Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
10Q ▲
Buyers last Q
47%

Smart Money Signals — IGM

Based on 506 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
506 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 — +21% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+21% 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.
🟠

More sellers than buyers — 47% buying

199 buying221 selling
Last quarter: 221 funds reduced or exited vs 199 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IGM position: 63 → 81 → 52 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
268 out of 506 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.
📊

Peak discovery — momentum slowing

45 → 63 → 81 → 52 → 61 new funds/Q
New funds entering each quarter: 63 → 81 → 52 → 61. IGM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Of 509 current holders: 282 (55%) 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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
33 of 506 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IGM

In 2026 Q1, 199 hedge funds were net buyers of IGM (61 opened a new position, 138 added to an existing one), while 221 reduced or exited (164 trimmed, 57 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in IGM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 506.

Hedge Fund Ownership: IGM

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

Market Analysis: IGM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGM

-- --

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

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

Signal Freshness measures how much IGM 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
IGM
+34.5%
SPY
+14.1%

IGM outperformed SPY by +20.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IGM
+3.3%
SPY
+0.3%

Since the filing became public, IGM outperformed SPY by +3.0% .

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.

22 top-rated funds 11 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: IGM
498 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 498 502 -0.8%
13F Shares 33M 38M -12.89%
Total Value $3.92B $4.91B -20.14%
New Positions 58 52 +6
Increased Positions 136 119 +17
Closed Positions 62 41 +21
Reduced Positions 160 195 -35
Total Calls 3 3 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: IGM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

498 + 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:
Top 25 IGM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gray Foundation 16.70% 559,116 $66.3M
2 Fairscale Capital, LLC 7.09% 86,499 $10.3M
3 Dynamic Wealth Strategies, LLC 6.97% 101,716 $12.1M
4 Legacy Financial Strategies, LLC 5.48% 256,060 $30.3M
5 Shira Ridge Wealth Management 5.24% 111,809 $13.3M
6 VMS Asset Management Limited 5.14% 71,020 $8.4M
7 Portfolio Strategies, Inc. 5.04% 345,165 $40.9M
8 Signature Estate & Investment Advisors LLC 4.46% 1,858,032 $220.2M
9 Wallace Hart LLC 3.95% 24,187 $2.9M
10 Integrity Investment Advisors, LLC 3.85% 59,956 $7.1M
11 Journey Beyond Wealth, LLC 3.04% 29,826 $3.5M
12 Aft, Forsyth & Company, INC. 2.93% 52,508 $6.2M
13 Decker Wealth Management LLC 2.79% 103,870 $12.3M
14 Campion Asset Management 2.72% 33,862 $4.0M
15 Prostatis Group LLC 2.59% 85,272 $10.1M
16 WestEnd Advisors, LLC 2.39% 836,049 $99.1M
17 Interactive Financial Advisors, INC. 2.30% 29,609 $3.5M
18 White Lighthouse Investment Management Inc. 2.03% 123,424 $14.6M
19 Destination Wealth Management 1.91% 620,654 $73.6M
20 WealthBridge Capital Management, LLC 1.85% 67,815 $8.0M
21 Equitable Holdings, Inc. 1.78% 1,077,783 $276.6M
22 Financial Freedom, LLC 1.63% 27,669 $3.3M
23 Acima Private Wealth, LLC 1.63% 43,740 $5.2M
24 BXM Wealth LLC 1.61% 17,622 $2.1M
25 Keystone Global Partners, LLC 1.47% 28,003 $3.3M
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 — 10 quarters in a row: For 10 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?

More sellers than buyers — 47% buying: Last quarter: 221 funds reduced or exited vs 199 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 IGM holders?

Elite ownership — 42% AUM from top-100 funds: 33 of 506 holders are among the 100 largest funds by AUM, controlling 42% 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?

53% of holders stayed for 2+ years: 268 out of 506 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 Q1 hedge fund 13F filings?

As of today, IGM has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), IGM has gained +34.5% 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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