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

Q: Is it too late to buy Ishares Tr (IGIB) following the 2026 Q2 hedge fund 13F filings?

As of today, IGIB has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (June 30, 2026), IGIB gained -3.6% vs +2.3% 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.

Ishares Tr (IGIB)

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

Smart Money Signals — IGIB

Based on 714 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

714 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 — +11% more funds vs a year ago

fund count last 6Q

+71 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

391 buying290 selling

Last quarter: 391 funds bought or added vs 290 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 — ~86 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 82 → 91 → 88 → 86. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new

438 out of 714 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.

💎

Buying through price weakness — shares +7%, value -18%

Value

-17%

+6%

Last quarter: funds added +7% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~86 new funds/quarter

79 → 82 → 91 → 88 → 86 new funds/Q

New funds entering each quarter: 82 → 91 → 88 → 86. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new

Entry-cohort mix of 714 holders: 461 (65%) are 2+ year veterans, 89 entered 1–2 years ago, and 164 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

35 of 712 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	707	709	-0.28%
13F Shares	268M	251M	6.59%
Total Value	$14.14B	$17.22B	-17.88%
New Positions	85	88	-3
Increased Positions	303	315	-12
Closed Positions	85	65	+20
Reduced Positions	209	193	+16
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

707

709

-0.28%

13F Shares

268M

251M

6.59%

Total Value

$14.14B

$17.22B

-17.88%

New Positions

-3

Increased Positions

303

315

-12

Closed Positions

+20

Reduced Positions

209

193

+16

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

707 + investors

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

QUARTER:

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

Top 25 IGIB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Thoma Capital Management LLC	19.22%	677,770	$36.0M
2	Birchbrook, INC.	12.01%	481,354	$25.6M
3	Dodds Wealth, LLC	11.05%	923,932	$49.1M
4	BCK Partners, Inc.	10.85%	423,132	$22.5M
5	CVS HEALTH Corp	10.39%	440,000	$23.4M
6	Flagstone Financial Management	10.03%	843,498	$44.8M
7	Petersen Hastings Wealth Advisors Inc.	9.37%	2,100,716	$111.7M
8	Mfa Wealth Advisors, LLC	9.23%	1,018,889	$54.2M
9	One Capital Management, LLC	8.65%	5,845,766	$311.1M
10	Semitam Bonam LLC	8.42%	215,503	$11.5M
11	Ameliora Wealth Management Ltd.	8.22%	520,969	$27.7M
12	Mendota Financial Group, LLC	7.59%	230,266	$12.2M
13	Freestate Advisors LLC	7.17%	180,403	$9.6M
14	RMG Wealth Management LLC	6.75%	1,253,129	$65.5M
15	Israel Discount Bank of New York	6.61%	67,106	$3.6M
16	Financial Engines Advisors L.L.C.	6.54%	69,309,525	$3.69B
17	Matson Money. Inc.	5.66%	3,824,777	$203.4M
18	Acropolis Investment Management, LLC	4.94%	2,093,271	$111.4M
19	Carl P. Sherr & Co., LLC	4.67%	209,596	$11.1M
20	Greenwood Gearhart LLC	4.51%	1,822,054	$96.9M
21	Schmidt P J Investment Management Inc	4.43%	535,661	$28.5M
22	Allstate Corp	4.38%	8,255,575	$438.9M
23	Prossimo Advisors, LLC	4.38%	14,272	$759K
24	Viaable, LLC	4.32%	98,145	$5.2M
25	Scarborough Advisors, LLC	4.23%	694,175	$36.8M

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 (IGIB)

What does the Smart Money Trend signal show for IGIB?

Buying streak — 5 quarters in a row: For 5 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?

Slight buying edge — 57% buying: Last quarter: 391 funds bought or added vs 290 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 IGIB holders?

Strong quality — 34% AUM from major funds: 35 of 712 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 IGIB?

61% of holders stayed for 2+ years: 438 out of 714 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.

Is it too late to buy Ishares Tr (IGIB) following the 2026 Q2 hedge fund 13F filings?

As of today, IGIB has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (June 30, 2026), IGIB has gained -3.6% vs +2.3% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IGIB)

Smart Money Signals — IGIB

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~86 new funds per quarter

61% of holders stayed for 2+ years

Buying through price weakness — shares +7%, value -18%

Steady discovery — ~86 new funds/quarter

Veteran-anchored — 65% veterans vs 23% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — IGIB

Hedge Fund Ownership: IGIB

Market Analysis: IGIB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGIB

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

Hedge Fund Positioning: IGIB

Statistics: IGIB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IGIB)

Welcome to 13Foresight!