Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGF)

350 + Investors. Track Smart Money conviction in IGF. 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
↑ +15
Streak
5Q ▲
Buyers last Q
67%

Smart Money Signals — IGF

Based on 350 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IGF 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
350 hedge funds hold IGF 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 — +38% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+38% 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 — 67% buying

227 buying114 selling
Last quarter: 227 funds were net buyers (61 opened a brand new position + 166 added to an existing one). Only 114 were sellers (68 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new IGF position: 46 → 76 → 49 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 22% medium 25% new
185 out of 350 hedge funds have held IGF 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 — ~61 new funds/quarter

36 → 46 → 76 → 49 → 61 new funds/Q
New funds entering each quarter: 46 → 76 → 49 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 10% 1-2yr 32% new
Of 350 current holders: 203 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
21 of 350 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IGF. 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.

Hedge Fund Ownership: IGF

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

Market Analysis: IGF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGF

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

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 2 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IGF
2026 Q1 Stats Unlock in 21 days 350 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 350 335 4.48%
13F Shares 106M 97M 9.33%
Total Value $6.54B $6.31B 3.66%
New Positions 61 49 +12
Increased Positions 166 123 +43
Closed Positions 46 33 +13
Reduced Positions 68 88 -20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGF

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Financial Highlights

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Institutional Holders (2026 Q1)

350 + investors

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

Top 25 institutional holders of IGF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tepp RIA, LLC 4.76% 90,722 $6.1M
2 ARRIEN INVESTMENTS, INC. 3.48% 95,660 $6.4M
3 FSM Wealth Advisors, LLC 2.45% 284,302 $19.0M
4 Waldron Private Wealth LLC 1.85% 709,906 $47.6M
5 Sincerus Advisory, LLC 1.28% 25,109 $1.7M
6 NAPLES GLOBAL ADVISORS, LLC 0.92% 188,265 $12.6M
7 PENOBSCOT WEALTH MANAGEMENT 0.84% 42,256 $2.8M
8 CAPITAL INSIGHT PARTNERS, LLC 0.83% 64,224 $3.9M
9 American Institute for Advanced Investment Management, LLP 0.82% 18,977 $1.3M
10 HOGE FINANCIAL SERVICES, LLC 0.64% 17,886 $1.2M
11 Lakeshore Capital Group, Inc. 0.52% 9,495 $636K
12 COUNTRY TRUST BANK 0.45% 356,905 $23.9M
13 Comprehensive Money Management Services LLC 0.45% 10,328 $692K
14 FIRST FINANCIAL CORP /IN/ 0.44% 16,565 $1.1M
15 Sunbeam Capital Management, LLC 0.36% 9,368 $628K
16 BigSur Wealth Management LLC 0.33% 17,750 $1.2M
17 Cornerstone National Bank & Trust Co 0.33% 13,352 $898K
18 TRED AVON FAMILY WEALTH, LLC 0.31% 13,795 $924K
19 FINANCIAL MANAGEMENT NETWORK INC 0.26% 24,823 $1.7M
20 Boltwood Capital Management 0.26% 15,130 $1.0M
21 LOUISBOURG INVESTMENTS INC. 0.24% 19,007 $1.3M
22 Pictet North America Advisors SA 0.24% 35,452 $2.4M
23 GEN Financial Management, INC. 0.20% 4,927 $330K
24 Lee Financial Co 0.19% 19,755 $1.3M
25 ARWA LLC 0.18% 5,197 $359K
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 (IGF)

What does the Smart Money Trend signal show for IGF?

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

More buyers than sellers — 67% buying: Last quarter: 227 funds were net buyers (61 opened a brand new position + 166 added to an existing one). Only 114 were sellers (68 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGF holders?

Elite ownership — 50% AUM from top-100 funds: 21 of 350 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IGF. 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 IGF?

53% of holders stayed for 2+ years: 185 out of 350 hedge funds have held IGF 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.