Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGRO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — IGRO

Based on 227 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IGRO 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
227 hedge funds hold IGRO 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
+24 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 — 59% buying

119 buying84 selling
Last quarter: 119 funds bought or added vs 84 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 29 → 35 → 27. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 26% new
109 out of 227 hedge funds have held IGRO 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

34 → 22 → 29 → 35 → 27 new funds/Q
New funds entering each quarter: 22 → 29 → 35 → 27. A growing number of institutions are discovering IGRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 33% newcomers

■ 50% veterans ■ 17% 1-2yr ■ 33% new
Entry-cohort mix of 228 holders: 113 (50%) are 2+ year veterans, 39 entered 1–2 years ago, and 76 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
21 of 227 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — IGRO

In 2026 Q2, 119 hedge funds were net buyers of IGRO (27 opened a new position, 92 added to an existing one), while 84 reduced or exited (63 trimmed, 21 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in IGRO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 227.

Hedge Fund Ownership: IGRO

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

Market Analysis: IGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGRO

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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.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: IGRO
224 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 224 221 1.36%
13F Shares 9M 9M 1.1%
Total Value $779M $733M 6.33%
New Positions 25 35 -10
Increased Positions 92 94 -2
Closed Positions 22 17 +5
Reduced Positions 62 57 +5
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGRO

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Institutional Holders (2026 Q2)

224 + investors

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

QUARTER:
Top 25 IGRO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AJ Advisors, LLC 12.64% 462,543 $40.7M
2 River's Edge Wealth Management, LLC 6.19% 77,946 $7.0M
3 ADG Wealth Management Group, LLC 3.55% 63,668 $5.6M
4 Good Harbor Advisors, Inc. 3.38% 39,342 $3.5M
5 Lynx Investment Advisory 2.88% 99,813 $8.8M
6 TrueWealth Advisors, LLC 1.76% 88,626 $7.8M
7 John W. Brooker & Co., CPAs 1.51% 14,231 $1.3M
8 Zenith Solutions, INC. 1.24% 15,620 $1.4M
9 Concord Asset Management, LLC/VA 1.21% 88,570 $7.8M
10 LifeGoal Investments, LLC 1.16% 28,861 $2.5M
11 Goepper Burkhardt LLC 1.13% 42,746 $3.8M
12 Concord Wealth Partners 0.91% 90,312 $7.9M
13 Rothschild Wealth LLC 0.84% 119,607 $10.5M
14 WealthPLAN Partners, LLC 0.80% 47,586 $4.2M
15 Fifth Third Securities, INC. 0.79% 157,792 $13.9M
16 Westfuller Advisors, LLC 0.67% 20,921 $1.8M
17 Baltimore-Washington Financial Advisors, Inc. 0.64% 195,039 $17.1M
18 Family Capital Management, Inc. 0.61% 17,944 $1.6M
19 Snowwater Investment Partners, LLC 0.60% 9,939 $874K
20 Cornerstone Advisors Asset Management, LLC 0.47% 41,041 $3.6M
21 Kraft, Davis & Associates, LLC 0.44% 23,557 $2.1M
22 Vaquero Private Wealth, Ltd 0.42% 23,047 $2.0M
23 Confluence Wealth Services, Inc. 0.36% 141,962 $12.5M
24 WealthPlan Investment Management, LLC 0.34% 77,215 $6.8M
25 Intrua Financial, LLC 0.32% 40,154 $3.5M
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 (IGRO)

What does the Smart Money Trend signal show for IGRO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IGRO 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 IGRO?

Slight buying edge — 59% buying: Last quarter: 119 funds bought or added vs 84 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 IGRO holders?

Strong quality — 34% AUM from major funds: 21 of 227 holders rank in the top 100 by AUM, accounting for 34% 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 IGRO?

48% of holders stayed for 2+ years: 109 out of 227 hedge funds have held IGRO 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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