Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGSB)

1K + 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
↓ -5
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — IGSB

Based on 1010 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IGSB 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 (100% of max)

100% of all-time peak
1,010 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 — +8% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

519 buying428 selling
Last quarter: 519 funds bought or added vs 428 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 144 → 105 → 96. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
649 out of 1,010 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.
➡️

Steady discovery — ~96 new funds/quarter

83 → 90 → 144 → 105 → 96 new funds/Q
New funds entering each quarter: 90 → 144 → 105 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 1,010 holders: 680 (67%) are 2+ year veterans, 120 entered 1–2 years ago, and 210 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
37 of 1007 holders rank in the top 100 by AUM, accounting for 38% 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.

Institutional Sentiment Summary — IGSB

In 2026 Q2, 519 hedge funds were net buyers of IGSB (96 opened a new position, 423 added to an existing one), while 428 reduced or exited (327 trimmed, 101 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 38% of total institutional value in IGSB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 1010.

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

-- --

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

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

Signal Freshness measures how much IGSB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
IGSB
-1.6%
SPY
+3.3%

IGSB outperformed SPY by -4.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
IGSB
-0.8%
SPY
-0.7%

Since the filing became public, IGSB outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 35 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: IGSB
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1002 1015 -1.28%
13F Shares 307M 296M 3.69%
Total Value $15.93B $15.38B 3.55%
New Positions 95 105 -10
Increased Positions 421 463 -42
Closed Positions 105 90 +15
Reduced Positions 326 291 +35
Total Calls 0 0 -
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) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 IGSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schaeffer Financial LLC 27.33% 674,253 $35.3M
2 Maryland Capital Advisors INC. 23.06% 1,373,167 $72.0M
3 Matson Money. Inc. 22.65% 15,505,032 $813.1M
4 Members Capital Advisors Inc 22.51% 500,000 $26.2M
5 CVS HEALTH Corp 20.72% 890,000 $46.6M
6 JBGlobal.com LLC 17.58% 383,615 $20.1M
7 Elevate Capital Advisors, LLC 11.09% 384,797 $20.2M
8 Parkside Investments, LLC 10.90% 1,876,303 $98.3M
9 Wilshire Advisors LLC 10.87% 21,439 $1.1M
10 Kroeger Financial Partners 9.79% 193,295 $10.1M
11 Vertex Investment Solutions Co., Ltd. 8.51% 240,700 $12.6M
12 Artesa Financial Group, LLC 8.03% 179,447 $9.4M
13 Buffalo Business & Estate Services Ltd 7.87% 1,190,935 $62.4M
14 Wellington Grp LLC 7.61% 470,262 $24.7M
15 Kelsey Financial, LLC 7.16% 180,138 $9.4M
16 Ameliora Wealth Management Ltd. 6.80% 437,075 $22.9M
17 Northstar Advisory Group, LLC 6.68% 411,298 $21.6M
18 Courage Miller Partners, LLC 6.44% 465,818 $24.4M
19 Barings LLC 6.36% 6,840,027 $358.5M
20 Galilei Investment Office LLP 6.10% 253,721 $13.3M
21 MTC Wealth Management LLC 5.98% 254,281 $13.3M
22 Semitam Bonam LLC 5.92% 153,771 $8.1M
23 Amtrust Financial Services, Inc. 5.73% 367,800 $19.3M
24 Clear Retirement Advice LLC 5.45% 151,850 $8.0M
25 Wealth Forward, LLC 5.45% 208,621 $10.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IGSB 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 IGSB?

Slight buying edge — 55% buying: Last quarter: 519 funds bought or added vs 428 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 IGSB holders?

Strong quality — 38% AUM from major funds: 37 of 1007 holders rank in the top 100 by AUM, accounting for 38% 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?

64% of holders stayed for 2+ years: 649 out of 1,010 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.

Is it too late to buy Ishares Tr (IGSB) following the 2026 Q2 hedge fund 13F filings?

As of today, IGSB has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), IGSB has gained -1.6% vs +3.3% 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.

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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