Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBID)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
78%

Smart Money Signals — IBID

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IBID 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
29 hedge funds hold IBID 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 — +107% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+107% 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

18 buying5 selling
Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new IBID position: 6 → 4 → 3 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 45% entered in last year

■ 14% conviction (2yr+) ■ 41% medium ■ 45% new
Only 4 funds (14%) 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

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

Early stage — 66% of holders entered in last year

■ 17% veterans ■ 17% 1-2yr ■ 66% new
Of 29 current holders: 19 (66%) entered in the past year, only 5 (17%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
6 of 29 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — IBID

In 2026 Q1, 18 hedge funds were net buyers of IBID (9 opened a new position, 9 added to an existing one), while 5 reduced or exited (3 trimmed, 2 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in IBID is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: IBID

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

Market Analysis: IBID

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBID

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

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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
0.3
/ 10
conviction
Hedge Fund Positioning: IBID
2026 Q2 Stats Unlock in 1 days 28 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 22 27.27%
13F Shares 1M 788K 60.86%
Total Value $33M $20M 60.97%
New Positions 8 3 +5
Increased Positions 9 12 -3
Closed Positions 2 0 +2
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBID

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Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBID. 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 IBID holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantum Financial Advisors, LLC 0.95% 365,365 $9.6M
2 Addison Advisors LLC 0.75% 60,275 $1.6M
3 Bradley & Co. Private Wealth Management, LLC 0.29% 22,855 $600K
4 High Note Wealth, LLC 0.23% 51,499 $1.4M
5 4Thought Financial Group Inc. 0.17% 13,964 $366K
6 Jim Saulnier & Associates, LLC 0.16% 15,126 $397K
7 MKT Advisors LLC 0.15% 18,880 $485K
8 Ark & Tlk Investments, LLC 0.11% 17,299 $454K
9 IFG Advisory, LLC 0.02% 16,925 $444K
10 CENTRAL TRUST Co 0.01% 24,999 $656K
11 First National Trust Co 0.01% 9,515 $250K
12 Barrett & Company, INC. 0.01% 1,000 $26K
13 Tower Research Capital LLC (TRC) 0.01% 9,291 $244K
14 DAVENPORT & Co LLC 0.00% 38,778 $1.0M
15 Asset Dedication, LLC 0.00% 2,683 $70K
16 Raymond James Financial Inc 0.00% 540,076 $14.2M
17 Osaic Holdings, INC. 0.00% 81,062 $2.1M
18 LPL Financial LLC 0.00% 248,800 $6.5M
19 Beacon Pointe Advisors, LLC 0.00% 11,484 $301K
20 Allworth Financial LP 0.00% 9,772 $256K
21 Quent Capital, LLC 0.00% 400 $10K
22 Cerity Partners LLC 0.00% 17,550 $461K
23 Creative Planning 0.00% 32,499 $853K
24 Parallel Advisors, LLC 0.00% 1,152 $30K
25 Commonwealth Equity Services, LLC 0.00% 13,334 $350K
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 (IBID)

What does the Smart Money Trend signal show for IBID?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IBID 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 IBID?

More buyers than sellers — 78% buying: Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBID holders?

Strong quality — 30% AUM from major funds: 6 of 29 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IBID?

Mostly new holders — 45% entered in last year: Only 4 funds (14%) 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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