Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBLC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — IBLC

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IBLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
34 funds currently hold this stock — 87% of the 3.0-year high of 39 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+48% 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.
🟡

Slight buying edge — 52% buying

17 buying16 selling
Last quarter: 17 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 12 → 5 → 7. 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

9% conviction (2yr+) 50% medium 41% new
Only 3 funds (9%) 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.
⚠️

Saturation — most institutions already know this story

7 → 16 → 12 → 5 → 7 new funds/Q
New funds entering each quarter: 16 → 12 → 5 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 71% of holders entered in last year

15% veterans 15% 1-2yr 71% new
Of 34 current holders: 24 (71%) entered in the past year, only 5 (15%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
3 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IBLC

In 2026 Q2, 17 hedge funds were net buyers of IBLC (7 opened a new position, 10 added to an existing one), while 16 reduced or exited (7 trimmed, 9 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 34.

Hedge Fund Ownership: IBLC

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

Market Analysis: IBLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBLC

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IBLC
34 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 36 -5.56%
13F Shares 574K 558K 2.85%
Total Value $27M $24M 12.47%
New Positions 7 5 +2
Increased Positions 10 12 -2
Closed Positions 9 8 +1
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBLC

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Institutional Holders (2026 Q2)

34 + investors

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

QUARTER:
Top 25 IBLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foguth Wealth Management, LLC. 1.27% 251,149 $11.2M
2 Forefront Wealth Partners, LLC 0.08% 5,397 $260K
3 James Investment Research, INC. 0.07% 13,375 $644K
4 Acorn Wealth Advisors, LLC 0.06% 5,185 $250K
5 Bison Wealth, LLC 0.05% 12,000 $570K
6 WCG Wealth Advisors LLC 0.02% 21,620 $1.0M
7 Vise Technologies, Inc. 0.02% 37,087 $1.8M
8 Sound Income Strategies, LLC 0.01% 6,313 $304K
9 Steward Partners Investment Advisory, LLC 0.01% 35,802 $1.7M
10 Lanark Financial, INC. 0.01% 1,931 $93K
11 Financial Engines Advisors L.L.C. 0.00% 43,108 $2.1M
12 New York Life Investment Management LLC 0.00% 10,535 $507K
13 Wealth Enhancement Advisory Services, LLC 0.00% 38,501 $1.8M
14 HHM Wealth Advisors, LLC 0.00% 614 $30K
15 Provenance Wealth Advisors, LLC 0.00% 508 $24K
16 Osaic Holdings, INC. 0.00% 31,482 $1.5M
17 Farther Finance Advisors, LLC 0.00% 3,151 $152K
18 Wealthspire Advisors, LLC 0.00% 4,389 $211K
19 Allianz Se 0.00% 1,646 $79K
20 Strategic Advocates LLC 0.00% 4
21 Rockefeller Capital Management L.P. 0.00% 9,377 $451K
22 Empower Advisory Group, LLC 0.00% 4,555 $219K
23 Glass Jacobson Investment Advisors llc 0.00% 28 $1K
24 Creative Planning 0.00% 10,816 $521K
25 Capital Investment Advisory Services, LLC 0.00% 100 $5K
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 (IBLC)

What does the Smart Money Trend signal show for IBLC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IBLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IBLC?

Slight buying edge — 52% buying: Last quarter: 17 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBLC holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBLC?

Mostly new holders — 41% entered in last year: Only 3 funds (9%) 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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