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

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

As of today, IBTI 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), IBTI 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 (IBTI)

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

Smart Money Signals — IBTI

Based on 250 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 IBTI 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

250 hedge funds hold IBTI 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 — +36% more funds vs a year ago

fund count last 6Q

+66 new funds entered over the past year (+36% 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 — 74% buying

177 buying62 selling

Last quarter: 177 funds were net buyers (34 opened a brand new position + 143 added to an existing one). Only 62 were sellers (45 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 19 → 29 → 52 → 34. 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 — 32% long-term, 32% new

■ 32% conviction (2yr+) ■ 36% medium ■ 32% new

Of the 250 current holders: 80 (32%) held >2 years, 90 held 1–2 years, and 80 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.

🚀

Acceleration phase — new buyers rushing in

28 → 19 → 29 → 52 → 34 new funds/Q

New funds entering each quarter: 19 → 29 → 52 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 31% veterans, 42% new entrants

■ 31% veterans ■ 27% 1-2yr ■ 42% new

Of 250 current holders: 77 (31%) held 2+ years, 67 held 1–2 years, 106 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

19 of 250 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.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	248	232	6.9%
13F Shares	61M	51M	19.37%
Total Value	$1.33B	$1.14B	16.76%
New Positions	34	52	-18
Increased Positions	141	134	+7
Closed Positions	18	17	+1
Reduced Positions	45	23	+22
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

248

232

6.9%

13F Shares

61M

51M

19.37%

Total Value

$1.33B

$1.14B

16.76%

New Positions

-18

Increased Positions

141

134

Closed Positions

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTI. 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 IBTI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Horizon Advisory Services, Inc.	8.60%	922,765	$20.4M
2	MKT Advisors LLC	5.77%	841,610	$18.6M
3	Eight 31 Financial, LLC	5.64%	428,466	$9.5M
4	Shelton Wealth Management, LLC	4.26%	490,978	$10.9M
5	Financial Advisory Corp	3.95%	1,347,199	$29.8M
6	Stratos Wealth Advisors, LLC	3.37%	2,769,082	$61.3M
7	Carmel Capital Partners, LLC	3.31%	453,564	$10.0M
8	Asset Advisors Investment Management, LLC	2.47%	1,215,509	$26.9M
9	Heartwood Wealth Advisors LLC	2.25%	1,306,170	$28.9M
10	Scissortail Wealth Management, LLC	2.24%	526,299	$11.7M
11	Atlantic Private Wealth, LLC	2.24%	165,243	$3.7M
12	Journey Advisory Group, LLC	1.49%	878,742	$19.5M
13	Summitpoint Capital Management	1.40%	58,837	$1.3M
14	Astra Wealth Partners LLC	1.34%	113,992	$2.5M
15	Fca Corp /Tx	1.25%	228,370	$5.1M
16	Old Port Advisors	1.17%	269,246	$6.0M
17	Atwood & Palmer Inc	1.13%	959,379	$21.2M
18	Oak Family Advisors, LLC	1.13%	199,346	$4.4M
19	Jim Saulnier & Associates, LLC	1.11%	125,153	$2.8M
20	Accretive Wealth Partners, LLC	1.07%	198,458	$4.4M
21	Delta Wealth Advisors LLC	1.06%	66,767	$1.5M
22	Trust Co	1.02%	511,055	$11.3M
23	Northstar Group, Inc.	0.99%	348,639	$7.7M
24	Colton Groome Financial Advisors, LLC	0.98%	183,617	$4.1M
25	Mv Capital Management, INC.	0.91%	417,856	$9.3M

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 (IBTI)

What does the Smart Money Trend signal show for IBTI?

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

More buyers than sellers — 74% buying: Last quarter: 177 funds were net buyers (34 opened a brand new position + 143 added to an existing one). Only 62 were sellers (45 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTI holders?

Strong quality — 27% AUM from major funds: 19 of 250 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 IBTI?

Mixed — 32% long-term, 32% new: Of the 250 current holders: 80 (32%) held >2 years, 90 held 1–2 years, and 80 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.

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

As of today, IBTI 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), IBTI 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 (IBTI)

Smart Money Signals — IBTI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

More buyers than sellers — 74% buying

Fewer new buyers each quarter (-18 vs last Q)

Mixed — 32% long-term, 32% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 31% veterans, 42% new entrants

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — IBTI

Hedge Fund Ownership: IBTI

Market Analysis: IBTI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTI

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

Hedge Fund Positioning: IBTI

Statistics: IBTI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBTI)

Welcome to 13Foresight!