Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — IGF

Based on 400 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
400 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 — +40% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+40% 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.
🟡

Slight buying edge — 59% buying

218 buying154 selling
Last quarter: 218 funds bought or added vs 154 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.
➡️

Steady new buyers — ~73 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 81 → 55 → 69 → 73. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 28% new
188 out of 400 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 — ~73 new funds/quarter

49 → 81 → 55 → 69 → 73 new funds/Q
New funds entering each quarter: 81 → 55 → 69 → 73. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 38% newcomers

■ 52% veterans ■ 10% 1-2yr ■ 38% new
Entry-cohort mix of 400 holders: 207 (52%) are 2+ year veterans, 40 entered 1–2 years ago, and 153 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
31 of 400 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.

Institutional Sentiment Summary — IGF

In 2026 Q1, 218 hedge funds were net buyers of IGF (73 opened a new position, 145 added to an existing one), while 154 reduced or exited (104 trimmed, 50 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in IGF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 400.

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

-- --

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

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

Signal Freshness measures how much IGF 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 · 75d ago
IGF
+0.4%
SPY
+14.1%

IGF outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IGF
+1.9%
SPY
+0.3%

Since the filing became public, IGF outperformed SPY by +1.6% .

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.

17 top-rated funds 7 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IGF
396 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 396 377 5.04%
13F Shares 112M 108M 3.21%
Total Value $7.46B $6.67B 11.91%
New Positions 71 69 +2
Increased Positions 143 173 -30
Closed Positions 52 49 +3
Reduced Positions 104 71 +33
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

396 + 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:
Top 25 IGF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Employees' Retirement Fund of the City of Fort Worth 8.61% 296,200 $19.8M
2 Chicago Wealth Management, Inc. 5.60% 209,248 $14.0M
3 Heartland Bank & Trust Co 5.29% 348,959 $23.4M
4 Tepp RIA, LLC 4.76% 90,722 $6.1M
5 Hyposwiss Advisors SA 3.68% 55,610 $3.7M
6 Arrien Investments, INC. 3.48% 95,660 $6.4M
7 NorthRock Partners, LLC 2.88% 2,668,843 $178.8M
8 1 North Wealth Services LLC 2.62% 108,177 $7.2M
9 FSM Wealth Advisors, LLC 2.45% 284,302 $19.0M
10 American Family Investments, Inc. 2.42% 1,370,709 $91.8M
11 Arbor Trust Wealth Advisors, LLC 2.26% 76,857 $5.1M
12 Ballentine Partners, LLC 2.26% 2,420,129 $162.1M
13 Haven Private, LLC 2.18% 74,700 $5.0M
14 Beta Wealth Group, Inc. 2.14% 77,219 $5.2M
15 B & T Capital Management DBA Alpha Capital Management 2.06% 212,128 $14.2M
16 Waldron Private Wealth LLC 1.85% 709,906 $47.6M
17 Symphony Financial, Ltd. Co. 1.28% 145,790 $9.7M
18 Sincerus Advisory, LLC 1.28% 25,109 $1.7M
19 First American Trust, Fsb 1.14% 252,836 $16.9M
20 Corrado Advisors, LLC 1.13% 32,218 $2.2M
21 Nepc LLC 1.04% 781,673 $52.4M
22 Pathstone Holdings, LLC 0.99% 3,722,667 $249.4M
23 Naples Global Advisors, LLC 0.92% 188,265 $12.6M
24 Evergreen Wealth Partners LLC 0.86% 16,791 $1.1M
25 Laird Norton Wetherby Trust Company, LLC 0.84% 577,652 $38.7M
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 — 6 quarters in a row: For 6 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?

Slight buying edge — 59% buying: Last quarter: 218 funds bought or added vs 154 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 IGF holders?

Elite ownership — 50% AUM from top-100 funds: 31 of 400 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?

47% of holders stayed for 2+ years: 188 out of 400 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.

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

As of today, IGF has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), IGF has gained +0.4% vs +14.1% 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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