ISHARES TR (IBTP): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IBTP)

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

Smart Money Signals — IBTP

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added IBTP 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

51 hedge funds hold IBTP right now — the highest count in 1.8 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 — +155% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+155% 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 — 71% buying

37 buying15 selling

Last quarter: 37 funds were net buyers (10 opened a brand new position + 27 added to an existing one). Only 15 were sellers (9 trimmed + 6 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: 20 → 9 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 39% entered in last year

■ 0% conviction (2yr+) ■ 61% medium ■ 39% new

Only 0 funds (0%) 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

12 → 20 → 9 → 9 → 10 new funds/Q

New funds entering each quarter: 20 → 9 → 9 → 10. IBTP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 86% of holders entered in last year

■ 0% veterans ■ 14% 1-2yr ■ 86% new

Of 51 current holders: 44 (86%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

8 of 51 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	51	47	8.51%
13F Shares	5M	5M	9.79%
Total Value	$131M	$120M	9.26%
New Positions	10	9	+1
Increased Positions	27	24	+3
Closed Positions	6	5	+1
Reduced Positions	9	8	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

8.51%

13F Shares

9.79%

Total Value

$131M

$120M

9.26%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

51 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of IBTP — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atlantic Private Wealth, LLC	3.87%	231,170	$5.9M
2	Accretive Wealth Partners, LLC	0.92%	128,199	$3.3M
3	Petros Family Wealth, LLC	0.75%	41,143	$1.1M
4	Probity Advisors, Inc.	0.60%	146,578	$3.8M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.37%	919,178	$23.6M
6	D.A. DAVIDSON & CO.	0.06%	384,663	$9.9M
7	CNB Bank	0.05%	4,810	$123K
8	Hyposwiss Advisors SA	0.03%	1,365	$35K
9	U.S. Capital Wealth Advisors, LLC	0.02%	36,874	$945K
10	Krilogy Financial LLC	0.01%	17,599	$451K
11	Physician Wealth Advisors, Inc.	0.01%	4,000	$103K
12	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	193,461	$5.0M
13	Apella Capital, LLC	0.01%	14,397	$371K
14	SIGNATUREFD, LLC	0.00%	7,840	$201K
15	HighTower Advisors, LLC	0.00%	103,632	$2.7M
16	IFP Advisors, Inc	0.00%	4,987	$128K
17	CVA Family Office, LLC	0.00%	583	$15K
18	Signature Resources Capital Management, LLC	0.00%	107	$3K
19	MML INVESTORS SERVICES, LLC	0.00%	15,652	$401K
20	CENTRAL TRUST Co	0.00%	1,387	$36K
21	ENVESTNET ASSET MANAGEMENT INC	0.00%	99,390	$2.5M
22	UBS Group AG	0.00%	132,797	$3.4M
23	Root Financial Partners, LLC	0.00%	268	$7K
24	LPL Financial LLC	0.00%	34,470	$883K
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	10,350	$265K

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 (IBTP)

What does the Smart Money Trend signal show for IBTP?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IBTP 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 IBTP?

More buyers than sellers — 71% buying: Last quarter: 37 funds were net buyers (10 opened a brand new position + 27 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTP holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 51 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBTP?

Mostly new holders — 39% entered in last year: Only 0 funds (0%) 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.

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 (IBTP)

Smart Money Signals — IBTP

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +155% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 39% entered in last year

Peak discovery — momentum slowing

Early stage — 86% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Hedge Fund Ownership: IBTP

Market Analysis: IBTP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTP

Hedge Fund Positioning: IBTP

Statistics: IBTP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IBTP)

Welcome to 13Foresight!