Ishares Tr (IBIH) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IBIH)

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

Smart Money Signals — IBIH

Based on 19 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added IBIH 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

19 hedge funds hold IBIH 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 — +90% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+90% 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 — 94% buying

17 buying1 selling

Last quarter: 17 funds were net buyers (4 opened a brand new position + 13 added to an existing one). Only 1 were sellers (0 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: 3 → 2 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 47% entered in last year

■ 16% conviction (2yr+) ■ 37% medium ■ 47% new

Only 3 funds (16%) 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

3 → 3 → 2 → 5 → 4 new funds/Q

New funds entering each quarter: 3 → 2 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 58% of holders entered in last year

■ 21% veterans ■ 21% 1-2yr ■ 58% new

Of 19 current holders: 11 (58%) entered in the past year, only 4 (21%) 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

3 of 19 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.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	19	16	18.75%
13F Shares	992K	638K	55.42%
Total Value	$26M	$16M	58.03%
New Positions	4	5	-1
Increased Positions	13	7	+6
Closed Positions	1	2	-1
Reduced Positions	0	2	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

18.75%

13F Shares

992K

638K

55.42%

Total Value

$26M

$16M

58.03%

New Positions

-1

Increased Positions

Closed Positions

-1

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:

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

Top 19 IBIH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Yoder Wealth Management, Inc.	1.70%	165,268	$4.3M
2	Quantum Financial Advisors, LLC	0.61%	234,139	$6.2M
3	Bradley & Co. Private Wealth Management, LLC	0.29%	22,784	$599K
4	4Thought Financial Group Inc.	0.17%	13,858	$364K
5	Jim Saulnier & Associates, LLC	0.16%	15,443	$406K
6	Ark & Tlk Investments, LLC	0.12%	19,158	$504K
7	IFG Advisory, LLC	0.04%	40,621	$1.1M
8	CENTRAL TRUST Co	0.04%	77,347	$2.0M
9	Tower Research Capital LLC (TRC)	0.02%	33,599	$883K
10	Bullock Wealth Management Group	0.00%	386	$10K
11	Asset Dedication, LLC	0.00%	759	$20K
12	Allworth Financial LP	0.00%	8,515	$224K
13	Osaic Holdings, INC.	0.00%	17,914	$471K
14	Steward Partners Investment Advisory, LLC	0.00%	3,139	$83K
15	Raymond James Financial Inc	0.00%	49,977	$1.3M
16	Jane Street Group, LLC	0.00%	66,157	$1.7M
17	LPL Financial LLC	0.00%	22,257	$585K
18	Citadel Advisors LLC	0.00%	29,659	$780K
19	BlackRock, Inc.	0.00%	170,769	$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 (IBIH)

What does the Smart Money Trend signal show for IBIH?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IBIH 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 IBIH?

More buyers than sellers — 94% buying: Last quarter: 17 funds were net buyers (4 opened a brand new position + 13 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIH holders?

Strong quality — 22% AUM from major funds: 3 of 19 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 IBIH?

Mostly new holders — 47% entered in last year: Only 3 funds (16%) 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 (IBIH)

Smart Money Signals — IBIH

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +90% more funds vs a year ago

More buyers than sellers — 94% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 47% entered in last year

Steady discovery — ~4 new funds/quarter

Early stage — 58% of holders entered in last year

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — IBIH

Hedge Fund Ownership: IBIH

Market Analysis: IBIH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBIH

Hedge Fund Positioning: IBIH

Statistics: IBIH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBIH)

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