Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — IGIB

Based on 709 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
709 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 — +15% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

403 buying257 selling
Last quarter: 403 funds were net buyers (88 opened a brand new position + 315 added to an existing one). Only 257 were sellers (193 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~88 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 78 → 82 → 90 → 88. 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 ■ 20% new
430 out of 709 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

56 → 78 → 82 → 90 → 88 new funds/Q
New funds entering each quarter: 78 → 82 → 90 → 88. A growing number of institutions are discovering IGIB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 709 holders: 463 (65%) are 2+ year veterans, 89 entered 1–2 years ago, and 157 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
33 of 707 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IGIB

In 2026 Q1, 403 hedge funds were net buyers of IGIB (88 opened a new position, 315 added to an existing one), while 257 reduced or exited (193 trimmed, 64 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in IGIB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 709.

Hedge Fund Ownership: IGIB

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

Market Analysis: IGIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGIB

-- --

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

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

Signal Freshness measures how much IGIB 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
IGIB
-0.4%
SPY
+14.1%

IGIB outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IGIB
+0.9%
SPY
+0.3%

Since the filing became public, IGIB outperformed SPY by +0.6% .

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.

19 top-rated funds 23 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IGIB
699 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 699 685 2.04%
13F Shares 251M 247M 1.66%
Total Value $17.21B $17.25B -0.28%
New Positions 84 90 -6
Increased Positions 311 302 +9
Closed Positions 70 60 +10
Reduced Positions 192 182 +10
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGIB

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Institutional Holders (2026 Q1)

699 + 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:
Top 25 IGIB holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Dodds Wealth, LLC 11.62% 889,218 $47.3M
4 BCK Partners, Inc. 11.38% 395,914 $21.1M
5 Flagstone Financial Management 10.70% 809,747 $43.1M
6 Petersen Hastings Wealth Advisors Inc. 9.60% 1,968,481 $104.8M
7 Mfa Wealth Advisors, LLC 9.29% 887,369 $47.2M
8 Semitam Bonam LLC 8.90% 204,709 $10.9M
9 One Capital Management, LLC 8.53% 5,845,766 $311.1M
10 Mendota Financial Group, LLC 8.23% 208,680 $11.1M
11 Freestate Advisors LLC 7.64% 179,487 $9.6M
12 Ameliora Wealth Management Ltd. 7.63% 449,962 $23.9M
13 Mittelman Wealth Management 7.10% 213,856 $11.4M
14 Israel Discount Bank of New York 7.07% 60,551 $3.2M
15 Financial Engines Advisors L.L.C. 6.88% 63,675,202 $3.39B
16 RMG Wealth Management LLC 6.63% 1,079,921 $57.5M
17 Charter Oak Capital Management, LLC 6.60% 1,599,851 $85.1M
18 Matson Money. Inc. 5.97% 3,662,800 $194.7M
19 Carl P. Sherr & Co., LLC 5.03% 201,243 $10.7M
20 Greenwood Gearhart LLC 4.94% 1,717,626 $91.4M
21 Acropolis Investment Management, LLC 4.94% 2,098,568 $111.7M
22 Schmidt P J Investment Management Inc 4.65% 519,337 $27.6M
23 Summit Wealth Group, LLC 4.56% 373,031 $19.9M
24 Prossimo Advisors, LLC 4.48% 13,845 $737K
25 Invera Wealth Advisors, LLC 4.48% 131,045 $7.0M
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 — 4 quarters in a row: For 4 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 — 61% buying: Last quarter: 403 funds were net buyers (88 opened a brand new position + 315 added to an existing one). Only 257 were sellers (193 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGIB holders?

Strong quality — 26% AUM from major funds: 33 of 707 holders rank in the top 100 by AUM, accounting for 26% 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: 430 out of 709 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 Q1 hedge fund 13F filings?

As of today, IGIB has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IGIB 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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