Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXG)

133 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — IXG

Based on 134 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 IXG 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
134 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 — +9% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

54 buying60 selling
Last quarter: 60 funds reduced or exited vs 54 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 20 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 16% new
82 out of 134 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

9 → 11 → 16 → 20 → 21 new funds/Q
New funds entering each quarter: 11 → 16 → 20 → 21. 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.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

61% veterans 17% 1-2yr 22% new
Entry-cohort mix of 134 holders: 82 (61%) are 2+ year veterans, 23 entered 1–2 years ago, and 29 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
23 of 134 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IXG. 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.

Institutional Sentiment Summary — IXG

In 2026 Q1, 54 hedge funds were net buyers of IXG (21 opened a new position, 33 added to an existing one), while 60 reduced or exited (37 trimmed, 23 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in IXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 134.

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

-- --

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

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

Signal Freshness measures how much IXG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IXG
+10.0%
SPY
+13.9%

IXG outperformed SPY by -3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IXG
+4.7%
SPY
+0.2%

Since the filing became public, IXG outperformed SPY by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: IXG
133 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 133 136 -2.21%
13F Shares 2M 2M -21.89%
Total Value $214M $309M -30.63%
New Positions 20 20 -
Increased Positions 33 44 -11
Closed Positions 23 12 +11
Reduced Positions 37 36 +1
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: IXG

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Institutional Holders (2026 Q1)

133 + investors

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

QUARTER:
Top 25 IXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Decision Investments, Inc 1.54% 11,896 $1.4M
2 Salomon & Ludwin, LLC 0.51% 50,016 $5.7M
3 Founders Grove Wealth Partners, LLC 0.42% 16,311 $1.9M
4 LOM Asset Management Ltd 0.34% 10,430 $1.2M
5 Avior Wealth Management, LLC 0.30% 92,173 $10.5M
6 Elevation Advisory Partners LLC 0.30% 2,618 $319K
7 Partners Wealth Management, LLC 0.29% 2,467 $281K
8 Comprehensive Wealth Management, LLC 0.20% 3,455 $394K
9 MontVue Capital Management, Inc. 0.20% 2,559 $292K
10 Tiller Private Wealth, Inc. 0.18% 4,560 $520K
11 Nova Wealth Management, Inc. 0.16% 2,180 $249K
12 Gts Securities LLC 0.14% 35,062 $4.0M
13 FSM Wealth Advisors, LLC 0.14% 9,286 $1.1M
14 Tcfg Wealth Management, LLC 0.12% 2,777 $317K
15 TCFG Investment Advisors, LLC 0.12% 2,777 $317K
16 Centerline Wealth Advisors, LLC 0.08% 2,027 $231K
17 Banco Santander, S.A. 0.07% 75,819 $8.6M
18 Front Row Advisors LLC 0.07% 1,730 $197K
19 Client 1st Advisory Group, LLC 0.06% 1,812 $207K
20 Johnson Bixby & Associates, LLC 0.06% 4,348 $496K
21 Strategic Financial Concepts, LLC 0.06% 2,100 $239K
22 Unique Wealth, LLC 0.06% 3,503 $399K
23 Gladstone Institutional Advisory LLC 0.05% 10,937 $1.2M
24 City State Bank 0.04% 1,400 $160K
25 Medallion Wealth Advisors, LLC 0.03% 644 $66K
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?

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

More sellers than buyers — 47% buying: Last quarter: 60 funds reduced or exited vs 54 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 IXG holders?

Elite ownership — 56% AUM from top-100 funds: 23 of 134 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IXG. 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 IXG?

61% of holders stayed for 2+ years: 82 out of 134 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.

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

As of today, IXG has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), IXG has gained +10.0% vs +13.9% 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.

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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