Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDGT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
4Q ▲
Buyers last Q
84%

Smart Money Signals — IDGT

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
100 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 — +122% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+122% 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 — 84% buying

81 buying16 selling
Last quarter: 81 funds were net buyers (48 opened a brand new position + 33 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new IDGT position: 10 → 11 → 15 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 46% new

■ 29% conviction (2yr+) ■ 25% medium ■ 46% new
Of the 100 current holders: 29 (29%) held >2 years, 25 held 1–2 years, and 46 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.
💰

Value +333% but shares only +241% — price-driven

Value
+333%
Shares
+241%
Last quarter: the total dollar value of institutional holdings rose +333%, but actual share count only changed +241%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

7 → 10 → 11 → 15 → 48 new funds/Q
New funds entering each quarter: 10 → 11 → 15 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 47% newcomers

■ 45% veterans ■ 9% 1-2yr ■ 47% new
Entry-cohort mix of 103 holders: 46 (45%) are 2+ year veterans, 9 entered 1–2 years ago, and 48 (47%) 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
17 of 99 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.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — IDGT

In 2026 Q2, 81 hedge funds were net buyers of IDGT (48 opened a new position, 33 added to an existing one), while 16 reduced or exited (7 trimmed, 9 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in IDGT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: IDGT

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

Market Analysis: IDGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDGT

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IDGT
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 61 60.66%
13F Shares 3M 839K 240.96%
Total Value $334M $77M 333.42%
New Positions 48 15 +33
Increased Positions 33 22 +11
Closed Positions 10 10 -
Reduced Positions 6 12 -6
Total Calls 1 0 100%
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: IDGT

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Financial Highlights

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Institutional Holders (2026 Q2)

98 + 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:
Top 25 IDGT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wallace Hart LLC 2.03% 27,107 $3.2M
2 MinichMacGregor Wealth Management, LLC 1.99% 109,398 $13.1M
3 Wagner Wealth Management, Corp 1.57% 16,277 $1.9M
4 Aprio Wealth Management, LLC 1.29% 218,032 $26.1M
5 Cadent Capital Advisors, LLC 1.19% 48,313 $5.8M
6 Tudor Financial Inc. 1.18% 18,799 $2.6M
7 Well Done, LLC 1.18% 73,077 $8.8M
8 High Point Wealth Management, LLC 0.87% 8,910 $1.1M
9 Muirfield Wealth Advisors LLC 0.67% 8,540 $1.0M
10 Lee Johnson Capital Management, LLC 0.48% 12,864 $1.5M
11 Harmony Asset Management LLC 0.31% 9,629 $1.2M
12 Haven Private, LLC 0.30% 6,513 $780K
13 Prospera Financial Services Inc 0.18% 104,530 $12.5M
14 Nikulski Financial, Inc. 0.18% 6,836 $819K
15 DecisionMap Wealth Management, LLC 0.16% 2,437 $292K
16 Advisory Services Network, LLC 0.14% 103,636 $12.4M
17 VestGen Advisors, LLC 0.10% 29,564 $3.5M
18 Mml Investors Services, LLC 0.10% 396,601 $47.5M
19 KKM Financial LLC 0.09% 5,460 $654K
20 Equitable Holdings, Inc. 0.08% 112,530 $13.5M
21 Kesler, Norman & Wride, LLC 0.08% 4,127 $494K
22 Virginia Estate & Retirement Planning Advisors Inc. 0.04% 475 $37K
23 Krilogy Financial LLC 0.04% 11,805 $1.4M
24 Financial Partners Group, Inc 0.04% 3,340 $400K
25 Manchester Capital Management LLC 0.04% 2,250 $269K
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 — 4 quarters in a row: For 4 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 — 84% buying: Last quarter: 81 funds were net buyers (48 opened a brand new position + 33 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDGT holders?

Strong quality — 33% AUM from major funds: 17 of 99 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 IDGT?

Mixed — 29% long-term, 46% new: Of the 100 current holders: 29 (29%) held >2 years, 25 held 1–2 years, and 46 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.

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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