Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IFGL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — IFGL

Based on 50 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IFGL 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
50 funds currently hold this stock — 94% of the 3.0-year high of 53 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

25 buying23 selling
Last quarter: 25 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 5 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 16% medium ■ 10% new
37 out of 50 hedge funds have held IFGL 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 (+3% value, -49% shares)

Value
+2%
Shares
-49%
Last quarter: total value of institutional IFGL holdings rose +3% even though funds reduced share count by 49%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~8 new funds/quarter

3 → 9 → 5 → 7 → 8 new funds/Q
New funds entering each quarter: 9 → 5 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 78% veterans vs 12% newcomers

■ 78% veterans ■ 10% 1-2yr ■ 12% new
Entry-cohort mix of 50 holders: 39 (78%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
14 of 50 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — IFGL

In 2026 Q2, 25 hedge funds were net buyers of IFGL (8 opened a new position, 17 added to an existing one), while 23 reduced or exited (17 trimmed, 6 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 32% of total institutional value in IFGL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: IFGL

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

Market Analysis: IFGL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFGL

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IFGL
50 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 48 4.17%
13F Shares 1M 3M -48.99%
Total Value $31M $30M 2.51%
New Positions 8 7 +1
Increased Positions 17 20 -3
Closed Positions 6 5 +1
Reduced Positions 17 14 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFGL

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Institutional Holders (2026 Q2)

50 + investors

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

QUARTER:
Top 25 IFGL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Payne Capital Management, LLC 0.46% 77,709 $1.7M
2 Old Port Advisors 0.23% 52,151 $1.2M
3 Courier Capital LLC 0.21% 187,055 $4.2M
4 Financial Alternatives, Inc 0.17% 15,510 $346K
5 Maryland Capital Advisors INC. 0.15% 21,556 $481K
6 Upper Left Wealth Management, LLC 0.14% 10,983 $245K
7 Ariadne Wealth Management, LP 0.13% 13,040 $291K
8 Integras Partners LLC 0.12% 9,772 $218K
9 Dunhill Financial, LLC 0.11% 24,349 $543K
10 Westbourne Investments, INC. 0.11% 12,197 $272K
11 Prosperity Planning, Inc. 0.07% 14,344 $320K
12 Gallagher Fiduciary Advisors, LLC 0.05% 62,316 $1.4M
13 Private Wealth Management Group, LLC 0.03% 6,179 $138K
14 Awm Capital, LLC 0.03% 14,299 $319K
15 Stone House Investment Management, LLC 0.01% 2,204 $49K
16 SBI Securities Co., Ltd. 0.01% 11,956 $267K
17 Beacon Pointe Advisors, LLC 0.01% 50,859 $1.1M
18 Strategic Investment Solutions, Inc. /IL 0.01% 1,000 $22K
19 Savvy Advisors, Inc. 0.00% 10,241 $228K
20 AE Wealth Management LLC 0.00% 42,851 $956K
21 Lido Advisors, LLC 0.00% 46,220 $1.0M
22 Cerity Partners LLC 0.00% 98,070 $2.2M
23 Halbert Hargrove Global Advisors, LLC 0.00% 1,592 $35K
24 Wealthfront Advisers LLC 0.00% 26,645 $594K
25 Osaic Holdings, INC. 0.00% 40,069 $894K
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 (IFGL)

What does the Smart Money Trend signal show for IFGL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IFGL 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 IFGL?

Slight buying edge — 52% buying: Last quarter: 25 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IFGL holders?

Strong quality — 32% AUM from major funds: 14 of 50 holders rank in the top 100 by AUM, accounting for 32% 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 IFGL?

74% of holders stayed for 2+ years: 37 out of 50 hedge funds have held IFGL 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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