Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — IBTM

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBTM 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
92 hedge funds hold IBTM 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 — +42% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+42% 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

59 buying33 selling
Last quarter: 59 funds were net buyers (16 opened a brand new position + 43 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 35% new

■ 29% conviction (2yr+) ■ 36% medium ■ 35% new
Of the 92 current holders: 27 (29%) held >2 years, 33 held 1–2 years, and 32 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.
📈

Growing discovery — still being found

12 → 14 → 10 → 19 → 16 new funds/Q
New funds entering each quarter: 14 → 10 → 19 → 16. A growing number of institutions are discovering IBTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 22% veterans, 52% new entrants

■ 22% veterans ■ 26% 1-2yr ■ 52% new
Of 92 current holders: 20 (22%) held 2+ years, 24 held 1–2 years, 48 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
10 of 92 holders rank in the top 100 by AUM, accounting for 25% 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.

Hedge Fund Ownership: IBTM

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

Market Analysis: IBTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTM

-- --

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IBTM
2026 Q1 Stats Unlock in 9 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 87 5.75%
13F Shares 12M 12M 5.79%
Total Value $286M $271M 5.62%
New Positions 16 19 -3
Increased Positions 43 39 +4
Closed Positions 11 6 +5
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTM

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

92 + investors

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

Top 25 institutional holders of IBTM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Private Wealth, LLC 3.52% 234,626 $5.4M
2 Krilogy Financial LLC 1.81% 2,448,313 $56.1M
3 Yoder Wealth Management, Inc. 1.62% 155,330 $3.6M
4 Parcion Private Wealth LLC 1.27% 893,909 $20.5M
5 Probity Advisors, Inc. 1.16% 318,937 $7.3M
6 Accretive Wealth Partners, LLC 0.95% 147,762 $3.4M
7 Cushing Capital Partners, LLC 0.83% 47,123 $1.1M
8 Stockman Wealth Management, Inc. 0.51% 200,616 $4.6M
9 Legacy Private Trust Co. 0.48% 340,080 $7.8M
10 4WEALTH ADVISORS, INC. 0.48% 24,325 $556K
11 JAMES INVESTMENT RESEARCH, INC. 0.40% 155,795 $3.6M
12 Hyposwiss Advisors SA 0.34% 15,190 $348K
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.29% 804,094 $18.4M
14 HARMONY ASSET MANAGEMENT LLC 0.27% 38,527 $883K
15 MOULTON WEALTH MANAGEMENT, INC 0.19% 11,892 $272K
16 EVEXIA WEALTH LLC 0.18% 28,263 $648K
17 Greater Midwest Financial Group, LLC 0.17% 13,476 $309K
18 TITLEIST ASSET MANAGEMENT, LLC 0.16% 91,668 $2.1M
19 JIM SAULNIER & ASSOCIATES, LLC 0.11% 9,613 $220K
20 MBA Advisors LLC 0.11% 12,030 $276K
21 STAR Financial Bank 0.10% 9,002 $206K
22 Clayton Financial Group LLC 0.07% 5,763 $132K
23 Parallel Advisors, LLC 0.07% 162,870 $3.7M
24 D.A. DAVIDSON & CO. 0.06% 421,783 $9.7M
25 CENTRAL TRUST Co 0.05% 106,501 $2.4M
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 (IBTM)

What does the Smart Money Trend signal show for IBTM?

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

More buyers than sellers — 64% buying: Last quarter: 59 funds were net buyers (16 opened a brand new position + 43 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTM holders?

Strong quality — 25% AUM from major funds: 10 of 92 holders rank in the top 100 by AUM, accounting for 25% 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 IBTM?

Mixed — 29% long-term, 35% new: Of the 92 current holders: 27 (29%) held >2 years, 33 held 1–2 years, and 32 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.