Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
80%

Smart Money Signals — IBTJ

Based on 192 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IBTJ 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
192 hedge funds hold IBTJ 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 — +40% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+40% 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 — 80% buying

144 buying35 selling
Last quarter: 144 funds were net buyers (38 opened a brand new position + 106 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new IBTJ position: 28 → 11 → 26 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 30% new

■ 27% conviction (2yr+) ■ 44% medium ■ 30% new
Of the 192 current holders: 51 (27%) held >2 years, 84 held 1–2 years, and 57 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

30 → 28 → 11 → 26 → 38 new funds/Q
New funds entering each quarter: 28 → 11 → 26 → 38. 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 — 17% veterans, 50% new entrants

■ 17% veterans ■ 33% 1-2yr ■ 50% new
Of 192 current holders: 33 (17%) held 2+ years, 63 held 1–2 years, 96 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
16 of 192 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: IBTJ

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

Market Analysis: IBTJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IBTJ
2026 Q1 Stats Unlock in 11 days 192 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 192 167 14.97%
13F Shares 40M 27M 47.42%
Total Value $877M $595M 47.36%
New Positions 38 26 +12
Increased Positions 106 88 +18
Closed Positions 13 9 +4
Reduced Positions 22 27 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTJ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

192 + investors

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

Top 25 institutional holders of IBTJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waycross Investment Management Co 9.09% 435,914 $9.5M
2 Financial Advisory Corp 4.77% 1,571,571 $34.3M
3 MKT Advisors LLC 4.47% 612,479 $13.3M
4 SHELTON WEALTH MANAGEMENT, LLC 4.46% 466,897 $10.2M
5 FORONJY FINANCIAL LLC 2.70% 296,824 $6.5M
6 Asset Advisors Investment Management, LLC 2.58% 1,238,117 $27.0M
7 SUMMITPOINT CAPITAL MANAGEMENT 2.24% 80,283 $1.8M
8 HENGEHOLD CAPITAL MANAGEMENT LLC 1.99% 1,040,554 $22.7M
9 Probity Advisors, Inc. 1.68% 485,542 $10.6M
10 Journey Advisory Group, LLC 1.49% 797,733 $17.4M
11 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.44% 236,137 $5.5M
12 ATWOOD & PALMER INC 1.16% 944,974 $20.6M
13 Accretive Wealth Partners, LLC 1.01% 165,158 $3.6M
14 FAGAN ASSOCIATES, INC. 0.89% 292,849 $6.4M
15 Heartwood Wealth Advisors LLC 0.84% 438,998 $9.6M
16 Legacy Private Trust Co. 0.72% 537,250 $11.7M
17 Cypress Point Wealth Management, LLC 0.65% 119,718 $3.0M
18 Foundry Financial Group, Inc. 0.64% 59,167 $1.3M
19 JIM SAULNIER & ASSOCIATES, LLC 0.62% 58,657 $1.3M
20 Atlantic Private Wealth, LLC 0.61% 42,447 $927K
21 Stockman Wealth Management, Inc. 0.60% 247,906 $5.4M
22 Walleye Partners, LLC 0.51% 19,070 $417K
23 Mendota Financial Group, LLC 0.51% 31,506 $688K
24 Blake Schutter Theil Wealth Advisors, LLC 0.49% 27,441 $599K
25 Brookstone Capital Management 0.44% 1,748,132 $38.2M
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 (IBTJ)

What does the Smart Money Trend signal show for IBTJ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IBTJ 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 IBTJ?

More buyers than sellers — 80% buying: Last quarter: 144 funds were net buyers (38 opened a brand new position + 106 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTJ holders?

Strong quality — 24% AUM from major funds: 16 of 192 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 IBTJ?

Mixed — 27% long-term, 30% new: Of the 192 current holders: 51 (27%) held >2 years, 84 held 1–2 years, and 57 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.