Ishares Tr (IGF) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IGF)

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

Smart Money Signals — IGF

Based on 433 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 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

433 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 — +28% more funds vs a year ago

fund count last 6Q

+94 new funds entered over the past year (+28% 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 — 65% buying

265 buying140 selling

Last quarter: 265 funds were net buyers (78 opened a brand new position + 187 added to an existing one). Only 140 were sellers (93 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~78 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 55 → 69 → 74 → 78. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 23% medium ■ 29% new

208 out of 433 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.

📈

Growing discovery — still being found

82 → 55 → 69 → 74 → 78 new funds/Q

New funds entering each quarter: 55 → 69 → 74 → 78. A growing number of institutions are discovering IGF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 35% newcomers

■ 53% veterans ■ 12% 1-2yr ■ 35% new

Entry-cohort mix of 433 holders: 229 (53%) are 2+ year veterans, 52 entered 1–2 years ago, and 152 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

35 of 433 holders are among the 100 largest funds by AUM, controlling 64% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	431	402	7.21%
13F Shares	121M	112M	7.97%
Total Value	$7.99B	$7.46B	7.1%
New Positions	78	74	+4
Increased Positions	186	145	+41
Closed Positions	49	50	-1
Reduced Positions	93	104	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

431

402

7.21%

13F Shares

121M

112M

7.97%

Total Value

$7.99B

$7.46B

7.1%

New Positions

Increased Positions

186

145

+41

Closed Positions

-1

Reduced Positions

104

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

431 + investors

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

QUARTER:

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

Top 25 IGF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Employees' Retirement Fund of the City of Fort Worth	7.47%	314,034	$20.9M
2	Heartland Bank & Trust Co	4.85%	352,037	$23.4M
3	Tepp RIA, LLC	4.82%	106,665	$7.1M
4	Hyposwiss Advisors SA	3.61%	57,280	$3.8M
5	Arrien Investments, INC.	3.38%	100,573	$6.7M
6	American Family Investments, Inc.	3.05%	2,538,162	$169.0M
7	NorthRock Partners, LLC	2.97%	3,076,200	$204.9M
8	B & T Capital Management DBA Alpha Capital Management	2.90%	335,509	$22.3M
9	Arbor Trust Wealth Advisors, LLC	2.87%	106,725	$7.1M
10	1 North Wealth Services LLC	2.46%	112,902	$7.5M
11	Pacific Life Fund Advisors LLC	2.25%	306,763	$20.4M
12	FSM Wealth Advisors, LLC	2.22%	313,477	$20.9M
13	Beta Wealth Group, Inc.	2.11%	84,547	$5.6M
14	Ballentine Partners, LLC	2.06%	2,532,785	$168.7M
15	Haven Private, LLC	1.64%	64,904	$4.3M
16	Waldron Private Wealth LLC	1.59%	688,085	$45.8M
17	Marquette Associates, INC.	1.42%	29,267	$1.9M
18	Sincerus Advisory, LLC	1.18%	26,108	$1.7M
19	Symphony Financial, Ltd. Co.	1.16%	158,025	$10.6M
20	First American Trust, Fsb	1.02%	254,931	$17.0M
21	Nepc LLC	0.97%	781,673	$52.1M
22	Solstein Capital, LLC	0.86%	37,598	$2.5M
23	Laird Norton Wetherby Trust Company, LLC	0.83%	647,638	$43.1M
24	Stelac Advisory Services LLC	0.82%	65,991	$4.4M
25	Naples Global Advisors, LLC	0.79%	192,881	$12.8M

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 Tr (IGF)

What does the Smart Money Trend signal show for IGF?

Buying streak — 7 quarters in a row: For 7 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 — 65% buying: Last quarter: 265 funds were net buyers (78 opened a brand new position + 187 added to an existing one). Only 140 were sellers (93 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGF holders?

Elite ownership — 64% AUM from top-100 funds: 35 of 433 holders are among the 100 largest funds by AUM, controlling 64% 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?

48% of holders stayed for 2+ years: 208 out of 433 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.

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Ishares Tr (IGF)

Smart Money Signals — IGF

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~78 new funds per quarter

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 35% newcomers

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — IGF

Hedge Fund Ownership: IGF

Market Analysis: IGF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGF

Hedge Fund Positioning: IGF

Statistics: IGF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IGF)

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