Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGEB)

176 + Investors. Track Smart Money conviction in IGEB. 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
↑ +5
Streak
3Q ▲
Buyers last Q
66%

Smart Money Signals — IGEB

Based on 176 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IGEB 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 — 79% of 3.0Y peak

79% of all-time peak
176 funds currently hold this stock — 79% of the 3.0-year high of 222 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

121 buying62 selling
Last quarter: 121 funds were net buyers (25 opened a brand new position + 96 added to an existing one). Only 62 were sellers (42 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 30 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 21% new

32% conviction (2yr+) 47% medium 21% new
Of the 176 current holders: 57 (32%) held >2 years, 82 held 1–2 years, and 37 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.
➡️

Steady discovery — ~25 new funds/quarter

31 → 11 → 30 → 20 → 25 new funds/Q
New funds entering each quarter: 11 → 30 → 20 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 23% veterans, 28% new entrants

23% veterans 49% 1-2yr 28% new
Of 176 current holders: 40 (23%) held 2+ years, 86 held 1–2 years, 50 (28%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 176 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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.

Hedge Fund Ownership: IGEB

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

Market Analysis: IGEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGEB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IGEB
2026 Q1 Stats Unlock in 16 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 171 2.92%
13F Shares 28M 27M 5.67%
Total Value $1.30B $1.24B 4.81%
New Positions 25 20 +5
Increased Positions 96 99 -3
Closed Positions 20 17 +3
Reduced Positions 42 42 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGEB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

176 + investors

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

Top 25 institutional holders of IGEB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ameliora Wealth Management Ltd. 6.10% 424,623 $19.1M
2 WALLER FINANCIAL PLANNING GROUP, INC 6.09% 612,366 $27.6M
3 DORVAL Corp 5.58% 399,159 $18.0M
4 Hoese & Co LLP 3.64% 108,824 $4.9M
5 Stratos Investment Management, LLC 2.13% 1,179,255 $53.1M
6 Altus Wealth Management, LLC 1.40% 69,944 $3.2M
7 Breakwater Capital Group 1.07% 176,984 $8.0M
8 Accel Wealth Management 1.05% 89,157 $4.0M
9 Kelly Financial Services LLC 0.99% 90,342 $4.1M
10 LOCKERMAN FINANCIAL GROUP, INC. 0.82% 10,095 $455K
11 Paller Financial Services Inc 0.80% 21,475 $968K
12 Fermata Advisors, LLC 0.61% 59,642 $2.7M
13 Madson Wealth Advisors Inc 0.55% 14,658 $660K
14 FORTE ASSET MANAGEMENT LLC 0.46% 23,097 $1.0M
15 Stronghold Wealth Management L.L.C. 0.44% 6,504 $293K
16 Centerpoint Advisory Group 0.36% 10,758 $485K
17 Riverbend Wealth Management, LLC 0.30% 11,725 $528K
18 Avantra Family Wealth, Inc. 0.29% 8,691 $392K
19 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.22% 327,825 $14.8M
20 McGlone Suttner Wealth Management, Inc. 0.19% 31,423 $1.4M
21 Merit Financial Group, LLC 0.18% 525,643 $23.7M
22 TWIN CITY PRIVATE WEALTH, LLC 0.16% 4,572 $206K
23 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% 57,584 $2.6M
24 FOUNDERS FINANCIAL SECURITIES LLC 0.14% 51,431 $2.3M
25 PATTON ALBERTSON MILLER GROUP, LLC 0.10% 19,343 $872K
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 (IGEB)

What does the Smart Money Trend signal show for IGEB?

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

More buyers than sellers — 66% buying: Last quarter: 121 funds were net buyers (25 opened a brand new position + 96 added to an existing one). Only 62 were sellers (42 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGEB holders?

Strong quality — 34% AUM from major funds: 14 of 176 holders rank in the top 100 by AUM, accounting for 34% 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 IGEB?

Mixed — 32% long-term, 21% new: Of the 176 current holders: 57 (32%) held >2 years, 82 held 1–2 years, and 37 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.