■ 3% veterans ■ 33% 1-2yr ■ 64% new
Of 36 current holders: 23 (64%) entered in the past year, only 1 (3%) 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 — 12% AUM from top-100

12% from top-100 AUM funds
5 of 36 holders rank in the top 100 by AUM, but together hold only 12% 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 2025 Q4, 29 hedge funds were net buyers of IBHJ (9 opened a new position, 20 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 36.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IBHJ
2026 Q1 Stats Unlock in 8 days 36 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 36 30 20.0%
13F Shares 2M 1M 32.24%
Total Value $48M $36M 31.61%
New Positions 9 10 -1
Increased Positions 20 11 +9
Closed Positions 3 0 +3
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHJ

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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 Q1)

36 + investors

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

Top 25 institutional holders of IBHJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Mission, Inc. 3.11% 203,575 $5.3M
2 Straight Path Wealth Management 0.52% 73,952 $1.9M
3 Keeler Thomas Management LLC 0.31% 28,357 $744K
4 WRAPMANAGER INC 0.28% 31,043 $814K
5 FOCUSED ALPHA, LLC 0.19% 23,941 $628K
6 Chicago Partners Investment Group LLC 0.11% 189,504 $5.0M
7 THREADGILL FINANCIAL, LLC 0.07% 9,621 $252K
8 Aspen Wealth Management LLC 0.06% 11,292 $296K
9 CNB Bank 0.03% 3,150 $83K
10 Stockman Wealth Management, Inc. 0.03% 11,060 $290K
11 BARRETT & COMPANY, INC. 0.02% 2,740 $72K
12 Segment Wealth Management, LLC 0.02% 12,925 $339K
13 High Note Wealth, LLC 0.01% 1,877 $49K
14 IFP Advisors, Inc 0.01% 11,026 $289K
15 Ascentis Independent Advisors 0.01% 2,600 $68K
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 13,165 $345K
17 Stratos Wealth Partners, LTD. 0.00% 7,877 $207K
18 Cherry Tree Wealth Management, LLC 0.00% 326 $9K
19 Parallel Advisors, LLC 0.00% 3,376 $89K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 21,000 $551K
21 LPL Financial LLC 0.00% 95,972 $2.5M
22 Bogart Wealth, LLC 0.00% 563 $15K
23 Blue Trust, Inc. 0.00% 743 $19K
24 HM PAYSON & CO 0.00% 377 $10K
25 WELLS FARGO & COMPANY/MN 0.00% 10,532 $276K
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 — 9 quarters in a row: For 9 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 — 81% buying: Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHJ holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 36 holders rank in the top 100 by AUM, but together hold only 12% 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 — 50% entered in last year: Only 4 funds (11%) 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.