Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (GOVT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — GOVT

Based on 765 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 GOVT 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
765 hedge funds hold GOVT 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
+45 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 buyers than sellers — 64% buying

481 buying276 selling
Last quarter: 481 funds were net buyers (110 opened a brand new position + 371 added to an existing one). Only 276 were sellers (206 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new GOVT position: 76 → 56 → 75 → 110. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new
466 out of 765 hedge funds have held GOVT 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

107 → 76 → 56 → 75 → 110 new funds/Q
New funds entering each quarter: 76 → 56 → 75 → 110. A growing number of institutions are discovering GOVT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 766 current holders: 477 (62%) 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.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
26 of 765 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in GOVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: GOVT

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

Market Analysis: GOVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOVT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 22 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GOVT
2026 Q1 Stats Unlock in 22 days 766 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 766 725 5.66%
13F Shares 1.39B 1.22B 13.9%
Total Value $32.34B $26.81B 20.64%
New Positions 111 75 +36
Increased Positions 371 333 +38
Closed Positions 70 65 +5
Reduced Positions 206 234 -28
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOVT

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Valuation Measures Data as of: --

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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
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

766 + investors

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

Top 25 institutional holders of GOVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% 1,088,991 $24.9M
2 SOL Capital Management CO 8.70% 782,348 $17.9M
3 STOLZ & ASSOCIATES, PS 7.43% 464,931 $10.6M
4 Verum Partners LLC 6.76% 1,554,058 $35.6M
5 DDFG, Inc 6.20% 1,256,244 $28.8M
6 Peak Wealth Management LLC 6.02% 320,087 $7.3M
7 Roberts Financial Services LLC 5.94% 815,856 $18.7M
8 Madson Wealth Advisors Inc 5.76% 302,104 $6.9M
9 Snider Financial Group 5.08% 734,182 $16.8M
10 Arcadia Wealth Management, LLC 4.66% 562,027 $12.9M
11 Connecticut Capital Management Group, LLC 4.56% 210,895 $4.8M
12 MMA ASSET MANAGEMENT LLC 4.26% 527,899 $12.1M
13 SWP FINANCIAL LLC 4.17% 357,087 $8.2M
14 Phoenix Wealth Advisors 3.98% 439,524 $10.1M
15 TD PRIVATE CLIENT WEALTH LLC 3.88% 8,169,778 $187.2M
16 PARAGON CAPITAL MANAGEMENT INC 3.72% 191,740 $4.4M
17 Triad Wealth Partners, LLC 3.54% 1,951,668 $44.7M
18 Bedminster, LLC 3.44% 161,302 $3.7M
19 True Vision MN LLC 3.27% 276,957 $6.3M
20 Kelly Financial Services LLC 3.26% 591,172 $13.5M
21 Wedmont Private Capital 3.23% 4,370,401 $100.1M
22 Roan Capital Partners 3.16% 149,220 $3.4M
23 Key FInancial Inc 3.15% 773,330 $17.7M
24 Sharkey, Howes & Javer 3.15% 1,019,615 $23.4M
25 Johnson Bixby & Associates, LLC 3.12% 1,096,862 $25.1M
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 (GOVT)

What does the Smart Money Trend signal show for GOVT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GOVT 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 GOVT?

More buyers than sellers — 64% buying: Last quarter: 481 funds were net buyers (110 opened a brand new position + 371 added to an existing one). Only 276 were sellers (206 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GOVT holders?

Elite ownership — 67% AUM from top-100 funds: 26 of 765 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in GOVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GOVT?

61% of holders stayed for 2+ years: 466 out of 765 hedge funds have held GOVT 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.