Ishares Tr (IBIE) Hedge Fund Ownership (Q1 2026)

Ishares Tr (IBIE)

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

Smart Money Signals — IBIE

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IBIE 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

31 hedge funds hold IBIE 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 — +121% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+121% 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 — 75% buying

18 buying6 selling

Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 8 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 45% entered in last year

■ 10% conviction (2yr+) ■ 45% medium ■ 45% new

Only 3 funds (10%) 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.

📊

Peak discovery — momentum slowing

5 → 8 → 8 → 3 → 8 new funds/Q

New funds entering each quarter: 8 → 8 → 3 → 8. IBIE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 74% of holders entered in last year

■ 6% veterans ■ 19% 1-2yr ■ 74% new

Of 31 current holders: 23 (74%) entered in the past year, only 2 (6%) 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 — 6% AUM from top-100

6% from top-100 AUM funds

5 of 31 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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	30	26	15.38%
13F Shares	3M	3M	8.66%
Total Value	$73M	$67M	9.76%
New Positions	7	3	+4
Increased Positions	10	15	-5
Closed Positions	3	3	-
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

15.38%

13F Shares

8.66%

Total Value

$73M

$67M

9.76%

New Positions

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBIE. 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.

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

Top 25 IBIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TRUE Private Wealth Advisors	2.92%	1,288,159	$33.9M
2	Split Rock Private Trading & Wealth Management, LLC	1.48%	82,068	$2.2M
3	Quantum Financial Advisors, LLC	0.96%	368,799	$9.7M
4	Addison Advisors LLC	0.73%	58,583	$1.5M
5	Briggs Wealth Management, Inc	0.55%	23,003	$605K
6	Jim Saulnier & Associates, LLC	0.42%	39,506	$1.0M
7	North Star Investment Management Corp.	0.32%	224,023	$5.9M
8	Bradley & Co. Private Wealth Management, LLC	0.30%	23,989	$631K
9	4Thought Financial Group Inc.	0.17%	13,862	$365K
10	MKT Advisors LLC	0.15%	18,932	$487K
11	Ark & Tlk Investments, LLC	0.12%	17,909	$471K
12	Strategic Financial Concepts, LLC	0.08%	10,770	$283K
13	Penobscot Investment Management Company, Inc.	0.06%	34,000	$894K
14	Gateway Wealth Partners, LLC	0.05%	34,080	$896K
15	CENTRAL TRUST Co	0.05%	99,280	$2.6M
16	IFG Advisory, LLC	0.02%	26,547	$698K
17	Clark Asset Management, LLC	0.02%	10,133	$266K
18	Tower Research Capital LLC (TRC)	0.01%	16,275	$428K
19	Barrett & Company, INC.	0.01%	1,000	$26K
20	DAVENPORT & Co LLC	0.00%	38,443	$1.0M
21	Raymond James Financial Inc	0.00%	512,385	$13.5M
22	Osaic Holdings, INC.	0.00%	106,845	$2.8M
23	Asset Dedication, LLC	0.00%	994	$26K
24	Farther Finance Advisors, LLC	0.00%	6,981	$184K
25	Allworth Financial LP	0.00%	9,904	$260K

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 (IBIE)

What does the Smart Money Trend signal show for IBIE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IBIE 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 IBIE?

More buyers than sellers — 75% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIE holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 31 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBIE?

Mostly new holders — 45% entered in last year: Only 3 funds (10%) 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.

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Ishares Tr (IBIE)

Smart Money Signals — IBIE

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +121% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 45% entered in last year

Peak discovery — momentum slowing

Early stage — 74% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — IBIE

Hedge Fund Ownership: IBIE

Market Analysis: IBIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBIE

Hedge Fund Positioning: IBIE

Statistics: IBIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBIE)

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