Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Investments Et (IQSI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — IQSI

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IQSI 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 — 78% of 3.0Y peak

78% of all-time peak
18 funds currently hold this stock — 78% of the 3.0-year high of 23 funds (reached 2025 Q3). 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 IQSI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

11 buying10 selling
Last quarter: 11 funds bought or added vs 10 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.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 28% medium 11% new
11 out of 18 hedge funds have held IQSI 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.
⚠️

Saturation — most institutions already know this story

5 → 5 → 4 → 2 → 1 new funds/Q
New funds entering each quarter: 5 → 4 → 2 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 61% veterans vs 17% newcomers

61% veterans 22% 1-2yr 17% new
Entry-cohort mix of 18 holders: 11 (61%) are 2+ year veterans, 4 entered 1–2 years ago, and 3 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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 — IQSI

In 2026 Q1, 11 hedge funds were net buyers of IQSI (1 opened a new position, 10 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: IQSI

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

Market Analysis: IQSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQSI

-- --

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

Is It Too Late to Buy New York Life Investments Et (IQSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IQSI has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 85d ago
IQSI
+6.6%
SPY
+14.9%

IQSI outperformed SPY by -8.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
IQSI
+3.0%
SPY
+1.1%

Since the filing became public, IQSI outperformed SPY by +1.9% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IQSI
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 21 -14.29%
13F Shares 6M 5M 4.93%
Total Value $198M $190M 4.3%
New Positions 1 2 -1
Increased Positions 10 4 +6
Closed Positions 4 4 -
Reduced Positions 6 13 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQSI

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 17 IQSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NYL Investors LLC 2.31% 173,108 $6.1M
2 New York Life Investment Management LLC 1.53% 5,131,326 $180.8M
3 Paul R. Ried Financial Group, LLC 0.44% 26,613 $938K
4 Seeds Investor LLC 0.17% 33,343 $1.3M
5 Ascentis Independent Advisors 0.14% 52,852 $1.9M
6 Rossby Financial, LCC 0.08% 10,485 $375K
7 Golden State Wealth Management, LLC 0.04% 11,157 $393K
8 KWB Wealth 0.04% 10,584 $372K
9 Orion Porfolio Solutions, LLC 0.01% 31,472 $1.1M
10 Harbour Investments, INC. 0.00% 3,423 $121K
11 Focus Partners Wealth 0.00% 36,781 $1.3M
12 Captrust Financial Advisors 0.00% 16,239 $572K
13 Raymond James Financial Inc 0.00% 21,481 $757K
14 Osaic Holdings, INC. 0.00% 3,611 $127K
15 Jane Street Group, LLC 0.00% 21,194 $747K
16 LPL Financial LLC 0.00% 6,615 $233K
17 Morgan Stanley 0.00% 16,857 $594K
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 — New York Life Investments Et (IQSI)

What does the Smart Money Trend signal show for IQSI?

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

Slight buying edge — 52% buying: Last quarter: 11 funds bought or added vs 10 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 IQSI holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IQSI?

61% of holders stayed for 2+ years: 11 out of 18 hedge funds have held IQSI 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 New York Life Investments Et (IQSI) following the 2026 Q1 hedge fund 13F filings?

As of today, IQSI has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), IQSI has gained +6.6% vs +14.9% 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.

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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