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

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

As of today, IGLB has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.6%. Since the quarter end (June 30, 2026), IGLB gained -7.7% vs +5.8% 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 (IGLB)

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

Smart Money Signals — IGLB

Based on 216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their IGLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

216 funds currently hold this stock — 94% of the 3.0-year high of 230 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

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 (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 52% buying

116 buying108 selling

Last quarter: 116 funds bought or added vs 108 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 — ~30 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 30 → 41 → 35 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new

123 out of 216 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.

➡️

Steady discovery — ~30 new funds/quarter

28 → 30 → 41 → 35 → 30 new funds/Q

New funds entering each quarter: 30 → 41 → 35 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new

Entry-cohort mix of 218 holders: 136 (62%) are 2+ year veterans, 30 entered 1–2 years ago, and 52 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

23 of 215 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IGLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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	214	225	-4.89%
13F Shares	39M	100M	-60.73%
Total Value	$1.96B	$4.13B	-52.54%
New Positions	30	35	-5
Increased Positions	86	71	+15
Closed Positions	40	40	-
Reduced Positions	67	87	-20
Total Calls	2	2	-
Total Puts	0	2	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

214

225

-4.89%

13F Shares

39M

100M

-60.73%

Total Value

$1.96B

$4.13B

-52.54%

New Positions

-5

Increased Positions

+15

Closed Positions

Reduced Positions

-20

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

214 + investors

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

QUARTER:

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

Top 25 IGLB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	NYL Investors LLC	7.75%	404,202	$20.2M
2	Thoma Capital Management LLC	4.24%	158,874	$8.0M
3	Eley Financial Management, Inc	3.94%	243,296	$12.2M
4	CVS HEALTH Corp	3.89%	175,000	$8.8M
5	Croban	3.26%	147,796	$7.4M
6	Klaas Financial Asset Advisors, LLC	2.97%	475,930	$23.8M
7	Shum Financial Group, Inc.	2.95%	97,816	$4.9M
8	Arch Global Advisors, LLC	2.14%	96,690	$4.8M
9	Pinnacle Family Advisors, LLC	1.44%	68,724	$3.4M
10	Gallagher Fiduciary Advisors, LLC	1.37%	833,026	$41.7M
11	Valtrion Capital Management, LLC	1.18%	31,805	$1.6M
12	Investors Research Corp	1.00%	111,718	$5.6M
13	Tranquilli Financial Advisor LLC	0.97%	35,863	$1.8M
14	Prudential plc	0.88%	3,243,485	$162.3M
15	Allianz Se	0.86%	1,622,000	$81.2M
16	Allstate Corp	0.76%	1,521,639	$76.1M
17	RMR Capital Management, LLC	0.74%	21,477	$1.1M
18	Fund Evaluation Group, LLC	0.69%	508,806	$25.5M
19	Maia Wealth LLC	0.67%	90,449	$4.5M
20	Israel Discount Bank of New York	0.64%	6,896	$345K
21	Cliftonlarsonallen Wealth Advisors, LLC	0.63%	959,773	$48.0M
22	RiverFront Investment Group, LLC	0.61%	917,534	$45.9M
23	LaSalle St. Investment Advisors, LLC	0.58%	94,445	$4.7M
24	City Center Advisors, LLC	0.45%	11,079	$554K
25	Huntington National Bank	0.41%	1,674,364	$83.8M

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 (IGLB)

What does the Smart Money Trend signal show for IGLB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IGLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IGLB?

Slight buying edge — 52% buying: Last quarter: 116 funds bought or added vs 108 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 IGLB holders?

Elite ownership — 43% AUM from top-100 funds: 23 of 215 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IGLB. 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 IGLB?

57% of holders stayed for 2+ years: 123 out of 216 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.

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

As of today, IGLB has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.6%. Since the quarter end (June 30, 2026), IGLB has gained -7.7% vs +5.8% 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.

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Ishares Tr (IGLB)

Smart Money Signals — IGLB

Selling streak — 2 quarters in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 52% buying

Steady new buyers — ~30 new funds per quarter

57% of holders stayed for 2+ years

Steady discovery — ~30 new funds/quarter

Veteran-anchored — 62% veterans vs 24% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — IGLB

Hedge Fund Ownership: IGLB

Market Analysis: IGLB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGLB

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

Hedge Fund Positioning: IGLB

Statistics: IGLB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IGLB)

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