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

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

As of today, IBMR 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), IBMR gained -0.4% vs +4.0% 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 (IBMR)

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

Smart Money Signals — IBMR

Based on 126 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 IBMR 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

126 hedge funds hold IBMR 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 — +31% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+31% 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 — 71% buying

81 buying33 selling

Last quarter: 81 funds were net buyers (18 opened a brand new position + 63 added to an existing one). Only 33 were sellers (21 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 15 → 20 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 29% entered in last year

■ 24% conviction (2yr+) ■ 47% medium ■ 29% new

Only 30 funds (24%) 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.

📈

Growing discovery — still being found

19 → 19 → 15 → 20 → 18 new funds/Q

New funds entering each quarter: 19 → 15 → 20 → 18. A growing number of institutions are discovering IBMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 19% veterans, 45% new entrants

■ 19% veterans ■ 36% 1-2yr ■ 45% new

Of 126 current holders: 24 (19%) held 2+ years, 45 held 1–2 years, 57 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

13 of 126 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	126	120	5.0%
13F Shares	14M	12M	11.4%
Total Value	$340M	$314M	8.35%
New Positions	18	20	-2
Increased Positions	63	61	+2
Closed Positions	12	12	-
Reduced Positions	21	14	+7
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

126

120

5.0%

13F Shares

14M

12M

11.4%

Total Value

$340M

$314M

8.35%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

126 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBMR. 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 IBMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Littlejohn Financial Services, INC.	2.40%	142,624	$3.3M
2	Paradiem, LLC	2.17%	396,376	$10.1M
3	Praetorian Wealth Management, Inc.	1.11%	253,195	$6.4M
4	Odyssey Group, LLC	0.97%	141,310	$3.6M
5	Lbmc Investment Advisors, LLC	0.72%	520,275	$13.2M
6	Granite Harbor Advisors, Inc.	0.70%	70,078	$1.8M
7	Godshalk Welsh Capital Management, Inc.	0.66%	48,500	$1.2M
8	Blue Square Asset Management, LLC	0.65%	62,894	$1.6M
9	Cypress Point Wealth Management, LLC	0.62%	119,718	$3.0M
10	Members Wealth LLC	0.61%	44,171	$1.1M
11	Kesler, Norman & Wride, LLC	0.61%	165,926	$3.8M
12	Kathmere Capital Management, LLC	0.47%	347,332	$8.8M
13	FF Advisors,LLC	0.41%	42,640	$1.1M
14	PFG Private Wealth Management, LLC	0.40%	36,703	$932K
15	RIA Advisory Group LLC	0.38%	68,631	$1.7M
16	10Elms LLP	0.37%	34,600	$878K
17	Envision Financial Planning, LLC	0.37%	44,351	$1.1M
18	Paradigm, Strategies in Wealth Management, LLC	0.31%	20,170	$512K
19	Parkway Wealth Management Group, LLC	0.30%	100,692	$2.6M
20	Curbstone Financial Management Corp	0.29%	66,170	$1.7M
21	Ellis Investment Partners, LLC	0.28%	72,517	$1.8M
22	Clearstead Advisors, LLC	0.24%	1,006,875	$25.6M
23	Cyndeo Wealth Partners, LLC	0.21%	175,874	$4.5M
24	Sentinel Pension Advisors, LLC	0.17%	51,487	$1.3M
25	Roof Eidam Maycock Peralta, LLC	0.17%	33,100	$840K

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 (IBMR)

What does the Smart Money Trend signal show for IBMR?

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

More buyers than sellers — 71% buying: Last quarter: 81 funds were net buyers (18 opened a brand new position + 63 added to an existing one). Only 33 were sellers (21 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBMR holders?

Strong quality — 23% AUM from major funds: 13 of 126 holders rank in the top 100 by AUM, accounting for 23% 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 IBMR?

Mostly new holders — 29% entered in last year: Only 30 funds (24%) 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.

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

As of today, IBMR 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), IBMR has gained -0.4% vs +4.0% 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 (IBMR)

Smart Money Signals — IBMR

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~18 new funds per quarter

Mostly new holders — 29% entered in last year

Growing discovery — still being found

Mixed cohorts — 19% veterans, 45% new entrants

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — IBMR

Hedge Fund Ownership: IBMR

Market Analysis: IBMR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBMR

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

Hedge Fund Positioning: IBMR

Statistics: IBMR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBMR)

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