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

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

As of today, IBMP 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), IBMP gained -0.2% 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 (IBMP)

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

Smart Money Signals — IBMP

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IBMP 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

185 hedge funds hold IBMP 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 — +26% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+26% 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 — 67% buying

99 buying48 selling

Last quarter: 99 funds were net buyers (19 opened a brand new position + 80 added to an existing one). Only 48 were sellers (37 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 17 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new

95 out of 185 hedge funds have held IBMP 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.

➡️

Steady discovery — ~19 new funds/quarter

11 → 22 → 17 → 23 → 19 new funds/Q

New funds entering each quarter: 22 → 17 → 23 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 52% veterans vs 26% newcomers

■ 52% veterans ■ 22% 1-2yr ■ 26% new

Entry-cohort mix of 185 holders: 96 (52%) are 2+ year veterans, 41 entered 1–2 years ago, and 48 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

15 of 185 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	184	176	4.55%
13F Shares	21M	20M	3.8%
Total Value	$508M	$505M	0.72%
New Positions	19	23	-4
Increased Positions	80	74	+6
Closed Positions	11	13	-2
Reduced Positions	37	35	+2
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

184

176

4.55%

13F Shares

21M

20M

3.8%

Total Value

$508M

$505M

0.72%

New Positions

-4

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBMP. 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 IBMP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Heartwood Wealth Advisors LLC	1.38%	697,944	$17.7M
2	Paradiem, LLC	1.36%	248,470	$6.3M
3	Summitpoint Capital Management	1.28%	46,777	$1.2M
4	Praetorian Wealth Management, Inc.	1.25%	285,165	$7.2M
5	Kastel Capital Advisors, LLC	1.21%	74,959	$1.9M
6	Postrock Partners LLC	1.02%	98,576	$2.5M
7	O'Domhnaill Enterprises, Inc.	0.97%	47,633	$1.2M
8	Sonata Capital Group Inc	0.87%	106,489	$2.7M
9	Lbmc Investment Advisors, LLC	0.81%	584,924	$14.9M
10	Granite Harbor Advisors, Inc.	0.77%	76,411	$1.9M
11	Blue Square Asset Management, LLC	0.77%	74,339	$1.9M
12	Heffernan Advisory, Inc	0.70%	33,092	$841K
13	Kathmere Capital Management, LLC	0.67%	498,643	$12.7M
14	Members Wealth LLC	0.61%	43,516	$1.1M
15	Atwater Malick LLC	0.55%	99,822	$2.5M
16	Hills Bank & Trust Co	0.55%	508,428	$12.9M
17	Avail Investment Partners, LLC	0.50%	25,602	$651K
18	Evergreen Private Wealth LLC	0.49%	52,013	$1.3M
19	Beto Financial Group, LLC	0.41%	30,886	$785K
20	RIA Advisory Group LLC	0.40%	73,065	$1.9M
21	Sound View Wealth Advisors Group, LLC	0.31%	198,399	$5.0M
22	Quantum Financial Advisors, LLC	0.31%	123,842	$3.1M
23	WJ Wealth Management, LLC	0.30%	30,182	$767K
24	Parkway Wealth Management Group, LLC	0.30%	101,149	$2.6M
25	PSI Advisors, LLC	0.29%	49,405	$1.3M

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 (IBMP)

What does the Smart Money Trend signal show for IBMP?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBMP 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 IBMP?

More buyers than sellers — 67% buying: Last quarter: 99 funds were net buyers (19 opened a brand new position + 80 added to an existing one). Only 48 were sellers (37 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMP holders?

Strong quality — 27% AUM from major funds: 15 of 185 holders rank in the top 100 by AUM, accounting for 27% 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 IBMP?

51% of holders stayed for 2+ years: 95 out of 185 hedge funds have held IBMP 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 (IBMP) following the 2026 Q2 hedge fund 13F filings?

As of today, IBMP 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), IBMP has gained -0.2% 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.

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Ishares Tr (IBMP)

Smart Money Signals — IBMP

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +26% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~19 new funds per quarter

51% of holders stayed for 2+ years

Steady discovery — ~19 new funds/quarter

Veteran-anchored — 52% veterans vs 26% newcomers

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — IBMP

Hedge Fund Ownership: IBMP

Market Analysis: IBMP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBMP

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

Hedge Fund Positioning: IBMP

Statistics: IBMP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBMP)

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