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

ISHARES TR (IGLB)

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

Smart Money Signals — IGLB

Based on 220 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IGLB 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

220 hedge funds hold IGLB 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding IGLB is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 63% buying

131 buying76 selling

Last quarter: 131 funds were net buyers (38 opened a brand new position + 93 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new IGLB position: 20 → 26 → 28 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 28% medium ■ 21% new

112 out of 220 hedge funds have held IGLB 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

48 → 20 → 26 → 28 → 38 new funds/Q

New funds entering each quarter: 20 → 26 → 28 → 38. A growing number of institutions are discovering IGLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 18% 1-2yr ■ 29% new

Of 221 current holders: 118 (53%) 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.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

18 of 220 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	221	203	8.87%
13F Shares	40M	35M	13.84%
Total Value	$4.36B	$4.15B	5.14%
New Positions	38	28	+10
Increased Positions	94	89	+5
Closed Positions	18	28	-10
Reduced Positions	60	69	-9
Total Calls	2	2	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

221

203

8.87%

13F Shares

40M

35M

13.84%

Total Value

$4.36B

$4.15B

5.14%

New Positions

+10

Increased Positions

Closed Positions

-10

Reduced Positions

-9

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q1)

221 + investors

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

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

Top 25 institutional holders of IGLB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shum Financial Group, Inc.	3.50%	99,669	$4.9M
2	Thoma Capital Management LLC	3.36%	114,368	$5.7M
3	Klaas Financial Asset Advisors, LLC	3.08%	449,909	$22.3M
4	Insight Wealth Strategies, LLC	2.75%	495,996	$24.6M
5	Arch Global Advisors, LLC	1.98%	76,439	$3.8M
6	Onyx Bridge Wealth Group LLC	1.05%	195,963	$9.7M
7	Investors Research Corp	0.99%	104,226	$5.2M
8	Israel Discount Bank of New York	0.75%	6,896	$342K
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.67%	924,345	$45.9M
10	City Center Advisors, LLC	0.46%	9,946	$494K
11	Winter & Associates, Inc.	0.44%	10,189	$506K
12	TITLEIST ASSET MANAGEMENT, LLC	0.30%	79,751	$4.0M
13	CoreCap Advisors, LLC	0.29%	172,477	$8.6M
14	Severin Investments, LLC	0.27%	6,447	$320K
15	RHS Financial, LLC	0.27%	11,385	$565K
16	INVESTED ADVISORS	0.26%	5,156	$256K
17	Meadowbrook Advisors Group, LLC	0.26%	8,709	$432K
18	Invera Wealth Advisors, LLC	0.26%	8,059	$400K
19	Sanchez Gaunt Capital Management, LLC	0.25%	7,937	$394K
20	LexAurum Advisors, LLC	0.16%	25,000	$1.2M
21	Econ Financial Services Corp	0.16%	6,735	$334K
22	MILESTONE ASSET MANAGEMENT, LLC	0.15%	16,876	$838K
23	Farrell Financial LLC	0.14%	4,764	$236K
24	Garner Asset Management Corp	0.14%	7,000	$347K
25	Horizons Wealth Management	0.12%	3,706	$184K

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 (IGLB)

What does the Smart Money Trend signal show for IGLB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IGLB 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 IGLB?

More buyers than sellers — 63% buying: Last quarter: 131 funds were net buyers (38 opened a brand new position + 93 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGLB holders?

Smaller funds dominant — 16% AUM from top-100: 18 of 220 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IGLB?

51% of holders stayed for 2+ years: 112 out of 220 hedge funds have held IGLB 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 (IGLB)

Smart Money Signals — IGLB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 63% buying

More new buyers each quarter (+10 vs last Q)

51% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 53% of holders stayed 2+ years

Smaller funds dominant — 16% AUM from top-100

Hedge Fund Ownership: IGLB

Market Analysis: IGLB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGLB

Hedge Fund Positioning: IGLB

Statistics: IGLB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IGLB)

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