Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
64%

Smart Money Signals — IBTH

Based on 311 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
311 hedge funds hold IBTH 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
+64 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 — 64% buying

177 buying100 selling
Last quarter: 177 funds were net buyers (29 opened a brand new position + 148 added to an existing one). Only 100 were sellers (71 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 55 → 35 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 34% medium ■ 26% new
Of the 311 current holders: 122 (39%) held >2 years, 107 held 1–2 years, and 82 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

34 → 40 → 55 → 35 → 29 new funds/Q
New funds entering each quarter: 40 → 55 → 35 → 29. IBTH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 38% veterans, 38% new entrants

■ 38% veterans ■ 24% 1-2yr ■ 38% new
Of 311 current holders: 118 (38%) held 2+ years, 75 held 1–2 years, 118 (38%) 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
18 of 311 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — IBTH

In 2026 Q2, 177 hedge funds were net buyers of IBTH (29 opened a new position, 148 added to an existing one), while 100 reduced or exited (71 trimmed, 29 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 23% of total institutional value in IBTH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 311.

Hedge Fund Ownership: IBTH

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

Market Analysis: IBTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTH

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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.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBTH
311 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 311 311 -
13F Shares 84M 78M 8.02%
Total Value $1.84B $1.71B 7.52%
New Positions 29 35 -6
Increased Positions 148 160 -12
Closed Positions 29 22 +7
Reduced Positions 71 67 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTH

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Institutional Holders (2026 Q2)

311 + investors

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

QUARTER:
Top 25 IBTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delta Wealth Advisors LLC 6.01% 376,171 $8.4M
2 Denver PWM, LLC 6.00% 820,926 $18.4M
3 MKT Advisors LLC 5.83% 840,464 $18.8M
4 Wealth Management Strategies, Inc. 4.94% 564,719 $12.6M
5 Eight 31 Financial, LLC 4.84% 363,748 $8.1M
6 Shelton Wealth Management, LLC 4.27% 486,876 $10.9M
7 Flavin Financial Services, Inc. 4.11% 322,566 $7.2M
8 Financial Advisory Corp 3.95% 1,331,948 $29.8M
9 Centennial Advisors, LLC 3.15% 118,022 $2.6M
10 Atlantic Private Wealth, LLC 2.71% 197,699 $4.4M
11 GLOBALT Investments LLC / GA 2.22% 2,943,106 $65.8M
12 Hm Payson & Co 1.96% 6,611,440 $147.9M
13 Stratos Wealth Advisors, LLC 1.90% 1,548,074 $34.6M
14 NorthCoast Asset Management LLC 1.62% 3,259,854 $72.9M
15 Asset Advisors Investment Management, LLC 1.54% 749,601 $16.8M
16 Journey Advisory Group, LLC 1.46% 853,470 $19.1M
17 KOM Wealth Management Group, LLC 1.39% 102,696 $2.3M
18 Midwest Professional Planners, LTD. 1.37% 313,050 $7.0M
19 Mv Capital Management, INC. 1.33% 605,306 $13.6M
20 Summitpoint Capital Management 1.32% 54,718 $1.2M
21 Connecticut Wealth Management, LLC 1.19% 1,433,973 $32.1M
22 Chatham Capital Group, INC. 1.17% 410,436 $9.2M
23 Titleist Asset Management, LLC 1.10% 732,064 $16.4M
24 Accretive Wealth Partners, LLC 1.06% 195,308 $4.4M
25 Sbe LLC Dba Cedar Cove Wealth Partners 1.06% 100,519 $2.2M
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 (IBTH)

What does the Smart Money Trend signal show for IBTH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IBTH?

More buyers than sellers — 64% buying: Last quarter: 177 funds were net buyers (29 opened a brand new position + 148 added to an existing one). Only 100 were sellers (71 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTH holders?

Strong quality — 23% AUM from major funds: 18 of 311 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 IBTH?

Mixed — 39% long-term, 26% new: Of the 311 current holders: 122 (39%) held >2 years, 107 held 1–2 years, and 82 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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