Stock Analysis

NEW YORK LIFE INVESTMENTS ET (IQSM)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
14%

Smart Money Signals — IQSM

Based on 6 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉 Selling streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
📊 High ownership — 86% of 3.0Y peak
6 funds currently hold this stock — 86% of the 3.0-year high of 7 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀 Fast accumulation — +100% more funds vs a year ago
+3 new funds entered over the past year (+100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴 Heavy selling pressure — only 14% buying
Last quarter: 6 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️ Steady new buyers — ~0 new funds per quarter
Funds opening this position for the first time: 0 → 1 → 4 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄 Mostly new holders — 67% entered in last year
Only 1 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Hedge Fund Ownership: IQSM

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

Market Analysis: IQSM

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQSM

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Hedge Fund Positioning: IQSM
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: IQSM

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed