Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAGG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -92
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — IAGG

Based on 571 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 IAGG 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 — 86% of 3.0Y peak

86% of all-time peak
571 funds currently hold this stock — 86% of the 3.0-year high of 663 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

281 buying400 selling
Last quarter: 400 funds reduced or exited vs 281 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.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 78 → 110 → 103 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new
259 out of 571 hedge funds have held IAGG 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.
➡️

Steady discovery — ~82 new funds/quarter

207 → 78 → 110 → 103 → 82 new funds/Q
New funds entering each quarter: 78 → 110 → 103 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 40% newcomers

■ 50% veterans ■ 11% 1-2yr ■ 40% new
Entry-cohort mix of 571 holders: 284 (50%) are 2+ year veterans, 61 entered 1–2 years ago, and 226 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
28 of 567 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IAGG

In 2026 Q2, 281 hedge funds were net buyers of IAGG (82 opened a new position, 199 added to an existing one), while 400 reduced or exited (226 trimmed, 174 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in IAGG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -92 funds (more exits than new entries). Total institutional holders: 571.

Hedge Fund Ownership: IAGG

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

Market Analysis: IAGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAGG

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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.

10 top-rated funds 19 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IAGG
564 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 564 663 -14.93%
13F Shares 165M 205M -19.82%
Total Value $8.76B $9.57B -8.44%
New Positions 79 103 -24
Increased Positions 199 387 -188
Closed Positions 174 56 +118
Reduced Positions 226 118 +108
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAGG

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Institutional Holders (2026 Q2)

564 + investors

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

QUARTER:
Top 25 IAGG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 14.20% 10,062,129 $509.7M
2 Nationwide Fund Advisors 11.77% 3,439,200 $284.9M
3 Prudent Investors Network, INC. 8.55% 872,594 $44.2M
4 Values Added Financial LLC 7.25% 396,650 $20.1M
5 NYL Investors LLC 6.75% 347,798 $17.6M
6 Landmark Wealth Management, INC. 6.67% 398,519 $20.2M
7 Anderson Financial Strategies, LLC 6.44% 248,599 $12.4M
8 Boston Standard Wealth Management, LLC 6.19% 849,268 $42.6M
9 DORVAL Corp 5.61% 385,459 $19.5M
10 Penobscot Wealth Management 5.45% 402,313 $20.4M
11 Financial Gravity Companies, Inc. 5.26% 640,614 $32.4M
12 Xena Financial Planning, LLC 5.08% 104,732 $5.3M
13 Amarillo National Bank 4.84% 596,651 $30.2M
14 N.E.W. Advisory Services LLC 4.42% 1,307,184 $66.1M
15 SageView Advisory Group, LLC 4.02% 2,200,991 $110.1M
16 Trinity Wealth Management, LLC 4.02% 250,098 $12.7M
17 Mason & Associates, LLC 3.93% 373,233 $18.9M
18 Forum Private Client Group LLC 2.80% 185,890 $9.4M
19 Kroeger Financial Partners 2.80% 57,250 $2.9M
20 Allstreet Capital Advisors LLC 2.78% 75,177 $3.8M
21 Ffg Retirement Advisors LLC 2.63% 98,228 $5.0M
22 Midwestern Financial, LLC /IA 2.51% 70,882 $3.6M
23 GDS Wealth Management 2.50% 1,038,310 $52.5M
24 Moneywise, INC. 2.43% 128,729 $6.5M
25 Blossom Wealth Management 2.34% 32,824 $1.7M
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 (IAGG)

What does the Smart Money Trend signal show for IAGG?

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

More sellers than buyers — 41% buying: Last quarter: 400 funds reduced or exited vs 281 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 IAGG holders?

Strong quality — 33% AUM from major funds: 28 of 567 holders rank in the top 100 by AUM, accounting for 33% 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 IAGG?

45% of holders stayed for 2+ years: 259 out of 571 hedge funds have held IAGG 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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