Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IXG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — IXG

Based on 124 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IXG 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
124 hedge funds hold IXG 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 — +7% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

62 buying46 selling
Last quarter: 62 funds bought or added vs 46 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 26% medium 16% new
72 out of 124 hedge funds have held IXG 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.
🚀

Acceleration phase — new buyers rushing in

15 → 9 → 10 → 15 → 19 new funds/Q
New funds entering each quarter: 9 → 10 → 15 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 14% 1-2yr 22% new
Of 125 current holders: 79 (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.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
18 of 124 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: IXG

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

Market Analysis: IXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IXG
2026 Q1 Stats Unlock in 21 days 125 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 118 5.93%
13F Shares 2M 2M 0.41%
Total Value $308M $294M 4.58%
New Positions 19 16 +3
Increased Positions 44 44 -
Closed Positions 12 11 +1
Reduced Positions 35 22 +13
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IXG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

125 + investors

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

Top 25 institutional holders of IXG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DECISION INVESTMENTS, INC 1.54% 11,896 $1.4M
2 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.42% 16,311 $1.9M
3 Avior Wealth Management, LLC 0.30% 92,173 $10.5M
4 PARTNERS WEALTH MANAGEMENT, LLC 0.29% 2,467 $281K
5 MontVue Capital Management, Inc. 0.20% 2,559 $292K
6 Tiller Private Wealth, Inc. 0.18% 4,560 $520K
7 Nova Wealth Management, Inc. 0.16% 2,180 $249K
8 FSM Wealth Advisors, LLC 0.14% 9,286 $1.1M
9 TCFG WEALTH MANAGEMENT, LLC 0.12% 2,777 $317K
10 Centerline Wealth Advisors, LLC 0.08% 2,027 $231K
11 CLIENT 1ST ADVISORY GROUP, LLC 0.06% 1,812 $207K
12 Johnson Bixby & Associates, LLC 0.06% 4,348 $496K
13 UNIQUE WEALTH, LLC 0.06% 3,503 $399K
14 City State Bank 0.04% 1,400 $160K
15 Medallion Wealth Advisors, LLC 0.03% 644 $66K
16 Composition Wealth, LLC 0.03% 18,273 $2.1M
17 Provident Wealth Management, LLC 0.02% 600 $68K
18 HARBOR INVESTMENT ADVISORY, LLC 0.01% 1,045 $119K
19 Spire Wealth Management 0.01% 1,608 $183K
20 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% 2,279 $260K
21 Mesirow Financial Investment Management, Inc. 0.01% 2,775 $316K
22 Ascentis Independent Advisors 0.00% 550 $63K
23 Janney Montgomery Scott LLC 0.00% 9,031 $1K
24 Physician Wealth Advisors, Inc. 0.00% 148 $17K
25 Private Advisor Group, LLC 0.00% 4,289 $489K
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 (IXG)

What does the Smart Money Trend signal show for IXG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IXG 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 IXG?

Slight buying edge — 57% buying: Last quarter: 62 funds bought or added vs 46 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 IXG holders?

Strong quality — 39% AUM from major funds: 18 of 124 holders rank in the top 100 by AUM, accounting for 39% 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 IXG?

58% of holders stayed for 2+ years: 72 out of 124 hedge funds have held IXG 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.

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.