Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AGZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — AGZ

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AGZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
147 hedge funds hold AGZ 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 — +6% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

66 buying68 selling
Last quarter: 68 funds reduced or exited vs 66 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 16 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
93 out of 147 hedge funds have held AGZ 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

12 → 13 → 16 → 18 → 18 new funds/Q
New funds entering each quarter: 13 → 16 → 18 → 18. A growing number of institutions are discovering AGZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 147 holders: 97 (66%) are 2+ year veterans, 21 entered 1–2 years ago, and 29 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
20 of 147 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — AGZ

In 2026 Q1, 66 hedge funds were net buyers of AGZ (18 opened a new position, 48 added to an existing one), while 68 reduced or exited (49 trimmed, 19 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in AGZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 147.

Hedge Fund Ownership: AGZ

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

Market Analysis: AGZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGZ

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: AGZ
2026 Q2 Stats Unlock in 5 days 145 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 145 147 -1.36%
13F Shares 4M 4M 1.33%
Total Value $404M $402M 0.55%
New Positions 17 18 -1
Increased Positions 48 45 +3
Closed Positions 19 12 +7
Reduced Positions 49 56 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGZ

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Institutional Holders (2026 Q2)

145 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AGZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TRB Wealth Management, LLC 2.02% 138,548 $15.1M
2 Fluent Financial, LLC 1.50% 38,521 $4.2M
3 Vista Cima Wealth Management LLC 1.45% 17,873 $2.0M
4 Great Diamond Partners, LLC 1.40% 74,286 $8.1M
5 Arvest Investments, INC. 1.10% 83,419 $9.1M
6 RKL Wealth Management LLC 0.65% 74,091 $8.1M
7 Sunflower Bank, N.A. 0.60% 23,035 $2.5M
8 Impact Investors, Inc 0.40% 5,050 $552K
9 Glass Jacobson Investment Advisors llc 0.40% 11,701 $1.3M
10 Sharper & Granite LLC 0.32% 9,370 $1.0M
11 Bailard, INC. 0.28% 125,583 $13.7M
12 Insight Advisors, LLC/ PA 0.27% 14,225 $1.6M
13 Millington Securities, LLC 0.26% 8,503 $933K
14 Fiducient Advisors LLC 0.23% 14,577 $1.6M
15 CVA Family Office, LLC 0.23% 22,835 $2.5M
16 Wbi Investments, LLC 0.21% 7,899 $863K
17 Pacific Financial Group Inc 0.19% 3,582 $391K
18 Narus Financial Partners, LLC 0.19% 6,613 $723K
19 TRUE Private Wealth Advisors 0.17% 18,258 $2.0M
20 Godfrey Financial Associates, Inc. 0.16% 1,872 $205K
21 Ignite Planners, LLC 0.14% 9,320 $1.0M
22 James Investment Research, INC. 0.13% 11,720 $1.3M
23 Daviman Financial, LLC 0.13% 2,156 $236K
24 Shayne & Jacobs, LLC 0.10% 2,945 $322K
25 Focus Financial Network, Inc. 0.08% 24,394 $2.7M
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 (AGZ)

What does the Smart Money Trend signal show for AGZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AGZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AGZ?

More sellers than buyers — 49% buying: Last quarter: 68 funds reduced or exited vs 66 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AGZ holders?

Strong quality — 35% AUM from major funds: 20 of 147 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AGZ?

63% of holders stayed for 2+ years: 93 out of 147 hedge funds have held AGZ 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.

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