Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAGG)

656 + 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
↑ +47
Streak
4Q ▲
Buyers last Q
74%

Smart Money Signals — IAGG

Based on 662 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IAGG 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
662 hedge funds hold IAGG 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.
🚀

Fast accumulation — +73% more funds vs a year ago

fund count last 6Q
+279 new funds entered over the past year (+73% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

490 buying174 selling
Last quarter: 490 funds were net buyers (103 opened a brand new position + 387 added to an existing one). Only 174 were sellers (118 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 206 → 78 → 109 → 103. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 32% medium ■ 29% new
262 out of 662 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.
📊

Peak discovery — momentum slowing

43 → 206 → 78 → 109 → 103 new funds/Q
New funds entering each quarter: 206 → 78 → 109 → 103. IAGG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 44% veterans vs 45% newcomers

■ 44% veterans ■ 11% 1-2yr ■ 45% new
Entry-cohort mix of 662 holders: 288 (44%) are 2+ year veterans, 74 entered 1–2 years ago, and 300 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
26 of 659 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 490 hedge funds were net buyers of IAGG (103 opened a new position, 387 added to an existing one), while 174 reduced or exited (118 trimmed, 56 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in IAGG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 662.

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

-- --

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

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

Signal Freshness measures how much IAGG 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 · 75d ago
IAGG
+0.6%
SPY
+14.1%

IAGG outperformed SPY by -13.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IAGG
+1.3%
SPY
+0.3%

Since the filing became public, IAGG outperformed SPY by +1.0% .

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.

15 top-rated funds 23 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IAGG
656 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 656 615 6.67%
13F Shares 205M 193M 6.06%
Total Value $9.56B $9.54B 0.16%
New Positions 100 109 -9
Increased Positions 386 343 +43
Closed Positions 59 59 -
Reduced Positions 117 121 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAGG

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Financial Highlights

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Institutional Holders (2026 Q1)

656 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 14.97% 9,753,565 $488.1M
2 Nationwide Fund Advisors 12.19% 5,567,707 $278.6M
3 Prudent Investors Network, INC. 9.46% 867,905 $43.4M
4 Robinswood Financial LLC 8.83% 140,027 $7.0M
5 Values Added Financial LLC 6.97% 330,887 $16.6M
6 NYL Investors LLC 6.66% 352,312 $17.6M
7 Boston Standard Wealth Management, LLC 6.64% 813,058 $40.5M
8 Anderson Financial Strategies, LLC 6.63% 241,993 $12.1M
9 Landmark Wealth Management, INC. 6.63% 351,148 $17.6M
10 Trinity Wealth Management, LLC 6.20% 337,696 $16.9M
11 DORVAL Corp 5.87% 378,343 $18.9M
12 Financial Gravity Asset Management, Inc. 5.60% 629,064 $31.5M
13 Xena Financial Planning, LLC 5.59% 98,980 $5.0M
14 Amarillo National Bank 5.27% 596,651 $29.9M
15 N.E.W. Advisory Services LLC 4.53% 1,210,409 $60.6M
16 Penobscot Wealth Management 4.52% 305,735 $15.3M
17 Mason & Associates, LLC 4.20% 366,684 $18.3M
18 Boyd Wealth Management, LLC 3.51% 165,810 $8.3M
19 Curtis Wealth Management LLC 3.14% 66,850 $3.3M
20 Granite Bay Wealth Management, LLC 2.93% 275,375 $13.7M
21 Forum Private Client Group LLC 2.90% 173,711 $8.7M
22 Alterna Wealth Management, Inc 2.88% 75,903 $3.8M
23 Kelly Financial Services LLC 2.80% 232,388 $11.6M
24 GDS Wealth Management 2.79% 928,734 $46.5M
25 True Link Financial Advisors, LLC 2.77% 897,660 $44.9M
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IAGG 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 IAGG?

More buyers than sellers — 74% buying: Last quarter: 490 funds were net buyers (103 opened a brand new position + 387 added to an existing one). Only 174 were sellers (118 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAGG holders?

Strong quality — 34% AUM from major funds: 26 of 659 holders rank in the top 100 by AUM, accounting for 34% 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?

40% of holders stayed for 2+ years: 262 out of 662 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.

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

As of today, IAGG has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), IAGG has gained +0.6% vs +14.1% 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.

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