Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISHG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
4Q ▲
Buyers last Q
74%

Smart Money Signals — ISHG

Based on 103 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ISHG 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
103 hedge funds hold ISHG 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.
🚀

Fast accumulation — +312% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+312% 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.
🟢

More buyers than sellers — 74% buying

70 buying24 selling
Last quarter: 70 funds were net buyers (27 opened a brand new position + 43 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new ISHG position: 37 → 25 → 16 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 46% entered in last year

■ 23% conviction (2yr+) ■ 31% medium ■ 46% new
Only 24 funds (23%) 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.
📊

Peak discovery — momentum slowing

8 → 37 → 25 → 16 → 27 new funds/Q
New funds entering each quarter: 37 → 25 → 16 → 27. ISHG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 68% of holders entered in last year

■ 31% veterans ■ 1% 1-2yr ■ 68% new
Of 103 current holders: 70 (68%) entered in the past year, only 32 (31%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 103 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ISHG

In 2026 Q1, 70 hedge funds were net buyers of ISHG (27 opened a new position, 43 added to an existing one), while 24 reduced or exited (15 trimmed, 9 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 103.

Hedge Fund Ownership: ISHG

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

Market Analysis: ISHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISHG

-- --

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

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

Signal Freshness measures how much ISHG 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 · 79d ago
ISHG
+0.3%
SPY
+13.9%

ISHG outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ISHG
-1.0%
SPY
+0.2%

Since the filing became public, ISHG outperformed SPY by -1.2% .

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 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ISHG
103 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 85 21.18%
13F Shares 7M 6M 19.38%
Total Value $529M $450M 17.5%
New Positions 27 16 +11
Increased Positions 43 34 +9
Closed Positions 9 7 +2
Reduced Positions 15 21 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISHG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

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

QUARTER:
Top 25 ISHG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inlight Wealth Management, LLC 9.14% 332,827 $24.7M
2 Turim 21 Investimentos Ltda. 8.58% 460,975 $34.2M
3 Rock Creek Group LLC 8.31% 1,107,038 $82.1M
4 Plum Street Advisors, LLC 2.57% 99,922 $7.4M
5 Cascade Financial Partners, LLC 1.53% 200,527 $14.9M
6 Summit Trail Advisors, LLC 1.06% 999,382 $74.1M
7 McCartney Wealth Management LLC 1.03% 16,470 $1.2M
8 Outlook Wealth Advisors, LLC 0.99% 55,214 $4.1M
9 New Capital Management LP 0.92% 50,245 $3.7M
10 Bulltick Wealth Management, LLC 0.84% 51,560 $3.8M
11 NewEdge Wealth, LLC 0.84% 950,975 $70.5M
12 Mayport, LLC 0.83% 59,894 $4.4M
13 3 Factor Indexing, LLC 0.71% 10,200 $757K
14 Checchi Capital Advisers, LLC 0.68% 182,137 $13.5M
15 Financial Harvest, LLC 0.67% 15,340 $1.1M
16 Fonville Wealth Management LLC 0.64% 45,613 $3.4M
17 VERITY Wealth Advisors 0.50% 10,191 $756K
18 Octavia Wealth Advisors, LLC 0.44% 62,550 $4.6M
19 Red Tortoise LLC 0.42% 13,660 $1.0M
20 One Plus One Wealth Management, LLC 0.40% 12,638 $938K
21 SwitchPoint Financial Planning, LLC 0.39% 7,791 $578K
22 Old Peak Finance LLC 0.33% 7,714 $572K
23 Proficio Capital Partners LLC 0.29% 72,685 $5.4M
24 Beacon Financial Strategies CORP 0.20% 4,820 $358K
25 Middleton & Co Inc/Ma 0.18% 21,093 $1.6M
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 (ISHG)

What does the Smart Money Trend signal show for ISHG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ISHG 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 ISHG?

More buyers than sellers — 74% buying: Last quarter: 70 funds were net buyers (27 opened a brand new position + 43 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISHG holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 103 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISHG?

Mostly new holders — 46% entered in last year: Only 24 funds (23%) 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.

Is it too late to buy Ishares Tr (ISHG) following the 2026 Q1 hedge fund 13F filings?

As of today, ISHG has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), ISHG has gained +0.3% vs +13.9% 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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