Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares 25 Year Treasury Strips Bond ETF (GOVZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
20%

Smart Money Signals — GOVZ

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 71% of 3.0Y peak

71% of all-time peak
27 funds currently hold this stock — 71% of the 3.0-year high of 38 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold GOVZ compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 20% buying

9 buying37 selling
Last quarter: 37 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 11 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 15% medium ■ 26% new
16 out of 27 hedge funds have held GOVZ 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.
💰

Price up while funds trimmed (-16% value, -76% shares)

Value
-15%
Shares
-75%
Last quarter: total value of institutional GOVZ holdings rose -16% even though funds reduced share count by 76%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

5 → 4 → 11 → 8 → 7 new funds/Q
New funds entering each quarter: 4 → 11 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 25% newcomers

■ 54% veterans ■ 21% 1-2yr ■ 25% new
Entry-cohort mix of 28 holders: 15 (54%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
7 of 27 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in GOVZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — GOVZ

In 2026 Q2, 9 hedge funds were net buyers of GOVZ (7 opened a new position, 2 added to an existing one), while 37 reduced or exited (19 trimmed, 18 sold completely) — a 20% buyer ratio, indicating net institutional distribution. 43% of total institutional value in GOVZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: GOVZ

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

Market Analysis: GOVZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOVZ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: GOVZ
2026 Q3 Stats Unlock in 6 days 1 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1 37 -97.3%
13F Shares 85K 6M -98.53%
Total Value $3M $53M -94.71%
New Positions 1 8 -7
Increased Positions 0 13 -13
Closed Positions 37 7 +30
Reduced Positions 0 12 -12
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: GOVZ

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Institutional Holders (2026 Q2)

1 + investors

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

QUARTER:
Top 25 GOVZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sankala Group LLC 1.88% 85,400 $2.8M
2 Strategies Wealth Advisors, LLC 0.45% 136,115 $5.0M
3 Compass Financial Management LLC 0.37% 84,042 $3.1M
4 CPC Advisors, LLC 0.30% 60,035 $2.2M
5 StoneX Group Inc. 0.01% 7,011 $254K
6 Quadrature Capital Ltd 0.01% 28,066 $1.0M
7 Kestra Advisory Services, LLC 0.01% 51,472 $1.9M
8 Commonwealth Equity Services, LLC 0.01% 112,330 $4.1M
9 Focus Advisor Solutions, LLC 0.00% 10,694 $393K
10 NFSG Corp 0.00% 662 $24K
11 Wealth Enhancement Advisory Services, LLC 0.00% 36,135 $1.3M
12 Mirae Asset Global Investments Co., Ltd. 0.00% 35,000 $1.3M
13 LPL Financial LLC 0.00% 220,603 $8.1M
14 Tower Research Capital LLC (TRC) 0.00% 1,720 $63K
15 Cetera Investment Advisers 0.00% 35,017 $1.3M
16 Goldman Sachs Group Inc 0.00% 165,393 $6.1M
17 Bank of America Corp /de/ 0.00% 104,737 $3.8M
18 HighTower Advisors, LLC 0.00% 6,617 $243K
19 Jane Street Group, LLC 0.00% 27,698 $1.0M
20 National Bank of Canada /Fi/ 0.00% 2,049 $75K
21 Susquehanna International Group, LLP 0.00% 11,046 $406K
22 Group One Trading LLC 0.00% 575 $21K
23 Jane Street Group, LLC 0.00% 8,000 $294K
24 Osaic Holdings, INC. 0.00% 500 $18K
25 Royal Bank of Canada 0.00% 986 $36K
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 25 Year Treasury Strips Bond ETF (GOVZ)

What does the Smart Money Trend signal show for GOVZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GOVZ 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 GOVZ?

Heavy selling pressure — only 20% buying: Last quarter: 37 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GOVZ holders?

Elite ownership — 43% AUM from top-100 funds: 7 of 27 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in GOVZ. 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 GOVZ?

59% of holders stayed for 2+ years: 16 out of 27 hedge funds have held GOVZ 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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