Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (AGZ)

144 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — AGZ

Based on 144 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AGZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
144 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AGZ is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

63 buying65 selling
Last quarter: 65 funds reduced or exited vs 63 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: 12 → 11 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
90 out of 144 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

25 → 12 → 11 → 15 → 18 new funds/Q
New funds entering each quarter: 12 → 11 → 15 → 18. A growing number of institutions are discovering AGZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 144 current holders: 93 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
15 of 144 holders rank in the top 100 by AUM, accounting for 20% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AGZ
2026 Q1 Stats Unlock in 11 days 144 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 144 137 5.11%
13F Shares 4M 4M -2.25%
Total Value $399M $409M -2.35%
New Positions 18 15 +3
Increased Positions 45 47 -2
Closed Positions 11 11 -
Reduced Positions 54 46 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGZ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

144 + investors

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

Top 25 institutional holders of AGZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fluent Financial, LLC 1.46% 36,285 $4.0M
2 ARVEST INVESTMENTS, INC. 1.17% 78,447 $8.6M
3 RKL Wealth Management LLC 0.75% 76,180 $8.4M
4 SIGNET FINANCIAL MANAGEMENT, LLC 0.65% 52,676 $5.8M
5 Sunflower Bank, N.A. 0.64% 23,035 $2.5M
6 Impact Investors, Inc 0.63% 8,217 $901K
7 Glass Jacobson Investment Advisors llc 0.42% 11,102 $1.2M
8 Sharper & Granite LLC 0.35% 9,345 $1.0M
9 CVA Family Office, LLC 0.26% 22,849 $2.5M
10 Narus Financial Partners, LLC 0.16% 5,730 $629K
11 Ignite Planners, LLC 0.16% 9,234 $1.0M
12 Daviman Financial, LLC 0.14% 2,232 $245K
13 JAMES INVESTMENT RESEARCH, INC. 0.14% 11,602 $1.3M
14 SHAYNE & JACOBS, LLC 0.10% 3,035 $333K
15 Focus Financial Network, Inc. 0.10% 24,245 $2.7M
16 Maridea Wealth Management LLC 0.09% 5,711 $627K
17 Sequent Planning LLC 0.08% 2,932 $322K
18 NOVEM GROUP 0.07% 5,508 $604K
19 HighTower Advisors, LLC 0.06% 500,169 $54.9M
20 Goelzer Investment Management, Inc. 0.05% 10,192 $1.1M
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% 7,464 $819K
22 Detalus Advisors, LLC 0.05% 1,897 $208K
23 Heck Capital Advisors, LLC 0.04% 5,527 $606K
24 Moors & Cabot, Inc. 0.04% 9,506 $1.0M
25 Stablepoint Partners, LLC 0.04% 2,434 $267K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AGZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGZ?

More sellers than buyers — 49% buying: Last quarter: 65 funds reduced or exited vs 63 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 — 20% AUM from major funds: 15 of 144 holders rank in the top 100 by AUM, accounting for 20% 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?

62% of holders stayed for 2+ years: 90 out of 144 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.