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
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — AGZ

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (99% of max)

99% 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.
🟡

Slight buying edge — 50% buying

66 buying67 selling
Last quarter: 66 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 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 → 12 → 16 → 18 → 18 new funds/Q
New funds entering each quarter: 12 → 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 — 23% AUM from major funds

23% from top-100 AUM funds
19 of 147 holders rank in the top 100 by AUM, accounting for 23% 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 67 reduced or exited (49 trimmed, 18 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 23% of total institutional value in AGZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). 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

-- --

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

Is It Too Late to Buy Ishares Tr (AGZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AGZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
AGZ
-0.6%
SPY
+14.9%

AGZ outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
AGZ
+0.3%
SPY
+1.1%

Since the filing became public, AGZ outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
Top 25 AGZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triton Financial Group Inc 2.92% 15,212 $1.7M
2 TRB Wealth Management, LLC 2.09% 133,722 $14.7M
3 Vista Cima Wealth Management LLC 1.80% 16,581 $1.8M
4 BTS Asset Management, Inc. 1.73% 4,090 $449K
5 Great Diamond Partners, LLC 1.51% 71,448 $7.8M
6 Fluent Financial, LLC 1.46% 36,285 $4.0M
7 Arvest Investments, INC. 1.17% 78,447 $8.6M
8 RKL Wealth Management LLC 0.75% 76,180 $8.4M
9 Signet Financial Management, LLC 0.65% 52,676 $5.8M
10 Sunflower Bank, N.A. 0.64% 23,035 $2.5M
11 Impact Investors, Inc 0.63% 8,217 $901K
12 Glass Jacobson Investment Advisors llc 0.42% 11,102 $1.2M
13 Sharper & Granite LLC 0.35% 9,345 $1.0M
14 Mill Creek Capital Advisors, LLC 0.29% 127,093 $13.9M
15 Insight Advisors, LLC/ PA 0.29% 13,718 $1.5M
16 Bailard, INC. 0.29% 113,101 $12.4M
17 CVA Family Office, LLC 0.26% 22,849 $2.5M
18 Wbi Investments, LLC 0.26% 8,503 $933K
19 Jaffetilchin Investment Partners, LLC 0.23% 35,690 $3.9M
20 Fiducient Advisors LLC 0.21% 14,605 $1.6M
21 TRUE Private Wealth Advisors 0.20% 18,649 $2.0M
22 Pacific Financial Group Inc 0.19% 3,241 $356K
23 Godfrey Financial Associates, Inc. 0.18% 1,872 $205K
24 Narus Financial Partners, LLC 0.16% 5,730 $629K
25 Ignite Planners, LLC 0.16% 9,234 $1.0M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AGZ?

Slight buying edge — 50% buying: Last quarter: 66 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGZ holders?

Strong quality — 23% AUM from major funds: 19 of 147 holders rank in the top 100 by AUM, accounting for 23% 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.

Is it too late to buy Ishares Tr (AGZ) following the 2026 Q1 hedge fund 13F filings?

As of today, AGZ has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), AGZ has gained -0.6% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →