Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBTO)

73 + 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
↑ +3
Streak
10Q ▲
Buyers last Q
69%

Smart Money Signals — IBTO

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
73 hedge funds hold IBTO right now — the highest count in 2.8 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 — +35% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+35% 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 — 69% buying

48 buying22 selling
Last quarter: 48 funds were net buyers (10 opened a brand new position + 38 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 11 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 27% entered in last year

■ 19% conviction (2yr+) ■ 53% medium ■ 27% new
Only 14 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

16 → 18 → 11 → 13 → 10 new funds/Q
New funds entering each quarter: 18 → 11 → 13 → 10. IBTO 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 — 7% veterans, 52% new entrants

■ 7% veterans ■ 41% 1-2yr ■ 52% new
Of 73 current holders: 5 (7%) held 2+ years, 30 held 1–2 years, 38 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
11 of 73 holders rank in the top 100 by AUM, accounting for 21% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IBTO
2026 Q1 Stats Unlock in 9 days 73 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 70 4.29%
13F Shares 11M 10M 4.29%
Total Value $264M $253M 4.28%
New Positions 10 13 -3
Increased Positions 38 33 +5
Closed Positions 7 12 -5
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBTO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

73 + investors

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

Top 25 institutional holders of IBTO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CHATHAM CAPITAL GROUP, INC. 2.37% 668,895 $16.3M
2 Headland Capital, LLC 2.15% 312,598 $7.6M
3 Accretive Wealth Partners, LLC 0.95% 138,531 $3.4M
4 Krilogy Financial LLC 0.88% 1,122,281 $27.4M
5 Probity Advisors, Inc. 0.76% 197,074 $4.8M
6 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.41% 1,081,896 $26.4M
7 FAGAN ASSOCIATES, INC. 0.33% 97,677 $2.4M
8 Greater Midwest Financial Group, LLC 0.31% 23,547 $574K
9 JIM SAULNIER & ASSOCIATES, LLC 0.17% 13,944 $340K
10 Mechanics Bank Trust Department 0.11% 33,000 $805K
11 PFG Advisors 0.10% 87,769 $2.1M
12 JPL Wealth Management, LLC 0.10% 17,403 $424K
13 Atlantic Private Wealth, LLC 0.06% 3,901 $95K
14 Clayton Financial Group LLC 0.03% 2,710 $66K
15 CNB Bank 0.03% 3,211 $78K
16 Hyposwiss Advisors SA 0.03% 1,120 $27K
17 Noble Wealth Management PBC 0.02% 2,000 $49K
18 Simplicity Wealth,LLC 0.02% 17,227 $420K
19 JAMES INVESTMENT RESEARCH, INC. 0.02% 8,525 $208K
20 Physician Wealth Advisors, Inc. 0.01% 4,173 $102K
21 Cherry Tree Wealth Management, LLC 0.01% 1,608 $39K
22 HighTower Advisors, LLC 0.01% 267,449 $6.5M
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% 18,074 $441K
24 TRUIST FINANCIAL CORP 0.01% 156,326 $3.8M
25 Janney Montgomery Scott LLC 0.00% 65,380 $2K
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 — 10 quarters in a row: For 10 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 — 69% buying: Last quarter: 48 funds were net buyers (10 opened a brand new position + 38 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTO holders?

Strong quality — 21% AUM from major funds: 11 of 73 holders rank in the top 100 by AUM, accounting for 21% 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?

Mostly new holders — 27% entered in last year: Only 14 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.