Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IMTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — IMTM

Based on 219 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IMTM 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
219 hedge funds hold IMTM 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 — +40% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+40% 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 — 68% buying

143 buying67 selling
Last quarter: 143 funds were net buyers (39 opened a brand new position + 104 added to an existing one). Only 67 were sellers (49 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 37 → 40 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 28% new
99 out of 219 hedge funds have held IMTM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

24 → 24 → 37 → 40 → 39 new funds/Q
New funds entering each quarter: 24 → 37 → 40 → 39. A growing number of institutions are discovering IMTM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 20% 1-2yr ■ 35% new
Of 219 current holders: 99 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
18 of 219 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — IMTM

In 2025 Q4, 143 hedge funds were net buyers of IMTM (39 opened a new position, 104 added to an existing one), while 67 reduced or exited (49 trimmed, 18 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 219.

Hedge Fund Ownership: IMTM

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

Market Analysis: IMTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMTM

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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.

21 top-rated funds 4 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: IMTM
2026 Q1 Stats Unlock in 5 days 219 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 219 198 10.61%
13F Shares 64M 62M 3.6%
Total Value $3.12B $2.97B 4.96%
New Positions 39 40 -1
Increased Positions 104 68 +36
Closed Positions 18 25 -7
Reduced Positions 49 60 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMTM

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Institutional Holders (2026 Q1)

219 + investors

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

QUARTER:
Top 25 institutional holders of IMTM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shore Point Advisors, LLC 7.01% 453,302 $17.7M
2 Alexis Investment Partners, LLC 6.21% 195,036 $9.0M
3 Archvest Wealth Advisors, Inc. 5.73% 184,989 $8.9M
4 Family Capital Trust Co 4.13% 263,505 $12.6M
5 Straight Path Wealth Management 3.78% 294,940 $14.2M
6 Armbruster Capital Management, Inc. 3.56% 452,927 $21.7M
7 Financial Freedom, LLC 3.12% 130,424 $6.3M
8 Tacita Capital Inc 3.11% 109,564 $5.3M
9 AdvisorShares Investments LLC 2.92% 333,088 $16.0M
10 Symmetry Partners, LLC 2.52% 918,233 $44.1M
11 CGC Financial Services, LLC 2.44% 175,994 $8.5M
12 Veridan Wealth LLC 2.02% 113,956 $5.5M
13 RHS Financial, LLC 1.79% 78,612 $3.8M
14 CABOT WEALTH MANAGEMENT INC 1.74% 315,194 $15.1M
15 COLUMBIA ADVISORY PARTNERS LLC 1.72% 56,271 $2.7M
16 Valued Retirements, Inc. 1.60% 34,091 $1.6M
17 Impact Capital Partners LLC 1.52% 104,318 $5.0M
18 RITHOLTZ WEALTH MANAGEMENT 1.44% 1,722,729 $82.7M
19 ATLAS CAPITAL ADVISORS INC. 1.41% 256,678 $12.3M
20 Acropolis Investment Management, LLC 1.34% 633,116 $30.4M
21 Kathmere Capital Management, LLC 1.28% 433,478 $20.8M
22 Financial Partners Group, Inc 1.19% 207,170 $9.9M
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.18% 11,979,760 $581.6M
24 Meredith Wealth Planning 1.13% 86,479 $4.2M
25 Opes Wealth Management LLC 1.01% 127,493 $6.1M
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 (IMTM)

What does the Smart Money Trend signal show for IMTM?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IMTM 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 IMTM?

More buyers than sellers — 68% buying: Last quarter: 143 funds were net buyers (39 opened a brand new position + 104 added to an existing one). Only 67 were sellers (49 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMTM holders?

Smaller funds dominant — 9% AUM from top-100: 18 of 219 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMTM?

45% of holders stayed for 2+ years: 99 out of 219 hedge funds have held IMTM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.