Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IGSB

Based on 924 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IGSB 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
924 hedge funds hold IGSB 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 — +6% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

515 buying345 selling
Last quarter: 515 funds were net buyers (129 opened a brand new position + 386 added to an existing one). Only 345 were sellers (269 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new IGSB position: 80 → 69 → 85 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
620 out of 924 hedge funds have held IGSB 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

100 → 80 → 69 → 85 → 129 new funds/Q
New funds entering each quarter: 80 → 69 → 85 → 129. A growing number of institutions are discovering IGSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Of 925 current holders: 629 (68%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
25 of 924 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: IGSB

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

Market Analysis: IGSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGSB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 27 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: IGSB
2026 Q1 Stats Unlock in 22 days 925 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 925 871 6.2%
13F Shares 291M 280M 3.82%
Total Value $15.34B $14.85B 3.34%
New Positions 129 85 +44
Increased Positions 386 367 +19
Closed Positions 76 75 +1
Reduced Positions 269 271 -2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGSB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

925 + investors

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

Top 25 institutional holders of IGSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schaeffer Financial LLC 28.73% 649,372 $34.1M
2 Matson Money. Inc. 24.00% 14,888,815 $782.6M
3 JBGlobal.com LLC 19.84% 383,342 $20.1M
4 Elevate Capital Advisors, LLC 11.76% 346,029 $18.2M
5 Parkside Investments, LLC 11.26% 1,763,333 $92.7M
6 Artesa Financial Group, LLC 8.75% 174,619 $9.2M
7 Northstar Advisory Group, LLC 7.41% 378,594 $19.9M
8 Ameliora Wealth Management Ltd. 7.37% 439,688 $23.1M
9 Courage Miller Partners, LLC 6.64% 447,305 $23.5M
10 SEMITAM BONAM LLC 6.38% 148,628 $7.8M
11 Mendota Financial Group, LLC 5.46% 140,197 $7.4M
12 Astoria Strategic Wealth, Inc. 5.08% 380,829 $20.0M
13 Wealthstar Advisors, LLC 4.70% 190,779 $10.0M
14 Pure Financial Advisors, LLC 4.60% 6,092,475 $320.2M
15 Ballentine Capital Advisors, Inc 4.45% 204,578 $10.8M
16 ARKANSAS FINANCIAL GROUP, INC. 4.32% 589,543 $31.0M
17 Stockman Wealth Management, Inc. 4.27% 735,698 $38.7M
18 Israel Discount Bank of New York 3.95% 34,253 $1.8M
19 JACOBSON & SCHMITT ADVISORS, LLC 3.95% 414,288 $21.8M
20 Klaas Financial Asset Advisors, LLC 3.91% 538,501 $28.3M
21 Prosperity Planning, Inc. 3.90% 292,992 $15.4M
22 TICINO WEALTH 3.69% 187,452 $10.6M
23 Bangor Savings Bank 3.66% 871,116 $45.8M
24 Marmo Financial Group, LLC 3.62% 138,988 $7.3M
25 Powers Advisory Group, LLC 3.51% 189,288 $9.9M
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 (IGSB)

What does the Smart Money Trend signal show for IGSB?

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

More buyers than sellers — 60% buying: Last quarter: 515 funds were net buyers (129 opened a brand new position + 386 added to an existing one). Only 345 were sellers (269 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGSB holders?

Strong quality — 36% AUM from major funds: 25 of 924 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 IGSB?

67% of holders stayed for 2+ years: 620 out of 924 hedge funds have held IGSB 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.