Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGOV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
6Q ▲
Buyers last Q
53%

Smart Money Signals — IGOV

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IGOV 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
145 hedge funds hold IGOV 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 — +12% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

72 buying63 selling
Last quarter: 72 funds bought or added vs 63 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 — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 25 → 24 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 19% new
73 out of 145 hedge funds have held IGOV 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 — ~23 new funds/quarter

43 → 22 → 25 → 24 → 23 new funds/Q
New funds entering each quarter: 22 → 25 → 24 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

■ 59% veterans ■ 10% 1-2yr ■ 31% new
Entry-cohort mix of 145 holders: 86 (59%) are 2+ year veterans, 14 entered 1–2 years ago, and 45 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
22 of 145 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IGOV

In 2026 Q2, 72 hedge funds were net buyers of IGOV (23 opened a new position, 49 added to an existing one), while 63 reduced or exited (41 trimmed, 22 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in IGOV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: IGOV

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

Market Analysis: IGOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGOV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IGOV
145 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 145 144 0.69%
13F Shares 20M 11M 88.64%
Total Value $830M $438M 89.61%
New Positions 23 24 -1
Increased Positions 49 62 -13
Closed Positions 22 20 +2
Reduced Positions 41 28 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGOV

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Institutional Holders (2026 Q2)

145 + investors

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

QUARTER:
Top 25 IGOV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 6.28% 82,740 $3.4M
2 Itau Unibanco Holding S.A. 5.97% 7,658,139 $314.2M
3 Aspect Partners, LLC 3.79% 247,288 $10.1M
4 DMC Group, LLC 2.58% 91,861 $3.8M
5 Topel & Distasi Wealth Management, LLC 1.67% 84,529 $3.5M
6 Checchi Capital Advisers, LLC 1.09% 587,275 $24.1M
7 Leuthold Group, LLC 1.02% 246,891 $10.1M
8 Upper Left Wealth Management, LLC 0.74% 32,734 $1.3M
9 Patriot Financial Group Insurance Agency, LLC 0.69% 164,412 $6.7M
10 VERITY Wealth Advisors 0.63% 25,245 $1.0M
11 Empirical Asset Management, LLC 0.60% 65,230 $2.7M
12 Inscription Capital, LLC 0.59% 162,506 $6.7M
13 Chapman Financial Group, LLC 0.51% 18,619 $764K
14 Haven Private, LLC 0.38% 24,127 $990K
15 BCU Wealth Advisors, LLC 0.37% 27,129 $1.1M
16 SageGuard Financial Group, LLC 0.37% 63,654 $2.6M
17 Old Peak Finance LLC 0.28% 14,103 $579K
18 Myecfo, LLC 0.26% 16,646 $683K
19 Rothschild Capital Partners, LLC 0.23% 25,894 $1.1M
20 Obsido Oy 0.22% 10,145 $416K
21 Headinvest, LLC 0.21% 28,000 $1.1M
22 Zenith Solutions, INC. 0.20% 5,357 $220K
23 Columbus Macro, LLC 0.18% 44,615 $1.8M
24 Cerity Partners OCIO LLC 0.16% 75,814 $3.1M
25 NorthCoast Asset Management LLC 0.12% 136,804 $5.6M
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 (IGOV)

What does the Smart Money Trend signal show for IGOV?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IGOV 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 IGOV?

Slight buying edge — 53% buying: Last quarter: 72 funds bought or added vs 63 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 IGOV holders?

Strong quality — 36% AUM from major funds: 22 of 145 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IGOV?

50% of holders stayed for 2+ years: 73 out of 145 hedge funds have held IGOV 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.

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