IBHF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +1.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -2 | 7.96M | $180.27M | +3 | −5 |
| Q1 2026 | 32 | +3 | 8.99M | $206.28M | +4 | −1 |
| Q4 2025 | 29 | -1 | 10.45M | $241.16M | — | −1 |
| Q3 2025 | 5 | +1 | 1.68M | $39.23M | +1 | — |
| Q2 2025 | 1 | -1 | 34.44K | $800,064 | — | −1 |
| Q1 2025 | 1 | 0 | 55.48K | $1.29M | — | — |
| Q4 2024 | 1 | +1 | 56.46K | $1.31M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.33M | — | $31.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.33M | — | $31.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 291.81K | — | $6.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 34.44K | 0.0% | $805,575 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 17.11K | New | $400,109 | 0.0% | New | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 670 | — | $15,676 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 670 | — | $15,676 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $400,109 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 27.67M shares, $624.66M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.