ISHARES TR (IBHG) is held by 38 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling IBHG?

In Q1 2026, 23 institutions opened or increased positions in ISHARES TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBHG?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold IBHG?

38 institutional investors report holding ISHARES TR (IBHG) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IBHG?

As of Q1 2026, tracked institutions in ISHARES TR show 23 buyers versus 12 sellers — net inflows.

ISHARES TR

IBHG·46436E478·US·ETF·Unknown - Unknown

Holders

Avg rating(18 Elite)

$132.9M

Total Value

66% (39)

Fund Consensus

23 buying - 12 selling

No verdict yet — fewer than 2 funds hold IBHG.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.1M(+25.1%)	$25.3M	0.0%	+1.98%	35
Federation des caisses Desjardins du Quebec	Decreased	893,063(-3.1%)	$19.8M	0.1%	-1.04%	0
WELLS FARGO & COMPANY/MN	Decreased	799,691(-2.7%)	$17.7M	0.0%	+2.57%	0
Bank of New York Mellon Corp	New	400,710	$8.9M	0.0%	-0.72%	38
HighTower Advisors, LLC	Increased	397,414(+3.3%)	$8.8M	0.0%	+7.90%	28
UBS Group AG	Increased	334,890(+59.1%)	$7.4M	0.0%	-0.50%	39
RAYMOND JAMES FINANCIAL INC	Increased	325,363(+17.6%)	$7.2M	0.0%	+2.74%	32
Cetera Investment Advisers	Increased	263,300(+1.1%)	$5.8M	0.0%	+1.84%	27
BANK OF AMERICA CORP /DE/	Decreased	248,889(-0.2%)	$5.5M	0.0%	+4.89%	0
MORGAN STANLEY	Increased	217,172(+12.9%)	$4.8M	0.0%	+5.74%	30
NewEdge Advisors, LLC	Increased	166,920(+9.2%)	$3.7M	0.0%	+8.69%	29
ROYAL BANK OF CANADA	Decreased	92,068(-63.4%)	$2M	0.0%	+0.28%	0
Lido Advisors, LLC	Decreased	83,009(-10.9%)	$1.8M	0.0%	+9.82%	0
IWIntegrated Wealth Concepts LLC	Increased	73,137(+1.4%)	$1.6M	0.0%	+9.66%	26
BlackRock, Inc.	Increased	70,995(+33.3%)	$1.6M	0.0%	+2.00%	22
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	49,748(-21.0%)	$1.1M	0.0%	+6.58%	0
EP Wealth Advisors, LLC	Increased	45,390(+15.4%)	$1M	0.0%	-0.38%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	42,429(-44.5%)	$938,957	0.0%	+15.79%	0
AE Wealth Management LLC	Decreased	41,078(-6.7%)	$909,045	0.0%	+5.88%	0
Private Advisor Group, LLC	Increased	34,489(+7.2%)	$763,243	0.0%	+2.04%	27