Ishares Tr (IGRO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (IGRO) following the 2026 Q1 hedge fund 13F filings?

As of today, IGRO has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IGRO gained +4.7% vs +13.9% 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.

Ishares Tr (IGRO)

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

Smart Money Signals — IGRO

Based on 221 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

221 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 — +20% more funds vs a year ago

fund count last 6Q

+37 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

129 buying73 selling

Last quarter: 129 funds were net buyers (35 opened a brand new position + 94 added to an existing one). Only 73 were sellers (57 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new IGRO position: 33 → 22 → 29 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 26% new

106 out of 221 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

25 → 33 → 22 → 29 → 35 new funds/Q

New funds entering each quarter: 33 → 22 → 29 → 35. A growing number of institutions are discovering IGRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 16% 1-2yr ■ 33% new

Entry-cohort mix of 221 holders: 114 (52%) are 2+ year veterans, 35 entered 1–2 years ago, and 72 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

20 of 220 holders rank in the top 100 by AUM, accounting for 33% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	218	202	7.92%
13F Shares	9M	9M	5.65%
Total Value	$732M	$720M	1.6%
New Positions	34	29	+5
Increased Positions	93	83	+10
Closed Positions	18	31	-13
Reduced Positions	57	68	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

218

202

7.92%

13F Shares

5.65%

Total Value

$732M

$720M

1.6%

New Positions

Increased Positions

+10

Closed Positions

-13

Reduced Positions

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

218 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IGRO holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Good Harbor Advisors, Inc.	3.43%	35,608	$2.9M
6	TrueWealth Advisors, LLC	1.86%	88,301	$7.4M
7	Concord Asset Management, LLC/VA	1.27%	89,722	$7.5M
8	John W. Brooker & Co., CPAs	1.18%	8,951	$750K
9	LifeGoal Investments, LLC	1.16%	23,888	$2.0M
10	WealthPLAN Partners, LLC	1.08%	66,977	$5.6M
11	Goepper Burkhardt LLC	1.03%	36,677	$3.1M
12	Concord Wealth Partners	0.99%	91,287	$7.6M
13	Rothschild Wealth LLC	0.94%	124,579	$10.4M
14	Fifth Third Securities, INC.	0.84%	155,715	$13.0M
15	Westfuller Advisors, LLC	0.75%	20,643	$1.7M
16	Family Capital Management, Inc.	0.66%	17,726	$1.5M
17	Baltimore-Washington Financial Advisors, Inc.	0.66%	182,319	$15.3M
18	Snowwater Investment Partners, LLC	0.59%	7,463	$625K
19	Cornerstone Advisors Asset Management, LLC	0.53%	41,041	$3.4M
20	Kraft, Davis & Associates, LLC	0.47%	25,387	$2.2M
21	Confluence Wealth Services, Inc.	0.47%	143,273	$12.0M
22	WealthPlan Investment Management, LLC	0.44%	93,611	$7.8M
23	Guardian Asset Advisors, LLC	0.34%	6,912	$579K
24	Intrua Financial, LLC	0.34%	38,874	$3.3M
25	Colonial Trust Co / SC	0.33%	28,601	$2.4M

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 64% buying: Last quarter: 129 funds were net buyers (35 opened a brand new position + 94 added to an existing one). Only 73 were sellers (57 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGRO holders?

Strong quality — 33% AUM from major funds: 20 of 220 holders rank in the top 100 by AUM, accounting for 33% 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: 106 out of 221 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.

Is it too late to buy Ishares Tr (IGRO) following the 2026 Q1 hedge fund 13F filings?

As of today, IGRO has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IGRO has gained +4.7% vs +13.9% 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.

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Ishares Tr (IGRO)

Smart Money Signals — IGRO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+6 vs last Q)

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 33% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — IGRO

Hedge Fund Ownership: IGRO

Market Analysis: IGRO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IGRO

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

Hedge Fund Positioning: IGRO

Statistics: IGRO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IGRO)

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