ISHARES TR (IGIB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IGIB)

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

Smart Money Signals — IGIB

Based on 634 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added IGIB 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

634 hedge funds hold IGIB 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 — +10% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

370 buying222 selling

Last quarter: 370 funds were net buyers (83 opened a brand new position + 287 added to an existing one). Only 222 were sellers (165 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new IGIB position: 54 → 69 → 74 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new

408 out of 634 hedge funds have held IGIB 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

75 → 54 → 69 → 74 → 83 new funds/Q

New funds entering each quarter: 54 → 69 → 74 → 83. A growing number of institutions are discovering IGIB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new

Of 634 current holders: 426 (67%) 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.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

25 of 634 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	634	609	4.11%
13F Shares	244M	234M	4.18%
Total Value	$17.09B	$16.60B	2.95%
New Positions	83	74	+9
Increased Positions	287	282	+5
Closed Positions	58	66	-8
Reduced Positions	165	160	+5
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

634

609

4.11%

13F Shares

244M

234M

4.18%

Total Value

$17.09B

$16.60B

2.95%

New Positions

Increased Positions

287

282

Closed Positions

-8

Reduced Positions

165

160

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

634 + investors

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

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

Top 25 institutional holders of IGIB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Thoma Capital Management LLC	20.10%	638,651	$34.0M
2	BIRCHBROOK, INC.	12.17%	466,277	$24.8M
3	BCK Partners, Inc.	11.38%	395,914	$21.1M
4	Flagstone Financial Management	10.70%	809,747	$43.1M
5	Petersen Hastings Wealth Advisors Inc.	9.60%	1,968,481	$104.8M
6	MFA WEALTH ADVISORS, LLC	9.29%	887,369	$47.2M
7	SEMITAM BONAM LLC	8.90%	204,709	$10.9M
8	Mendota Financial Group, LLC	8.23%	208,680	$11.1M
9	Freestate Advisors LLC	7.64%	179,487	$9.6M
10	Ameliora Wealth Management Ltd.	7.63%	449,962	$23.9M
11	Israel Discount Bank of New York	7.07%	60,551	$3.2M
12	Charter Oak Capital Management, LLC	6.60%	1,599,851	$85.1M
13	Matson Money. Inc.	5.97%	3,662,800	$194.7M
14	Acropolis Investment Management, LLC	4.94%	2,098,568	$111.7M
15	Invera Wealth Advisors, LLC	4.48%	131,045	$7.0M
16	Klaas Financial Asset Advisors, LLC	3.96%	539,525	$28.7M
17	TICINO WEALTH	3.64%	182,324	$10.5M
18	ARKANSAS FINANCIAL GROUP, INC.	3.35%	449,664	$24.0M
19	Darrow Company, Inc.	3.16%	131,930	$7.0M
20	Financial Partners Group, Inc	3.07%	482,095	$25.7M
21	HIGHLINE WEALTH PARTNERS LLC	2.78%	204,702	$10.9M
22	Eagle Wealth Advisors LLC	2.70%	55,045	$2.9M
23	PW ADVISORS, LLC \ FL	2.66%	66,844	$3.6M
24	TD PRIVATE CLIENT WEALTH LLC	2.60%	2,356,271	$125.4M
25	Aspen Investment Management Inc	2.57%	157,470	$8K

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 (IGIB)

What does the Smart Money Trend signal show for IGIB?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IGIB 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 IGIB?

More buyers than sellers — 62% buying: Last quarter: 370 funds were net buyers (83 opened a brand new position + 287 added to an existing one). Only 222 were sellers (165 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGIB holders?

Strong quality — 25% AUM from major funds: 25 of 634 holders rank in the top 100 by AUM, accounting for 25% 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 IGIB?

64% of holders stayed for 2+ years: 408 out of 634 hedge funds have held IGIB 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 (IGIB)

Smart Money Signals — IGIB

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+9 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 25% AUM from major funds

Hedge Fund Ownership: IGIB

Market Analysis: IGIB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGIB

Hedge Fund Positioning: IGIB

Statistics: IGIB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IGIB)

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