Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGV)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
2Q ▼
Buyers last Q
44%

Smart Money Signals — IGV

Based on 599 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IGV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
599 funds currently hold this stock — 93% of the 3.0-year high of 644 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IGV is almost the same as a year ago (+19 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

262 buying334 selling
Last quarter: 334 funds reduced or exited vs 262 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new IGV position: 84 → 126 → 71 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 23% medium 21% new
340 out of 599 hedge funds have held IGV 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.
📊

Peak discovery — momentum slowing

162 → 84 → 126 → 71 → 94 new funds/Q
New funds entering each quarter: 84 → 126 → 71 → 94. IGV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 10% 1-2yr 30% new
Of 619 current holders: 372 (60%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
22 of 599 holders rank in the top 100 by AUM, accounting for 35% 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: IGV

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

Market Analysis: IGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGV

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

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

43 top-rated funds 8 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IGV
2026 Q1 Stats Unlock in 22 days 619 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 619 640 -3.28%
13F Shares 52M 63M -16.69%
Total Value $5.28B $6.85B -22.89%
New Positions 94 73 +21
Increased Positions 182 193 -11
Closed Positions 118 96 +22
Reduced Positions 251 273 -22
Total Calls 11 13 -15.38%
Total Puts 16 19 -15.79%
PUT/CALL Ratio 1.45 1.46 Bearish

Statistics: IGV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

619 + investors

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

Top 25 institutional holders of IGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westwind Capital 4.94% 25,689 $21K
2 COTTONWOOD CAPITAL ADVISORS, LLC 2.69% 47,616 $3.8M
3 Ebert Capital Management Inc. 2.24% 27,392 $2.2M
4 Silver Coast Investments LLC 2.04% 79,882 $6.4M
5 StoneCrest Wealth Management, Inc. 1.65% 48,638 $3.9M
6 Horizon Wealth Management, LLC 1.63% 139,056 $11.1M
7 Alexis Investment Partners, LLC 1.53% 28,650 $2.2M
8 Future Financial Wealth Managment LLC 1.48% 27,763 $2.3M
9 PARAGON FINANCIAL PARTNERS, INC. 1.39% 30,777 $2.4M
10 HERBST GROUP, LLC 1.38% 27,953 $2.2M
11 RIA Advisory Group LLC 1.32% 69,219 $5.5M
12 SYNTAX RESEARCH, INC. 1.27% 24,945 $2.0M
13 Focused Wealth Management, Inc 1.26% 152,311 $12.2M
14 Terra Nova Asset Management LLC 1.26% 21,254 $1.7M
15 Rockingstone Advisors LLC 1.18% 32,143 $2.6M
16 Sharper & Granite LLC 1.10% 40,195 $3.2M
17 BW Gestao de Investimentos Ltda. 1.06% 400,000 $32.0M
18 Bricktown Capital, LLC 0.99% 63,000 $5.0M
19 OneAscent Wealth Management LLC 0.99% 37,357 $3.0M
20 Runnymede Capital Advisors, Inc. 0.96% 13,963 $1.1M
21 QUATTRO FINANCIAL ADVISORS LLC 0.91% 37,467 $3.0M
22 NOVARE CAPITAL MANAGEMENT LLC 0.89% 140,354 $11.2M
23 FORTE ASSET MANAGEMENT LLC 0.88% 25,157 $2.0M
24 Cane Capital Partners, LLC 0.82% 23,481 $1.9M
25 Fluent Financial, LLC 0.73% 25,260 $2.0M
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 (IGV)

What does the Smart Money Trend signal show for IGV?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IGV 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 IGV?

More sellers than buyers — 44% buying: Last quarter: 334 funds reduced or exited vs 262 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IGV holders?

Strong quality — 35% AUM from major funds: 22 of 599 holders rank in the top 100 by AUM, accounting for 35% 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 IGV?

57% of holders stayed for 2+ years: 340 out of 599 hedge funds have held IGV 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.