Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
9Q ▲
Buyers last Q
42%

Smart Money Signals — IGM

Based on 470 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
470 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
+83 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 — 42% buying

162 buying223 selling
Last quarter: 223 funds reduced or exited vs 162 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 (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 61 → 74 → 47. 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.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 24% medium 23% new
252 out of 470 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.
📈

Growing discovery — still being found

47 → 44 → 61 → 74 → 47 new funds/Q
New funds entering each quarter: 44 → 61 → 74 → 47. A growing number of institutions are discovering IGM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 15% 1-2yr 29% new
Of 474 current holders: 264 (56%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
24 of 470 holders are among the 100 largest funds by AUM, controlling 46% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 9 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: IGM
2026 Q1 Stats Unlock in 22 days 474 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 474 467 1.5%
13F Shares 38M 45M -16.26%
Total Value $4.86B $5.66B -14.13%
New Positions 47 74 -27
Increased Positions 120 160 -40
Closed Positions 40 39 +1
Reduced Positions 188 107 +81
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: IGM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

474 + investors

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

Top 25 institutional holders of IGM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gray Foundation 16.70% 559,116 $66.3M
2 Shira Ridge Wealth Management 5.24% 111,809 $13.3M
3 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4.46% 1,858,032 $220.2M
4 Journey Beyond Wealth, LLC 3.04% 29,826 $3.5M
5 WestEnd Advisors, LLC 2.39% 836,049 $99.1M
6 INTERACTIVE FINANCIAL ADVISORS, INC. 2.30% 29,609 $3.5M
7 WealthBridge Capital Management, LLC 1.85% 67,815 $8.0M
8 ACIMA PRIVATE WEALTH, LLC 1.63% 43,740 $5.2M
9 BXM Wealth LLC 1.61% 17,622 $2.1M
10 Keystone Global Partners, LLC 1.47% 28,003 $3.3M
11 Cadent Capital Advisors, LLC 1.34% 43,592 $5.2M
12 Comprehensive Financial Planning, Inc./PA 1.24% 15,111 $1.8M
13 SHELTON WEALTH MANAGEMENT, LLC 0.96% 18,593 $2.2M
14 Graves Light Lenhart Wealth, Inc. 0.69% 55,973 $6.6M
15 Asempa Wealth Advisors 0.68% 6,443 $775K
16 Kearns & Associates LLC 0.52% 8,226 $975K
17 GM Advisory Group, LLC 0.45% 99,698 $11.8M
18 Forefront Wealth Partners, LLC 0.43% 8,666 $1.0M
19 Financial Planning Hawaii, Inc. 0.42% 6,012 $712K
20 Ridgeline Wealth, LLC 0.42% 4,936 $585K
21 Clarity Wealth Advisors, LLC 0.41% 16,700 $2.0M
22 McGrath & Associates, Inc. 0.39% 2,260 $268K
23 SHEETS SMITH WEALTH MANAGEMENT 0.38% 28,312 $3.4M
24 KENNEDY INVESTMENT GROUP, INC. 0.35% 7,625 $904K
25 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.35% 5,845 $693K
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 — 9 quarters in a row: For 9 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 — 42% buying: Last quarter: 223 funds reduced or exited vs 162 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 — 46% AUM from top-100 funds: 24 of 470 holders are among the 100 largest funds by AUM, controlling 46% 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?

54% of holders stayed for 2+ years: 252 out of 470 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.

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.