Ishares Tr (ISHG) Hedge Fund Ownership (Q2 2026)

Ishares Tr (ISHG)

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

Smart Money Signals — ISHG

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

118 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 — +97% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+97% 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 — 65% buying

64 buying35 selling

Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 25 → 16 → 27 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 20% conviction (2yr+) ■ 40% medium ■ 40% new

Only 24 funds (20%) 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.

📈

Growing discovery — still being found

37 → 25 → 16 → 27 → 24 new funds/Q

New funds entering each quarter: 25 → 16 → 27 → 24. A growing number of institutions are discovering ISHG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 66% of holders entered in last year

■ 29% veterans ■ 5% 1-2yr ■ 66% new

Of 118 current holders: 78 (66%) entered in the past year, only 34 (29%) 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.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

16 of 118 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	118	103	14.56%
13F Shares	9M	7M	19.44%
Total Value	$626M	$529M	18.49%
New Positions	24	27	-3
Increased Positions	40	43	-3
Closed Positions	9	9	-
Reduced Positions	26	15	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

118

103

14.56%

13F Shares

19.44%

Total Value

$626M

$529M

18.49%

New Positions

-3

Increased Positions

-3

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

118 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ISHG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rock Creek Group LLC	8.33%	1,114,285	$82.7M
2	Inlight Wealth Management, LLC	8.17%	346,131	$25.7M
3	Turim 21 Investimentos Ltda.	5.77%	476,912	$35.4M
4	Alpine Bank Wealth Management	4.16%	436,406	$32.4M
5	Plum Street Advisors, LLC	2.49%	104,941	$7.8M
6	Alterna Wealth Management, Inc	1.48%	34,672	$2.6M
7	Cascade Financial Partners, LLC	1.46%	227,206	$16.9M
8	McCartney Wealth Management LLC	0.94%	16,696	$1.2M
9	Outlook Wealth Advisors, LLC	0.90%	56,096	$4.2M
10	New Capital Management LP	0.86%	50,810	$3.8M
11	Bulltick Wealth Management, LLC	0.78%	51,501	$3.8M
12	RiverFront Investment Group, LLC	0.75%	761,074	$56.5M
13	Mayport, LLC	0.69%	59,894	$4.4M
14	3 Factor Indexing, LLC	0.63%	10,104	$750K
15	Checchi Capital Advisers, LLC	0.61%	181,581	$13.5M
16	VERITY Wealth Advisors	0.59%	13,109	$973K
17	NewEdge Wealth, LLC	0.54%	722,409	$53.6M
18	Financial Harvest, LLC	0.51%	16,759	$1.2M
19	Fonville Wealth Management LLC	0.50%	40,955	$3.0M
20	Octavia Wealth Advisors, LLC	0.42%	64,896	$4.8M
21	SwitchPoint Financial Planning, LLC	0.33%	7,791	$578K
22	Old Peak Finance LLC	0.28%	7,826	$581K
23	Summit Trail Advisors, LLC	0.25%	265,634	$19.7M
24	Proficio Capital Partners LLC	0.23%	88,060	$6.5M
25	Leuthold Group, LLC	0.23%	31,002	$2.3M

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 — 5 quarters in a row: For 5 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 — 65% buying: Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISHG holders?

Strong quality — 20% AUM from major funds: 16 of 118 holders rank in the top 100 by AUM, accounting for 20% 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 ISHG?

Mostly new holders — 40% entered in last year: Only 24 funds (20%) 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.

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.

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Ishares Tr (ISHG)

Smart Money Signals — ISHG

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +97% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~24 new funds per quarter

Mostly new holders — 40% entered in last year

Growing discovery — still being found

Early stage — 66% of holders entered in last year

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — ISHG

Hedge Fund Ownership: ISHG

Market Analysis: ISHG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISHG

Hedge Fund Positioning: ISHG

Statistics: ISHG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ISHG)

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