ISHARES TR (IBHG) is held by 39 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q2 2026.

Are institutions buying or selling IBHG?

In Q2 2026, 18 institutions opened or increased positions in ISHARES TR while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBHG?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IBHG. In Q2 2026, the institutional leg showed net inflows: 18 buying versus 16 selling.

How many hedge funds hold IBHG?

39 institutional investors report holding ISHARES TR (IBHG) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IBHG?

As of Q2 2026, tracked institutions in ISHARES TR show 18 buyers versus 16 sellers — net inflows.

ISHARES TR

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

Holders

(5 Elite)

$158.9M

Total Value

53% (34)

Consensus

18 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 39 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IBHG.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	1.8M(+439.6%)	$39.9M	0.0%	+0.96%	47
LPL Financial LLC	Increased	1.3M(+9.4%)	$27.6M	0.0%	+4.63%	31
WELLS FARGO & COMPANY/MN	Increased	810,422(+1.3%)	$17.9M	0.0%	+5.67%	29
Federation des caisses Desjardins du Quebec	Decreased	782,170(-12.4%)	$17.3M	0.1%	+2.02%	0
RAYMOND JAMES FINANCIAL INC	Increased	401,755(+23.5%)	$8.9M	0.0%	+4.72%	33
MORGAN STANLEY	Increased	281,072(+29.4%)	$6.2M	0.0%	+6.85%	34
BANK OF AMERICA CORP /DE/	Increased	259,328(+4.2%)	$5.7M	0.0%	+7.68%	28
Cetera Investment Advisers	Decreased	254,777(-3.2%)	$5.6M	0.0%	+5.00%	0
BlackRock, Inc.	Increased	196,434(+176.7%)	$4.3M	0.0%	+2.17%	43
NewEdge Advisors, LLC	Increased	185,840(+11.3%)	$4.1M	0.0%	+9.30%	30
JANE STREET GROUP, LLC	Increased	133,778(+309.5%)	$3M	0.0%	+0.94%	43
Private Advisor Group, LLC	Increased	99,809(+189.4%)	$2.2M	0.0%	+2.13%	42
IWIntegrated Wealth Concepts LLC	Increased	91,465(+25.1%)	$2M	0.0%	+10.25%	32
ROYAL BANK OF CANADA	Decreased	90,363(-1.9%)	$2M	0.0%	+3.18%	0
Lido Advisors, LLC	Decreased	57,324(-30.9%)	$1.3M	0.0%	+13.12%	0
OSAIC HOLDINGS, INC.	Increased	55,611(+104.8%)	$1.2M	0.0%	+2.89%	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	48,285(-2.9%)	$1.1M	0.0%	+9.74%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	41,747(-1.6%)	$921,777	0.0%	+19.36%	0
AE Wealth Management LLC	Decreased	39,860(-3.0%)	$880,109	0.0%	+9.07%	0
EP Wealth Advisors, LLC	Decreased	36,938(-18.6%)	$815,584	0.0%	+2.63%	0

Showing 1-20 of 40

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

Smart Money Verdict

Who's Trading

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