Ishares Tr (IDGT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IDGT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IDGT gained nan% vs +15.1% 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.

Ishares Tr (IDGT)

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

Smart Money Signals — IDGT

Based on 61 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IDGT 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

61 hedge funds hold IDGT 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 — +36% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+36% 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 — 62% buying

37 buying23 selling

Last quarter: 37 funds were net buyers (15 opened a brand new position + 22 added to an existing one). Only 23 were sellers (13 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 10 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 26% new

■ 38% conviction (2yr+) ■ 36% medium ■ 26% new

Of the 61 current holders: 23 (38%) held >2 years, 22 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Price up while funds trimmed (-41% value, -59% shares)

Value

-41%

-58%

Last quarter: total value of institutional IDGT holdings rose -41% even though funds reduced share count by 59%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

10 → 7 → 10 → 11 → 15 new funds/Q

New funds entering each quarter: 7 → 10 → 11 → 15. A growing number of institutions are discovering IDGT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 55% veterans vs 35% newcomers

■ 55% veterans ■ 10% 1-2yr ■ 35% new

Entry-cohort mix of 62 holders: 34 (55%) are 2+ year veterans, 6 entered 1–2 years ago, and 22 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

16 of 60 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	61	56	8.93%
13F Shares	839K	2M	-58.93%
Total Value	$77M	$131M	-41.44%
New Positions	15	11	+4
Increased Positions	22	25	-3
Closed Positions	10	5	+5
Reduced Positions	12	8	+4
Total Calls	0	0	-
Total Puts	1	1	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.93%

13F Shares

839K

-58.93%

Total Value

$77M

$131M

-41.44%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

61 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IDGT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Aprio Wealth Management, LLC	1.12%	210,424	$20.6M
2	High Point Wealth Management, LLC	0.30%	3,165	$310K
3	Haven Private, LLC	0.09%	2,170	$212K
4	VestGen Advisors, LLC	0.09%	27,719	$3.3M
5	Krilogy Financial LLC	0.04%	11,275	$1.3M
6	Manchester Capital Management LLC	0.03%	2,250	$220K
7	IHT Wealth Management, LLC	0.03%	11,505	$1.1M
8	Trask Adam Roland	0.02%	200	$20K
9	Sunbelt Securities, Inc.	0.01%	1,869	$183K
10	Parallel Advisors, LLC	0.01%	5,766	$564K
11	Mml Investors Services, LLC	0.01%	31,938	$3.1M
12	Mercer Global Advisors Inc /Adv	0.01%	47,582	$4.7M
13	Western Wealth Management, LLC	0.01%	1,890	$185K
14	Tidemark, LLC	0.01%	240	$23K
15	Steward Partners Investment Advisory, LLC	0.00%	8,501	$831K
16	Waverly Advisors, LLC	0.00%	5,573	$545K
17	International Assets Investment Management, LLC	0.00%	582	$58K
18	Cetera Investment Advisers	0.00%	37,476	$3.7M
19	Estabrook Capital Management	0.00%	200	$20K
20	Wealthspire Advisors, LLC	0.00%	3,000	$293K
21	LPL Financial LLC	0.00%	84,409	$8.3M
22	Spire Wealth Management	0.00%	390	$38K
23	Raymond James Financial Inc	0.00%	38,613	$3.8M
24	Envestnet Asset Management Inc	0.00%	40,802	$4.0M
25	TD Waterhouse Canada Inc.	0.00%	2,775	$275K

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 (IDGT)

What does the Smart Money Trend signal show for IDGT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IDGT 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 IDGT?

More buyers than sellers — 62% buying: Last quarter: 37 funds were net buyers (15 opened a brand new position + 22 added to an existing one). Only 23 were sellers (13 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDGT holders?

Strong quality — 39% AUM from major funds: 16 of 60 holders rank in the top 100 by AUM, accounting for 39% 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 IDGT?

Mixed — 38% long-term, 26% new: Of the 61 current holders: 23 (38%) held >2 years, 22 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, IDGT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IDGT has gained nan% vs +15.1% 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.

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Ishares Tr (IDGT)

Smart Money Signals — IDGT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 38% long-term, 26% new

Price up while funds trimmed (-41% value, -59% shares)

Growing discovery — still being found

Veteran-anchored — 55% veterans vs 35% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — IDGT

Hedge Fund Ownership: IDGT

Market Analysis: IDGT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IDGT

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

Hedge Fund Positioning: IDGT

Statistics: IDGT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IDGT)

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