Ishares Tr (IBTQ) Hedge Fund Ownership (Q1 2026)

Ishares Tr (IBTQ)

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

Smart Money Signals — IBTQ

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added IBTQ 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

44 hedge funds hold IBTQ right now — the highest count in 1.2 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 — +2100% more funds vs a year ago

fund count last 5Q

+42 new funds entered over the past year (+2100% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 78% buying

29 buying8 selling

Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 3 → 15 → 18 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 93% entered in last year

■ 0% conviction (2yr+) ■ 7% medium ■ 93% 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.

📈

Growing discovery — still being found

3 → 15 → 18 → 12 new funds/Q

New funds entering each quarter: 3 → 15 → 18 → 12. A growing number of institutions are discovering IBTQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 44 current holders: 44 (100%) 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.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

11 of 44 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	44	34	29.41%
13F Shares	4M	3M	44.59%
Total Value	$96M	$67M	42.86%
New Positions	12	18	-6
Increased Positions	17	8	+9
Closed Positions	2	2	-
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

29.41%

13F Shares

44.59%

Total Value

$96M

$67M

42.86%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBTQ. 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.

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

Top 25 IBTQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Accretive Wealth Partners, LLC	0.96%	157,881	$4.0M
2	Atlantic Private Wealth, LLC	0.95%	62,095	$1.6M
3	Summitry LLC	0.84%	1,018,921	$25.6M
4	Probity Advisors, Inc.	0.64%	177,711	$4.5M
5	Confluence Investment Management LLC	0.41%	1,044,548	$26.2M
6	Atlantic Union Bankshares Corp	0.33%	775,439	$19.5M
7	Benjamin Edwards Inc	0.22%	968,696	$24.3M
8	Bell Investment Advisors, Inc	0.21%	58,304	$1.5M
9	Hyposwiss Advisors SA	0.21%	8,870	$223K
10	L2 Asset Management, LLC	0.14%	53,430	$1.3M
11	Reliant Wealth Planning	0.10%	13,818	$347K
12	CNB Bank	0.06%	6,049	$152K
13	Single Point Partners, LLC	0.06%	13,219	$332K
14	Stifel Financial Corp	0.02%	1,023,757	$25.7M
15	Parcion Private Wealth LLC	0.01%	9,943	$249K
16	Physician Wealth Advisors, Inc.	0.01%	4,000	$100K
17	Snowden Capital Advisors LLC	0.01%	17,910	$449K
18	Fiduciary Financial Advisors	0.01%	3,346	$84K
19	Krilogy Financial LLC	0.01%	8,367	$210K
20	Signaturefd, LLC	0.00%	9,403	$236K
21	Atria Investments, Inc	0.00%	11,917	$299K
22	Vestmark Advisory Solutions, Inc.	0.00%	9,204	$231K
23	Mariner, LLC	0.00%	72,516	$1.8M
24	LPL Financial LLC	0.00%	298,976	$7.5M
25	International Assets Investment Management, LLC	0.00%	955	$24K

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 (IBTQ)

What does the Smart Money Trend signal show for IBTQ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IBTQ 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 IBTQ?

More buyers than sellers — 78% buying: Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTQ holders?

Strong quality — 26% AUM from major funds: 11 of 44 holders rank in the top 100 by AUM, accounting for 26% 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 IBTQ?

Mostly new holders — 93% 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.

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Ishares Tr (IBTQ)

Smart Money Signals — IBTQ

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +2100% more funds vs a year ago

More buyers than sellers — 78% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 93% entered in last year

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — IBTQ

Hedge Fund Ownership: IBTQ

Market Analysis: IBTQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBTQ

Hedge Fund Positioning: IBTQ

Statistics: IBTQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IBTQ)

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