Ishares Tr (IBID): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (IBID) following the 2026 Q1 hedge fund 13F filings?

As of today, IBID has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), IBID gained +0.4% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (IBID)

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

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 — 22% AUM from major funds

22% from top-100 AUM funds

5 of 29 holders rank in the top 100 by AUM, accounting for 22% 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

27.27%

13F Shares

788K

60.86%

Total Value

$33M

$20M

60.97%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

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

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	1.00%	342,509	$8.9M
2	Addison Advisors LLC	0.63%	108,663	$2.8M
3	Bradley & Co. Private Wealth Management, LLC	0.31%	22,824	$596K
4	High Note Wealth, LLC	0.26%	51,496	$1.3M
5	4Thought Financial Group Inc.	0.17%	13,495	$352K
6	Jim Saulnier & Associates, LLC	0.16%	12,556	$328K
7	MKT Advisors LLC	0.15%	17,449	$455K
8	Ark & Tlk Investments, LLC	0.12%	17,299	$452K
9	Tower Research Capital LLC (TRC)	0.03%	46,396	$1.2M
10	CENTRAL TRUST Co	0.01%	19,039	$497K
11	Barrett & Company, INC.	0.01%	1,000	$26K
12	McIlrath & Eck, LLC	0.00%	1,535	$40K
13	Beacon Pointe Advisors, LLC	0.00%	10,336	$270K
14	Asset Dedication, LLC	0.00%	775	$20K
15	Raymond James Financial Inc	0.00%	163,354	$4.3M
16	DAVENPORT & Co LLC	0.00%	8,770	$229K
17	LPL Financial LLC	0.00%	159,890	$4.2M
18	Osaic Holdings, INC.	0.00%	19,368	$506K
19	Cerity Partners LLC	0.00%	17,518	$457K
20	Creative Planning	0.00%	32,493	$849K
21	Parallel Advisors, LLC	0.00%	1,152	$30K
22	Allworth Financial LP	0.00%	1,990	$52K
23	Steward Partners Investment Advisory, LLC	0.00%	969	$25K
24	Jane Street Group, LLC	0.00%	38,084	$995K
25	Goldman Sachs Group Inc	0.00%	42,394	$1.1M

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 — 22% AUM from major funds: 5 of 29 holders rank in the top 100 by AUM, accounting for 22% 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.

Is it too late to buy Ishares Tr (IBID) following the 2026 Q1 hedge fund 13F filings?

As of today, IBID has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), IBID has gained +0.4% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (IBID)

Smart Money Signals — IBID

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +107% more funds vs a year ago

More buyers than sellers — 78% buying

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

Mostly new holders — 45% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 66% of holders entered in last year

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — IBID

Hedge Fund Ownership: IBID

Market Analysis: IBID

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBID

Is It Too Late to Buy Ishares Tr (IBID) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IBID

Statistics: IBID

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IBID)

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