Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (MBB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — MBB

Based on 922 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MBB 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
922 hedge funds hold MBB 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

579 buying343 selling
Last quarter: 579 funds were net buyers (143 opened a brand new position + 436 added to an existing one). Only 343 were sellers (267 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new MBB position: 113 → 93 → 93 → 143. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
578 out of 922 hedge funds have held MBB 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.
💎

Buying through price weakness — shares -10%, value -33%

Value
-33%
Shares
-9%
Last quarter: funds added -10% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

121 → 113 → 93 → 93 → 143 new funds/Q
New funds entering each quarter: 113 → 93 → 93 → 143. A growing number of institutions are discovering MBB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 923 current holders: 572 (62%) 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.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
28 of 922 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: MBB

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

Market Analysis: MBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 27 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: MBB
2026 Q1 Stats Unlock in 11 days 923 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 923 859 7.45%
13F Shares 341M 379M -9.85%
Total Value $32.49B $48.60B -33.15%
New Positions 143 93 +50
Increased Positions 437 421 +16
Closed Positions 76 102 -26
Reduced Positions 270 263 +7
Total Calls 2 3 -33.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MBB

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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)

923 + investors

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

Top 25 institutional holders of MBB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MIDLAND WEALTH ADVISORS, LLC 12.11% 2,474,044 $234.9M
2 NOTTINGHAM ADVISORS, INC. 9.72% 795,251 $75.5M
3 Klaas Financial Asset Advisors, LLC 8.84% 674,586 $64.1M
4 Spectrum Investment Advisors, Inc. 6.35% 134,513 $12.8M
5 Aureum Wealth Management, LLC 6.09% 92,201 $8.8M
6 Clarity Financial LLC 5.79% 560,574 $53.2M
7 Tandem Wealth Advisors LLC 5.36% 126,557 $12.0M
8 Richard Bernstein Advisors LLC 4.54% 1,648,703 $156.5M
9 Bestgate Wealth Advisors, LLC 4.38% 25,579 $2.4M
10 JACOBSON & SCHMITT ADVISORS, LLC 4.29% 249,332 $23.7M
11 AAFMAA Wealth Management & Trust LLC 4.26% 115,779 $11.0M
12 Stockman Wealth Management, Inc. 4.17% 397,518 $37.7M
13 Quotient Wealth Partners, LLC 4.07% 1,628,093 $154.6M
14 Parkside Investments, LLC 4.04% 350,288 $33.3M
15 Lutz Financial Services LLC 4.03% 631,850 $60.0M
16 CORE WEALTH ADVISORS, LLC 3.92% 53,678 $5.1M
17 CABOT WEALTH MANAGEMENT INC 3.83% 351,174 $33.3M
18 Genesis Wealth Advisors, LLC 3.75% 59,167 $5.6M
19 THEORY FINANCIAL LLC 3.73% 111,949 $10.6M
20 NAN FUNG TRINITY (HK) Ltd 3.64% 349,200 $33.2M
21 Beacon Bridge Wealth Partners, LLC 3.60% 113,194 $10.7M
22 FDx Advisors, Inc. 3.57% 117,929 $11K
23 Kelman-Lazarov, Inc. 3.40% 249,955 $23.7M
24 Willis Johnson & Associates, Inc. 3.39% 613,305 $58.2M
25 Boltwood Capital Management 3.26% 134,437 $12.8M
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 (MBB)

What does the Smart Money Trend signal show for MBB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MBB 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 MBB?

More buyers than sellers — 63% buying: Last quarter: 579 funds were net buyers (143 opened a brand new position + 436 added to an existing one). Only 343 were sellers (267 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBB holders?

Elite ownership — 61% AUM from top-100 funds: 28 of 922 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in MBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MBB?

63% of holders stayed for 2+ years: 578 out of 922 hedge funds have held MBB 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.