Ishares Tr (IUSG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IUSG has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IUSG gained +22.4% vs +15.9% 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.

Ishares Tr (IUSG)

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

Smart Money Signals — IUSG

Based on 858 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IUSG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

858 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 — +17% more funds vs a year ago

fund count last 6Q

+126 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

366 buying375 selling

Last quarter: 375 funds reduced or exited vs 366 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 105 → 79 → 109 → 79. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 16% new

520 out of 858 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.

➡️

Steady discovery — ~79 new funds/quarter

64 → 105 → 79 → 109 → 79 new funds/Q

New funds entering each quarter: 105 → 79 → 109 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 17% 1-2yr ■ 20% new

Of 860 current holders: 540 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

32 of 858 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	852	871	-2.18%
13F Shares	132M	124M	6.49%
Total Value	$20.09B	$20.34B	-1.2%
New Positions	77	109	-32
Increased Positions	286	261	+25
Closed Positions	96	46	+50
Reduced Positions	279	272	+7
Total Calls	2	2	-
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

852

871

-2.18%

13F Shares

132M

124M

6.49%

Total Value

$20.09B

$20.34B

-1.2%

New Positions

109

-32

Increased Positions

286

261

+25

Closed Positions

+50

Reduced Positions

279

272

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q1)

852 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hilltop Wealth Advisors, LLC	22.42%	241,251	$37.4M
2	Tanglewood Legacy Advisors, LLC	18.86%	336,216	$52.2M
3	Cardinal Strategic Wealth Guidance	13.88%	339,219	$52.6M
4	Veracity Capital LLC	12.65%	228,208	$35.4M
5	Aurdan Capital Management, LLC	11.29%	242,473	$37.6M
6	NorthStar Asset Management LLC /NJ/	11.26%	150,312	$23.3M
7	Fortress Financial Group, LLC	11.05%	96,327	$14.9M
8	Madison Wealth Partners, Inc	10.16%	410,554	$63.7M
9	DDFG, Inc	9.14%	273,494	$42.4M
10	Birchcreek Wealth Management, LLC	8.86%	118,649	$18.4M
11	Alliance Private Wealth, LLC	8.73%	156,556	$24.3M
12	ForthRight Wealth Management, LLC	7.64%	173,544	$26.9M
13	Voisard Asset Management Group, INC.	7.11%	214,919	$33.3M
14	Tennessee Valley Asset Management Partners	6.78%	331,001	$51.3M
15	Legacy Financial Group LLC	6.64%	340,350	$52.8M
16	Cosner Financial Group, LLC	6.64%	77,885	$12.1M
17	Elevation Wealth Partners, LLC	6.55%	117,845	$18.3M
18	Legacy Solutions, LLC	6.40%	44,498	$6.9M
19	Aspen Wealth Management LLC	6.14%	198,319	$30.8M
20	Foundry Financial Group, Inc.	5.83%	75,786	$11.8M
21	SHP Wealth Management	5.81%	496,636	$77.0M
22	South Shore Capital Advisors	5.62%	49,550	$7.7M
23	Ironwood Wealth Management, INC.	5.60%	75,917	$12.5M
24	Richard W. Paul & Associates, LLC	5.26%	100,734	$15.6M
25	PCA Investment Advisory Services Inc.	5.19%	100,231	$15.5M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IUSG 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 IUSG?

More sellers than buyers — 49% buying: Last quarter: 375 funds reduced or exited vs 366 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IUSG holders?

Elite ownership — 76% AUM from top-100 funds: 32 of 858 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?

61% of holders stayed for 2+ years: 520 out of 858 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 Q1 hedge fund 13F filings?

As of today, IUSG has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IUSG has gained +22.4% vs +15.9% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IUSG)

Smart Money Signals — IUSG

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +17% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-30 vs last Q)

61% of holders stayed for 2+ years

Steady discovery — ~79 new funds/quarter

Deep conviction — 63% of holders stayed 2+ years

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 Q1)

Frequently Asked Questions — Ishares Tr (IUSG)

Welcome to 13Foresight!