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

Q: Is it too late to buy Ishares Tr (IBMO) following the 2026 Q2 hedge fund 13F filings?

As of today, IBMO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IBMO gained -0.1% vs +3.4% 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 (IBMO)

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

Smart Money Signals — IBMO

Based on 193 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IBMO 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

193 hedge funds hold IBMO 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.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

82 buying72 selling

Last quarter: 82 funds bought or added vs 72 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 — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 17 → 22 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new

100 out of 193 hedge funds have held IBMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

9 → 16 → 17 → 22 → 27 new funds/Q

New funds entering each quarter: 16 → 17 → 22 → 27. A growing number of institutions are discovering IBMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 50% veterans vs 27% newcomers

■ 50% veterans ■ 23% 1-2yr ■ 27% new

Entry-cohort mix of 193 holders: 96 (50%) are 2+ year veterans, 44 entered 1–2 years ago, and 53 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

18 of 193 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	192	181	6.08%
13F Shares	18M	19M	-4.46%
Total Value	$458M	$503M	-8.97%
New Positions	27	22	+5
Increased Positions	55	69	-14
Closed Positions	16	17	-1
Reduced Positions	56	42	+14
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

192

181

6.08%

13F Shares

18M

19M

-4.46%

Total Value

$458M

$503M

-8.97%

New Positions

Increased Positions

-14

Closed Positions

-1

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

192 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBMO. 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 IBMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rossmore Private Capital	2.99%	1,443,221	$37.0M
2	Paradiem, LLC	1.63%	294,149	$7.5M
3	Summitpoint Capital Management	1.28%	46,448	$1.2M
4	Kastel Capital Advisors, LLC	1.16%	71,546	$1.8M
5	O'Domhnaill Enterprises, Inc.	0.97%	47,124	$1.2M
6	Praetorian Wealth Management, Inc.	0.88%	198,055	$5.1M
7	Sonata Capital Group Inc	0.79%	95,677	$2.5M
8	Blue Square Asset Management, LLC	0.77%	74,014	$1.9M
9	Kathmere Capital Management, LLC	0.75%	553,898	$14.2M
10	Lbmc Investment Advisors, LLC	0.72%	520,304	$13.3M
11	Heffernan Advisory, Inc	0.70%	32,664	$838K
12	Granite Harbor Advisors, Inc.	0.68%	67,346	$1.7M
13	Atwater Malick LLC	0.50%	90,163	$2.3M
14	Evergreen Private Wealth LLC	0.49%	52,079	$1.3M
15	RIA Advisory Group LLC	0.42%	75,215	$1.9M
16	Hills Bank & Trust Co	0.41%	378,134	$9.7M
17	Postrock Partners LLC	0.40%	38,606	$990K
18	Sound View Wealth Advisors Group, LLC	0.34%	214,675	$5.5M
19	Scissortail Wealth Management, LLC	0.32%	64,989	$1.7M
20	Parkway Wealth Management Group, LLC	0.29%	98,369	$2.5M
21	PSI Advisors, LLC	0.29%	48,374	$1.2M
22	Quantum Financial Advisors, LLC	0.26%	103,716	$2.7M
23	Leavell Investment Management, INC.	0.26%	273,821	$7.0M
24	Lantz Financial LLC	0.25%	52,703	$1.4M
25	Foundry Financial Group, Inc.	0.25%	22,141	$568K

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 (IBMO)

What does the Smart Money Trend signal show for IBMO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IBMO 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 IBMO?

Slight buying edge — 53% buying: Last quarter: 82 funds bought or added vs 72 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 IBMO holders?

Strong quality — 24% AUM from major funds: 18 of 193 holders rank in the top 100 by AUM, accounting for 24% 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 IBMO?

52% of holders stayed for 2+ years: 100 out of 193 hedge funds have held IBMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (IBMO) following the 2026 Q2 hedge fund 13F filings?

As of today, IBMO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IBMO has gained -0.1% vs +3.4% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IBMO)

Smart Money Signals — IBMO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~27 new funds per quarter

52% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 50% veterans vs 27% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — IBMO

Hedge Fund Ownership: IBMO

Market Analysis: IBMO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBMO

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

Hedge Fund Positioning: IBMO

Statistics: IBMO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBMO)

Welcome to 13Foresight!