Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (IGBH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — IGBH

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IGBH 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
48 hedge funds hold IGBH 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 — +33% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+33% 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 — 64% buying

30 buying17 selling
Last quarter: 30 funds were net buyers (9 opened a brand new position + 21 added to an existing one). Only 17 were sellers (9 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 21% medium 27% new
25 out of 48 hedge funds have held IGBH 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 — ~9 new funds/quarter

4 → 8 → 8 → 10 → 9 new funds/Q
New funds entering each quarter: 8 → 8 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 29% newcomers

54% veterans 17% 1-2yr 29% new
Entry-cohort mix of 48 holders: 26 (54%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
9 of 47 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IGBH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — IGBH

In 2026 Q1, 30 hedge funds were net buyers of IGBH (9 opened a new position, 21 added to an existing one), while 17 reduced or exited (9 trimmed, 8 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in IGBH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: IGBH

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

Market Analysis: IGBH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGBH

-- --

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

Is It Too Late to Buy Ishares U S ETF Tr (IGBH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IGBH 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 · 81d ago
IGBH
nan%
SPY
+15.1%

IGBH outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IGBH
nan%
SPY
+1.3%

Since the filing became public, IGBH outperformed SPY by nan% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IGBH
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 47 2.13%
13F Shares 3M 2M 43.68%
Total Value $75M $55M 36.92%
New Positions 9 10 -1
Increased Positions 21 19 +2
Closed Positions 8 6 +2
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGBH

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 IGBH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Income Strategies, LLC 0.28% 236,735 $5.7M
2 Vista Cima Wealth Management LLC 0.20% 8,359 $202K
3 Integrity Alliance, LLC. 0.14% 153,519 $3.7M
4 International Assets Investment Management, LLC 0.05% 31,039 $752K
5 Goodman Advisory Group, LLC 0.04% 6,031 $146K
6 Merit Financial Group, LLC 0.02% 138,872 $3.4M
7 Signature Equity Partners, LLC 0.02% 1,769 $43K
8 Destination Wealth Management 0.02% 31,069 $751K
9 Equitable Holdings, Inc. 0.01% 83,482 $2.1M
10 Ameritas Advisory Services, LLC 0.01% 13,019 $315K
11 Oppenheimer & Co Inc 0.01% 41,298 $999K
12 Trilogy Capital Inc. 0.01% 9,207 $223K
13 Key Capital Management, INC 0.01% 596 $14K
14 Kestra Advisory Services, LLC 0.00% 53,080 $1.3M
15 Principal Securities, INC. 0.00% 12,507 $302K
16 Mcguire Capital Advisors Inc 0.00% 266 $6K
17 LPL Financial LLC 0.00% 635,203 $15.4M
18 Diversify Wealth Management, LLC 0.00% 8,895 $217K
19 Triumph Capital Management 0.00% 770 $19K
20 Mml Investors Services, LLC 0.00% 56,454 $1.4M
21 Truist Financial Corp 0.00% 114,661 $2.8M
22 Focus Partners Advisor Solutions, LLC 0.00% 12,224 $296K
23 Cetera Investment Advisers 0.00% 64,414 $1.6M
24 Morgan Stanley 0.00% 917,538 $22.2M
25 Raymond James Financial Inc 0.00% 156,250 $3.8M
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 U S ETF Tr (IGBH)

What does the Smart Money Trend signal show for IGBH?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IGBH 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 IGBH?

More buyers than sellers — 64% buying: Last quarter: 30 funds were net buyers (9 opened a brand new position + 21 added to an existing one). Only 17 were sellers (9 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGBH holders?

Elite ownership — 59% AUM from top-100 funds: 9 of 47 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IGBH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IGBH?

52% of holders stayed for 2+ years: 25 out of 48 hedge funds have held IGBH 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 U S ETF Tr (IGBH) following the 2026 Q1 hedge fund 13F filings?

As of today, IGBH 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), IGBH 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.

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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