Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBHK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
73%

Smart Money Signals — IBHK

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IBHK 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
33 hedge funds hold IBHK right now — the highest count in 2.0 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 — +175% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+175% 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 — 73% buying

19 buying7 selling
Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (7 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% 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.
➡️

Steady discovery — ~7 new funds/quarter

4 → 3 → 11 → 6 → 7 new funds/Q
New funds entering each quarter: 3 → 11 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 79% of holders entered in last year

■ 0% veterans ■ 21% 1-2yr ■ 79% new
Of 33 current holders: 26 (79%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
7 of 33 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.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — IBHK

In 2026 Q1, 19 hedge funds were net buyers of IBHK (7 opened a new position, 12 added to an existing one), while 7 reduced or exited (7 trimmed their position) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: IBHK

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

Market Analysis: IBHK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBHK

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IBHK
2026 Q2 Stats Unlock in 3 days 33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 26 26.92%
13F Shares 969K 900K 7.65%
Total Value $25M $23M 5.97%
New Positions 7 6 +1
Increased Positions 12 17 -5
Closed Positions 0 2 -2
Reduced Positions 7 2 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBHK

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IBHK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lbmc Investment Advisors, LLC 0.93% 665,633 $17.2M
2 Straight Path Wealth Management 0.39% 65,230 $1.7M
3 Wrapmanager Inc 0.23% 28,510 $735K
4 Keeler Thomas Management LLC 0.12% 13,335 $344K
5 Focused Alpha, LLC 0.12% 17,780 $458K
6 First Western Trust Bank 0.08% 65,429 $1.7M
7 Reliant Wealth Planning 0.07% 10,067 $259K
8 Aspen Wealth Management LLC 0.05% 11,586 $299K
9 Ellis Investment Partners, LLC 0.04% 10,214 $263K
10 CNB Bank 0.03% 3,400 $88K
11 Barrett & Company, INC. 0.02% 2,474 $64K
12 Segment Wealth Management, LLC 0.01% 10,340 $266K
13 Integrated Wealth Concepts LLC 0.01% 80,270 $2.1M
14 Kestra Private Wealth Services, LLC 0.00% 16,778 $432K
15 Lido Advisors, LLC 0.00% 16,780 $432K
16 IFP Advisors, Inc 0.00% 1,599 $41K
17 Bogart Wealth, LLC 0.00% 578 $15K
18 Captrust Financial Advisors 0.00% 12,030 $310K
19 LPL Financial LLC 0.00% 75,368 $1.9M
20 Osaic Holdings, INC. 0.00% 3,674 $95K
21 AE Wealth Management LLC 0.00% 737 $19K
22 Raymond James Financial Inc 0.00% 11,810 $304K
23 Bank of America Corp /de/ 0.00% 40,799 $1.1M
24 BlackRock, Inc. 0.00% 168,374 $4.3M
25 NewEdge Advisors, LLC 0.00% 777 $20K
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 (IBHK)

What does the Smart Money Trend signal show for IBHK?

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

More buyers than sellers — 73% buying: Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (7 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBHK holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 33 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 IBHK?

Mostly new holders — 64% 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.

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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