Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Invts Active E (IWLG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — IWLG

Based on 26 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 IWLG 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
26 hedge funds hold IWLG 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 — +271% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+271% 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.
🟡

Slight buying edge — 55% buying

16 buying13 selling
Last quarter: 16 funds bought or added vs 13 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 13 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 65% entered in last year

■ 12% conviction (2yr+) ■ 23% medium ■ 65% new
Only 3 funds (12%) 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

1 → 4 → 13 → 6 → 7 new funds/Q
New funds entering each quarter: 4 → 13 → 6 → 7. IWLG 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 — 77% of holders entered in last year

■ 12% veterans ■ 12% 1-2yr ■ 77% new
Of 26 current holders: 20 (77%) entered in the past year, only 3 (12%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
10 of 26 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — 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 — IWLG

In 2026 Q2, 16 hedge funds were net buyers of IWLG (7 opened a new position, 9 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in IWLG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: IWLG

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

Market Analysis: IWLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWLG

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IWLG
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 24 4.17%
13F Shares 6M 14M -55.57%
Total Value $347M $659M -47.37%
New Positions 6 6 -
Increased Positions 9 12 -3
Closed Positions 5 5 -
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWLG

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 IWLG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cullen/Frost Bankers, INC. 1.18% 2,109,171 $119.4M
2 Kesler, Norman & Wride, LLC 0.91% 101,985 $5.8M
3 New York Life Investment Management LLC 0.62% 1,580,116 $89.4M
4 Cordgrass Capital Advisors, LLC 0.14% 6,682 $378K
5 Empirical Asset Management, LLC 0.14% 11,010 $623K
6 Kingswood Wealth Advisors, LLC 0.07% 32,046 $1.8M
7 Parkside Financial Bank & Trust 0.03% 6,851 $388K
8 Envestnet Asset Management Inc 0.02% 1,719,106 $97.3M
9 Mariner, LLC 0.02% 316,241 $17.9M
10 Kestra Private Wealth Services, LLC 0.01% 9,441 $534K
11 Rockefeller Capital Management L.P. 0.00% 53,620 $3.0M
12 HighTower Advisors, LLC 0.00% 31,299 $1.8M
13 International Assets Investment Management, LLC 0.00% 382 $21K
14 Raymond James Financial Inc 0.00% 81,449 $4.6M
15 Kestra Advisory Services, LLC 0.00% 5,808 $329K
16 D. E. Shaw & Co., Inc. 0.00% 6,758 $382K
17 Jones Financial Companies Lllp 0.00% 6,678 $363K
18 Goldman Sachs Group Inc 0.00% 25,461 $1.4M
19 Citadel Advisors LLC 0.00% 13,342 $755K
20 LPL Financial LLC 0.00% 4,912 $278K
21 Susquehanna International Group, LLP 0.00% 9,659 $547K
22 Jpmorgan Chase & Co 0.00% 2,128 $118K
23 Royal Bank of Canada 0.00% 241 $14K
24 Morgan Stanley 0.00% 260 $15K
25 Wells Fargo & Company/Mn 0.00% 1 —
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 — New York Life Invts Active E (IWLG)

What does the Smart Money Trend signal show for IWLG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IWLG 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 IWLG?

Slight buying edge — 55% buying: Last quarter: 16 funds bought or added vs 13 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 IWLG holders?

Strong quality — 29% AUM from major funds: 10 of 26 holders rank in the top 100 by AUM, accounting for 29% 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 IWLG?

Mostly new holders — 65% entered in last year: Only 3 funds (12%) 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.

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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