Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGRO)

195 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IGRO

Based on 195 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IGRO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
195 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 — +13% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

108 buying95 selling
Last quarter: 108 funds bought or added vs 95 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new IGRO position: 23 → 33 → 21 → 27. 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
102 out of 195 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.
➡️

Steady discovery — ~27 new funds/quarter

22 → 23 → 33 → 21 → 27 new funds/Q
New funds entering each quarter: 23 → 33 → 21 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 17% 1-2yr ■ 29% new
Of 195 current holders: 104 (53%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
16 of 195 holders rank in the top 100 by AUM, accounting for 29% 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: IGRO
2026 Q1 Stats Unlock in 17 days 195 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 195 197 -1.02%
13F Shares 9M 10M -16.16%
Total Value $710M $815M -12.89%
New Positions 27 21 +6
Increased Positions 81 91 -10
Closed Positions 29 18 +11
Reduced Positions 66 59 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGRO

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Financial Highlights

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Institutional Holders (2026 Q1)

195 + investors

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

Top 25 institutional holders of IGRO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AJ Advisors, LLC 13.78% 443,506 $37.2M
2 RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.10% 74,542 $6.5M
3 Lynx Investment Advisory 3.89% 97,213 $8.1M
4 ADG Wealth Management Group, LLC 3.64% 62,883 $5.3M
5 TrueWealth Advisors, LLC 1.86% 88,301 $7.4M
6 Concord Asset Management, LLC/VA 1.27% 89,722 $7.5M
7 John W. Brooker & Co., CPAs 1.18% 8,951 $750K
8 LifeGoal Investments, LLC 1.16% 23,888 $2.0M
9 WealthPLAN Partners, LLC 1.08% 66,977 $5.6M
10 Concord Wealth Partners 0.99% 91,287 $7.6M
11 FIFTH THIRD SECURITIES, INC. 0.84% 155,715 $13.0M
12 Westfuller Advisors, LLC 0.75% 20,643 $1.7M
13 Family Capital Management, Inc. 0.66% 17,726 $1.5M
14 Kraft, Davis & Associates, LLC 0.47% 25,387 $2.2M
15 WealthPlan Investment Management, LLC 0.44% 93,611 $7.8M
16 Intrua Financial, LLC 0.34% 38,874 $3.3M
17 SWEENEY & MICHEL, LLC 0.33% 12,659 $1.1M
18 Pine Harbor Wealth Management, LLC 0.32% 12,589 $1.1M
19 Opulen Financial Group LLC 0.30% 5,133 $430K
20 Fiduciary Planning LLC 0.27% 10,601 $888K
21 Aspect Partners, LLC 0.26% 7,688 $644K
22 Detalus Advisors, LLC 0.23% 12,146 $1.0M
23 Bond & Devick Financial Network, Inc. 0.21% 9,162 $768K
24 GHP Investment Advisors, Inc. 0.19% 56,219 $4.7M
25 Beacon Financial Advisory LLC 0.19% 9,984 $836K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IGRO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IGRO?

Slight buying edge — 53% buying: Last quarter: 108 funds bought or added vs 95 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 — 29% AUM from major funds: 16 of 195 holders rank in the top 100 by AUM, accounting for 29% 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?

52% of holders stayed for 2+ years: 102 out of 195 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.