Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGLB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — IGLB

Based on 225 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
225 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

106 buying127 selling
Last quarter: 127 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 30 → 41 → 35. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 19% new
120 out of 225 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.
💎

Buying through price weakness — shares +148%, value -5%

Value
-5%
Shares
+147%
Last quarter: funds added +148% more shares while total portfolio value only changed -5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

22 → 27 → 30 → 41 → 35 new funds/Q
New funds entering each quarter: 27 → 30 → 41 → 35. A growing number of institutions are discovering IGLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 228 holders: 136 (60%) are 2+ year veterans, 36 entered 1–2 years ago, and 56 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
22 of 222 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IGLB

In 2026 Q1, 106 hedge funds were net buyers of IGLB (35 opened a new position, 71 added to an existing one), while 127 reduced or exited (88 trimmed, 39 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 225.

Hedge Fund Ownership: IGLB

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

Market Analysis: IGLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGLB

-- --

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

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

Signal Freshness measures how much IGLB 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 · 82d ago
IGLB
nan%
SPY
+15.1%

IGLB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IGLB
nan%
SPY
+1.3%

Since the filing became public, IGLB outperformed SPY by nan% .

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.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: IGLB
225 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 225 229 -1.75%
13F Shares 100M 40M 147.66%
Total Value $4.13B $4.37B -5.42%
New Positions 35 41 -6
Increased Positions 71 94 -23
Closed Positions 39 21 +18
Reduced Positions 87 58 +29
Total Calls 2 2 -
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IGLB

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Valuation Measures Data as of: --

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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 --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

225 + 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:
Top 25 IGLB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NYL Investors LLC 7.50% 399,942 $19.8M
2 Mittelman Wealth Management 5.59% 180,799 $9.0M
3 Eley Financial Management, Inc 3.91% 194,399 $9.8M
4 Shum Financial Group, Inc. 3.50% 99,669 $4.9M
5 Croban 3.37% 144,235 $7.2M
6 Thoma Capital Management LLC 3.36% 114,368 $5.7M
7 Klaas Financial Asset Advisors, LLC 3.08% 449,909 $22.3M
8 Insight Wealth Strategies, LLC 2.75% 495,996 $24.6M
9 CVS HEALTH Corp 2.34% 100,000 $5.0M
10 Arch Global Advisors, LLC 1.98% 76,439 $3.8M
11 Pinnacle Family Advisors, LLC 1.66% 71,322 $3.5M
12 Destiny Wealth Partners, LLC 1.37% 252,840 $12.5M
13 Valtrion Capital Management, LLC 1.36% 29,134 $1.4M
14 Onyx Bridge Wealth Group LLC 1.05% 195,963 $9.7M
15 Investors Research Corp 0.99% 104,226 $5.2M
16 Tranquilli Financial Advisor LLC 0.94% 32,413 $1.6M
17 Prudential plc 0.93% 3,189,086 $158.3M
18 Allianz Se 0.89% 1,622,000 $80.5M
19 Motley Fool Wealth Management, LLC 0.86% 153,266 $7.6M
20 Maia Wealth LLC 0.84% 100,217 $5.0M
21 RMR Capital Management, LLC 0.77% 21,462 $1.1M
22 Israel Discount Bank of New York 0.75% 6,896 $342K
23 Cliftonlarsonallen Wealth Advisors, LLC 0.67% 924,345 $45.9M
24 RiverFront Investment Group, LLC 0.66% 856,466 $42.5M
25 LaSalle St. Investment Advisors, LLC 0.65% 93,264 $4.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 45% buying: Last quarter: 127 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IGLB holders?

Smaller funds dominant — 15% AUM from top-100: 22 of 222 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IGLB?

53% of holders stayed for 2+ years: 120 out of 225 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 Q1 hedge fund 13F filings?

As of today, IGLB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IGLB has gained nan% vs +15.1% 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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