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

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

As of today, IGM has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), IGM gained -0.8% vs +25.2% 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 (IGM)

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

Smart Money Signals — IGM

Based on 563 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IGM 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

563 hedge funds hold IGM 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.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+111 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 50% buying

219 buying220 selling

Last quarter: 219 funds bought or added vs 220 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.

📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter

Funds opening a new IGM position: 81 → 53 → 61 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new

292 out of 563 hedge funds have held IGM 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.

💰

Price up while funds trimmed (+31% value, -2% shares)

Value

+31%

-2%

Last quarter: total value of institutional IGM holdings rose +31% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

64 → 81 → 53 → 61 → 87 new funds/Q

New funds entering each quarter: 81 → 53 → 61 → 87. A growing number of institutions are discovering IGM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 56% veterans vs 29% newcomers

■ 56% veterans ■ 15% 1-2yr ■ 29% new

Entry-cohort mix of 568 holders: 318 (56%) are 2+ year veterans, 86 entered 1–2 years ago, and 164 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

36 of 561 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IGM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	561	507	10.65%
13F Shares	33M	33M	-2.06%
Total Value	$5.14B	$3.92B	31.08%
New Positions	87	61	+26
Increased Positions	130	138	-8
Closed Positions	31	58	-27
Reduced Positions	189	162	+27
Total Calls	3	3	-
Total Puts	4	0	100%
PUT/CALL Ratio	1.33	0.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

561

507

10.65%

13F Shares

33M

-2.06%

Total Value

$5.14B

$3.92B

31.08%

New Positions

+26

Increased Positions

130

138

-8

Closed Positions

-27

Reduced Positions

189

162

+27

Total Calls

Total Puts

100%

PUT/CALL Ratio

1.33

0.0

Bearish

Institutional Holders (2026 Q2)

561 + investors

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

QUARTER:

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

Top 25 IGM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gray Foundation	20.16%	559,116	$91.5M
2	Seven Bridges Advisors LLC	9.59%	121,642	$19.9M
3	Dynamic Wealth Strategies, LLC	8.84%	101,456	$16.6M
4	Fairscale Capital, LLC	8.42%	86,158	$14.1M
5	Legacy Financial Strategies, LLC	6.48%	255,742	$41.8M
6	Signature Estate & Investment Advisors LLC	6.19%	2,102,124	$343.9M
7	Shira Ridge Wealth Management	6.05%	106,089	$17.4M
8	Portfolio Strategies, Inc.	5.48%	341,472	$55.9M
9	Aft, Forsyth & Company, INC.	4.05%	51,531	$8.4M
10	Integrity Investment Advisors, LLC	4.05%	56,836	$9.3M
11	Journey Beyond Wealth, LLC	3.48%	27,273	$4.5M
12	Decker Wealth Management LLC	3.48%	100,285	$16.4M
13	Campion Asset Management	3.42%	34,297	$5.6M
14	Interactive Financial Advisors, INC.	2.98%	30,172	$4.9M
15	Prostatis Group LLC	2.69%	70,638	$11.6M
16	White Lighthouse Investment Management Inc.	2.63%	128,824	$21.1M
17	WestEnd Advisors, LLC	2.61%	714,852	$116.9M
18	Wallace Hart LLC	2.60%	25,447	$4.2M
19	Destination Wealth Management	2.30%	603,056	$98.6M
20	VMS Asset Management Limited	2.17%	41,725	$6.8M
21	WealthBridge Capital Management, LLC	2.15%	66,166	$10.8M
22	Financial Freedom, LLC	2.09%	27,847	$4.6M
23	Acima Private Wealth, LLC	2.08%	43,740	$7.2M
24	Keystone Global Partners, LLC	1.73%	28,003	$4.6M
25	Spruce Point Capital Management, LLC	1.70%	6,000	$981K

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 (IGM)

What does the Smart Money Trend signal show for IGM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IGM 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 IGM?

Slight buying edge — 50% buying: Last quarter: 219 funds bought or added vs 220 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 IGM holders?

Elite ownership — 47% AUM from top-100 funds: 36 of 561 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IGM. 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 IGM?

52% of holders stayed for 2+ years: 292 out of 563 hedge funds have held IGM 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 (IGM) following the 2026 Q2 hedge fund 13F filings?

As of today, IGM has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), IGM has gained -0.8% vs +25.2% 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 (IGM)

Smart Money Signals — IGM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+26 vs last Q)

52% of holders stayed for 2+ years

Price up while funds trimmed (+31% value, -2% shares)

Growing discovery — still being found

Veteran-anchored — 56% veterans vs 29% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — IGM

Hedge Fund Ownership: IGM

Market Analysis: IGM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGM

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

Hedge Fund Positioning: IGM

Statistics: IGM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IGM)

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