Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBTO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — IBTO

Based on 84 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 IBTO 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
84 hedge funds hold IBTO 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 — +24% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+24% 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 — 67% buying

55 buying27 selling
Last quarter: 55 funds were net buyers (15 opened a brand new position + 40 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 30% new

■ 31% conviction (2yr+) ■ 39% medium ■ 30% new
Of the 84 current holders: 26 (31%) held >2 years, 33 held 1–2 years, and 25 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.
➡️

Steady discovery — ~15 new funds/quarter

20 → 11 → 14 → 11 → 15 new funds/Q
New funds entering each quarter: 11 → 14 → 11 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 49% new entrants

■ 26% veterans ■ 25% 1-2yr ■ 49% new
Of 84 current holders: 22 (26%) held 2+ years, 21 held 1–2 years, 41 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
11 of 84 holders rank in the top 100 by AUM, accounting for 22% 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 — IBTO

In 2026 Q1, 55 hedge funds were net buyers of IBTO (15 opened a new position, 40 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in IBTO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: IBTO

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

Market Analysis: IBTO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBTO

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IBTO
2026 Q2 Stats Unlock in 3 days 83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 77 7.79%
13F Shares 13M 12M 6.91%
Total Value $318M $304M 4.7%
New Positions 15 11 +4
Increased Positions 39 41 -2
Closed Positions 9 7 +2
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTO

View More

Valuation Measures Data as of: --

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 --

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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTO. 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.
Top 25 IBTO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chatham Capital Group, INC. 2.16% 701,220 $16.9M
2 Headland Capital, LLC 2.00% 335,965 $8.1M
3 GLOBALT Investments LLC / GA 1.93% 2,365,635 $57.1M
4 Accretive Wealth Partners, LLC 1.01% 171,564 $4.1M
5 Krilogy Financial LLC 0.86% 1,206,508 $29.1M
6 Probity Advisors, Inc. 0.84% 243,911 $5.9M
7 Atlantic Union Bankshares Corp 0.73% 1,813,486 $43.8M
8 Confluence Investment Management LLC 0.37% 988,431 $23.9M
9 Fagan Associates, INC. 0.29% 97,627 $2.4M
10 Greater Midwest Financial Group, LLC 0.29% 23,856 $576K
11 Reliant Wealth Planning 0.19% 28,589 $690K
12 Jim Saulnier & Associates, LLC 0.15% 15,552 $375K
13 Stockman Wealth Management, Inc. 0.14% 57,551 $1.4M
14 L2 Asset Management, LLC 0.14% 55,364 $1.3M
15 Keeler Thomas Management LLC 0.11% 12,895 $311K
16 Mechanics Bank Trust Department 0.10% 34,770 $839K
17 JPL Wealth Management, LLC 0.08% 17,074 $412K
18 MCF Advisors LLC 0.07% 77,997 $2.0M
19 Old Mission Investment Co LLC 0.06% 12,320 $297K
20 Single Point Partners, LLC 0.06% 13,718 $331K
21 Snowden Capital Advisors LLC 0.05% 85,027 $2.1M
22 Guidance Point Advisors, LLC 0.05% 8,961 $216K
23 Atlantic Private Wealth, LLC 0.04% 3,008 $73K
24 CNB Bank 0.03% 3,375 $81K
25 Hyposwiss Advisors SA 0.03% 1,120 $27K
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 (IBTO)

What does the Smart Money Trend signal show for IBTO?

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

More buyers than sellers — 67% buying: Last quarter: 55 funds were net buyers (15 opened a brand new position + 40 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTO holders?

Strong quality — 22% AUM from major funds: 11 of 84 holders rank in the top 100 by AUM, accounting for 22% 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 IBTO?

Mixed — 31% long-term, 30% new: Of the 84 current holders: 26 (31%) held >2 years, 33 held 1–2 years, and 25 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.

Full history →