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

Q: Is it too late to buy Ishares Tr (IUSG) following the 2026 Q2 hedge fund 13F filings?

As of today, IUSG has moved -2.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), IUSG gained +1.1% vs +2.1% 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.

Ishares Tr (IUSG)

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

Smart Money Signals — IUSG

Based on 935 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IUSG 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

935 hedge funds hold IUSG 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.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+147 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

443 buying319 selling

Last quarter: 443 funds bought or added vs 319 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.

📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter

Funds opening a new IUSG position: 79 → 110 → 79 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new

559 out of 935 hedge funds have held IUSG 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.

💰

Value +26% but shares only +5% — price-driven

Value

+25%

+4%

Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

106 → 79 → 110 → 79 → 129 new funds/Q

New funds entering each quarter: 79 → 110 → 79 → 129. A growing number of institutions are discovering IUSG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Entry-cohort mix of 940 holders: 586 (62%) are 2+ year veterans, 140 entered 1–2 years ago, and 214 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

38 of 935 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in IUSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	928	860	7.91%
13F Shares	138M	132M	4.53%
Total Value	$25.26B	$20.10B	25.71%
New Positions	126	79	+47
Increased Positions	312	288	+24
Closed Positions	58	91	-33
Reduced Positions	263	282	-19
Total Calls	3	2	50.0%
Total Puts	2	1	100.0%
PUT/CALL Ratio	0.67	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

928

860

7.91%

13F Shares

138M

132M

4.53%

Total Value

$25.26B

$20.10B

25.71%

New Positions

126

+47

Increased Positions

312

288

+24

Closed Positions

-33

Reduced Positions

263

282

-19

Total Calls

50.0%

Total Puts

100.0%

PUT/CALL Ratio

0.67

0.5

Bullish

Institutional Holders (2026 Q2)

928 + investors

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

QUARTER:

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

Top 25 IUSG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hilltop Wealth Advisors, LLC	21.24%	228,398	$43.0M
2	Tanglewood Legacy Advisors, LLC	20.39%	335,931	$63.2M
3	Cardinal Strategic Wealth Guidance	12.36%	289,900	$54.5M
4	NorthStar Asset Management LLC /NJ/	12.36%	161,629	$30.4M
5	Aurdan Capital Management, LLC	11.63%	243,754	$45.8M
6	Veracity Capital LLC	11.55%	227,402	$42.8M
7	Madison Wealth Partners, Inc	9.81%	409,922	$77.1M
8	Alliance Private Wealth, LLC	9.64%	147,476	$27.7M
9	DDFG, Inc	9.44%	252,703	$47.5M
10	Birchcreek Wealth Management, LLC	8.68%	118,414	$22.3M
11	ForthRight Wealth Management, LLC	8.27%	171,918	$32.3M
12	Legacy Financial Group LLC	7.89%	372,777	$70.1M
13	Voisard Asset Management Group, INC.	7.81%	219,334	$41.3M
14	Cosner Financial Group, LLC	7.78%	79,293	$15.2M
15	Tennessee Valley Asset Management Partners	6.83%	329,315	$61.9M
16	Legacy Solutions, LLC	6.77%	44,454	$8.4M
17	Aspen Wealth Management LLC	6.75%	211,338	$39.8M
18	Elevation Wealth Partners, LLC	6.66%	118,225	$22.2M
19	SHP Wealth Management	6.47%	500,298	$94.1M
20	Foundry Financial Group, Inc.	6.30%	77,418	$14.6M
21	South Shore Capital Advisors	6.28%	49,860	$9.4M
22	Ironwood Wealth Management, INC.	5.99%	75,302	$14.2M
23	Richard W. Paul & Associates, LLC	5.79%	100,700	$18.9M
24	Doliver Advisors, LP	5.52%	129,735	$24.4M
25	PCA Investment Advisory Services Inc.	5.33%	101,558	$19.1M

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 (IUSG)

What does the Smart Money Trend signal show for IUSG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IUSG 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 IUSG?

Slight buying edge — 58% buying: Last quarter: 443 funds bought or added vs 319 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 IUSG holders?

Elite ownership — 76% AUM from top-100 funds: 38 of 935 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in IUSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IUSG?

60% of holders stayed for 2+ years: 559 out of 935 hedge funds have held IUSG 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 Ishares Tr (IUSG) following the 2026 Q2 hedge fund 13F filings?

As of today, IUSG has moved -2.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), IUSG has gained +1.1% vs +2.1% 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.

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Ishares Tr (IUSG)

Smart Money Signals — IUSG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+50 vs last Q)

60% of holders stayed for 2+ years

Value +26% but shares only +5% — price-driven

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 23% newcomers

Elite ownership — 76% AUM from top-100 funds

Institutional Sentiment Summary — IUSG

Hedge Fund Ownership: IUSG

Market Analysis: IUSG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IUSG

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

Hedge Fund Positioning: IUSG

Statistics: IUSG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IUSG)

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