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

ISHARES TR (IBTQ)

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

Smart Money Signals — IBTQ

Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 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

34 hedge funds hold IBTQ right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 79% buying

26 buying7 selling

Last quarter: 26 funds were net buyers (18 opened a brand new position + 8 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 97% entered in last year

■ 0% conviction (2yr+) ■ 3% medium ■ 97% 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.

🚀

Acceleration phase — new buyers rushing in

3 → 15 → 18 new funds/Q

New funds entering each quarter: 3 → 15 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 34 current holders: 34 (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.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

7 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	34	18	88.89%
13F Shares	3M	2M	14.14%
Total Value	$67M	$59M	14.06%
New Positions	18	15	+3
Increased Positions	8	2	+6
Closed Positions	2	1	+1
Reduced Positions	5	0	+5
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

88.89%

13F Shares

14.14%

Total Value

$67M

$59M

14.06%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

34 + investors

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

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

Top 22 institutional holders of IBTQ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Accretive Wealth Partners, LLC	0.90%	125,970	$3.2M
2	Probity Advisors, Inc.	0.55%	138,420	$3.5M
3	Bell Investment Advisors, Inc	0.42%	105,554	$2.7M
4	Atlantic Private Wealth, LLC	0.34%	20,689	$524K
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.32%	807,886	$20.4M
6	Hyposwiss Advisors SA	0.22%	8,870	$224K
7	CNB Bank	0.06%	5,757	$146K
8	Physician Wealth Advisors, Inc.	0.01%	4,000	$101K
9	SIGNATUREFD, LLC	0.00%	7,410	$188K
10	LPL Financial LLC	0.00%	277,021	$7.0M
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	955	$24K
12	Private Advisor Group, LLC	0.00%	11,150	$282K
13	Signature Resources Capital Management, LLC	0.00%	75	$2K
14	Sound Income Strategies, LLC	0.00%	700	$18K
15	ENVESTNET ASSET MANAGEMENT INC	0.00%	92,084	$2.3M
16	UBS Group AG	0.00%	134,630	$3.4M
17	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	13,706	$347K
18	CENTRAL TRUST Co	0.00%	800	$20K
19	Root Financial Partners, LLC	0.00%	273	$7K
20	HighTower Advisors, LLC	0.00%	10,564	$267K
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	12,842	$325K
22	FIFTH THIRD BANCORP	0.00%	2,761	$70K

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 — 3 quarters in a row: For 3 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 — 79% buying: Last quarter: 26 funds were net buyers (18 opened a brand new position + 8 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBTQ holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 34 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBTQ?

Mostly new holders — 97% 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 — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 79% buying

Steady new buyers — ~18 new funds per quarter

Mostly new holders — 97% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

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 Q1)

Frequently Asked Questions — ISHARES TR (IBTQ)

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