Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBIF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
88%

Smart Money Signals — IBIF

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IBIF 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
27 hedge funds hold IBIF right now — the highest count in 3.0 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 — +108% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+108% 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 — 88% buying

22 buying3 selling
Last quarter: 22 funds were net buyers (4 opened a brand new position + 18 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 1 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 19% conviction (2yr+) ■ 41% medium ■ 41% new
Only 5 funds (19%) 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 — ~4 new funds/quarter

1 → 6 → 1 → 7 → 4 new funds/Q
New funds entering each quarter: 6 → 1 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 19% veterans, 44% new entrants

■ 19% veterans ■ 37% 1-2yr ■ 44% new
Of 27 current holders: 5 (19%) held 2+ years, 10 held 1–2 years, 12 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
4 of 27 holders rank in the top 100 by AUM, but together hold only 17% 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.

Institutional Sentiment Summary — IBIF

In 2026 Q2, 22 hedge funds were net buyers of IBIF (4 opened a new position, 18 added to an existing one), while 3 reduced or exited (2 trimmed, 1 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: IBIF

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

Market Analysis: IBIF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBIF

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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
0.5
/ 10
conviction
Hedge Fund Positioning: IBIF
27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 24 12.5%
13F Shares 2M 1M 64.1%
Total Value $45M $28M 65.11%
New Positions 4 7 -3
Increased Positions 18 9 +9
Closed Positions 1 2 -1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBIF

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 IBIF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantum Financial Advisors, LLC 0.89% 343,768 $9.0M
2 Briggs Wealth Management, Inc 0.67% 27,965 $735K
3 Jim Saulnier & Associates, LLC 0.35% 32,786 $862K
4 Bradley & Co. Private Wealth Management, LLC 0.23% 18,381 $483K
5 4Thought Financial Group Inc. 0.17% 13,840 $364K
6 MKT Advisors LLC 0.15% 18,422 $473K
7 Ark & Tlk Investments, LLC 0.12% 18,512 $487K
8 CENTRAL TRUST Co 0.06% 123,725 $3.3M
9 Robertson Stephens Wealth Management, LLC 0.05% 77,715 $2.0M
10 IFG Advisory, LLC 0.04% 38,890 $1.0M
11 Raymond James Financial Inc 0.00% 542,831 $14.3M
12 Asset Dedication, LLC 0.00% 1,351 $36K
13 Osaic Holdings, INC. 0.00% 48,328 $1.3M
14 Steward Partners Investment Advisory, LLC 0.00% 10,028 $264K
15 Tower Research Capital LLC (TRC) 0.00% 2,041 $54K
16 Allworth Financial LP 0.00% 10,509 $276K
17 Parallel Advisors, LLC 0.00% 1,141 $30K
18 Commonwealth Equity Services, LLC 0.00% 9,849 $259K
19 HighTower Advisors, LLC 0.00% 10,876 $286K
20 Citadel Advisors LLC 0.00% 90,905 $2.4M
21 Creative Planning 0.00% 15,536 $408K
22 Integrated Wealth Concepts LLC 0.00% 1,336 $35K
23 Jane Street Group, LLC 0.00% 61,138 $1.6M
24 LPL Financial LLC 0.00% 15,178 $399K
25 BlackRock, Inc. 0.00% 170,671 $4.5M
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 (IBIF)

What does the Smart Money Trend signal show for IBIF?

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

More buyers than sellers — 88% buying: Last quarter: 22 funds were net buyers (4 opened a brand new position + 18 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIF holders?

Smaller funds dominant — 17% AUM from top-100: 4 of 27 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBIF?

Mostly new holders — 41% entered in last year: Only 5 funds (19%) 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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