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

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

As of today, IGE has moved -5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), IGE gained -8.1% vs +14.9% 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 (IGE)

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

Smart Money Signals — IGE

Based on 171 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 IGE 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

171 hedge funds hold IGE 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.

📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

93 buying71 selling

Last quarter: 93 funds bought or added vs 71 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.

📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter

Funds opening a new IGE position: 11 → 23 → 20 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new

95 out of 171 hedge funds have held IGE 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.

🚀

Acceleration phase — new buyers rushing in

17 → 11 → 23 → 20 → 40 new funds/Q

New funds entering each quarter: 11 → 23 → 20 → 40. 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 — 63% veterans vs 25% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 171 holders: 107 (63%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

22 of 171 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	171	150	14.0%
13F Shares	8M	7M	7.6%
Total Value	$499M	$439M	13.79%
New Positions	40	20	+20
Increased Positions	53	58	-5
Closed Positions	19	11	+8
Reduced Positions	52	42	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

171

150

14.0%

13F Shares

7.6%

Total Value

$499M

$439M

13.79%

New Positions

+20

Increased Positions

-5

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

171 + investors

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

QUARTER:

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

Top 25 IGE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Citizens & Northern Corp	7.37%	469,769	$29.6M
2	Norris Financial Group, LLC	2.91%	141,888	$8.9M
3	American Wealth Advisors, LLC	2.10%	31,990	$2.0M
4	Zeit Capital LLC	1.93%	45,899	$2.9M
5	MinichMacGregor Wealth Management, LLC	1.41%	127,042	$8.0M
6	Sachetta, LLC	1.35%	39,650	$2.5M
7	Monument Capital Management	1.26%	79,801	$5.0M
8	Factor Wealth Management LTD	1.15%	96,957	$6.1M
9	Wealthcare Capital Partners, LLC	1.01%	34,417	$2.2M
10	Courage Miller Partners, LLC	0.98%	55,023	$3.5M
11	Midwest Professional Planners, LTD.	0.85%	57,384	$3.6M
12	Windward Private Wealth Management Inc.	0.78%	36,031	$2.3M
13	Sowa Financial Group, Inc.	0.74%	23,575	$1.5M
14	Prime Buchholz LLC	0.51%	15,420	$971K
15	Guidance Capital, Inc	0.41%	29,325	$1.8M
16	Harmony Asset Management LLC	0.30%	15,650	$985K
17	Ameritas Investment Partners, Inc.	0.29%	152,298	$9.6M
18	Interactive Financial Advisors, INC.	0.28%	6,896	$434K
19	Wealthcare Advisory Partners LLC	0.28%	230,064	$14.5M
20	Outlook Wealth Advisors, LLC	0.28%	18,272	$1.2M
21	Asset Management Group, Inc.	0.26%	25,835	$1.6M
22	Arkansas Financial Group, INC.	0.25%	28,859	$1.8M
23	Karpus Management, Inc.	0.25%	127,079	$8.0M
24	Redhawk Wealth Advisors, Inc.	0.23%	33,479	$2.1M
25	Family Investment Center, Inc.	0.20%	16,433	$1.0M

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 (IGE)

What does the Smart Money Trend signal show for IGE?

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

Slight buying edge — 57% buying: Last quarter: 93 funds bought or added vs 71 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 IGE holders?

Elite ownership — 49% AUM from top-100 funds: 22 of 171 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IGE. 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 IGE?

56% of holders stayed for 2+ years: 95 out of 171 hedge funds have held IGE 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 (IGE) following the 2026 Q1 hedge fund 13F filings?

As of today, IGE has moved -5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), IGE has gained -8.1% vs +14.9% 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 (IGE)

Smart Money Signals — IGE

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+20 vs last Q)

56% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 63% veterans vs 25% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — IGE

Hedge Fund Ownership: IGE

Market Analysis: IGE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGE

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

Hedge Fund Positioning: IGE

Statistics: IGE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IGE)

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