Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (USIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — USIG

Based on 402 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 USIG 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
402 hedge funds hold USIG 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding USIG is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

232 buying150 selling
Last quarter: 232 funds were net buyers (61 opened a brand new position + 171 added to an existing one). Only 150 were sellers (99 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 53 → 60 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
230 out of 402 hedge funds have held USIG 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.
📈

Growing discovery — still being found

64 → 48 → 53 → 60 → 61 new funds/Q
New funds entering each quarter: 48 → 53 → 60 → 61. A growing number of institutions are discovering USIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Of 402 current holders: 233 (58%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
21 of 402 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in USIG. 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.

Hedge Fund Ownership: USIG

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

Market Analysis: USIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USIG

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

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 11 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: USIG
2026 Q1 Stats Unlock in 19 days 402 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 402 392 2.55%
13F Shares 223M 207M 7.79%
Total Value $11.56B $10.81B 6.92%
New Positions 61 60 +1
Increased Positions 171 156 +15
Closed Positions 51 48 +3
Reduced Positions 99 113 -14
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USIG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

402 + investors

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

Top 25 institutional holders of USIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New Jersey Better Educational Savings Trust 42.70% 507,693 $26.0M
2 Fjell Capital, LLC 4.07% 103,219 $5.3M
3 IVC Wealth Advisors LLC 3.47% 155,854 $8.0M
4 Erickson Financial Group, LLC 3.33% 103,718 $5.3M
5 Shelter Mutual Insurance Co 3.01% 263,974 $13.5M
6 Center For Asset Management LLC 2.60% 102,193 $5.2M
7 K2 Financial Inc. 2.51% 66,902 $3.4M
8 FULTON BREAKEFIELD BROENNIMAN LLC 2.18% 653,841 $33.5M
9 Trilogy Capital Inc. 1.51% 670,281 $34.3M
10 Premier Path Wealth Partners, LLC 1.23% 183,736 $9.4M
11 McKinley Carter Wealth Services, Inc. 1.06% 358,233 $18.4M
12 ST GERMAIN D J CO INC 0.82% 405,122 $20.8M
13 Archford Capital Strategies, LLC 0.76% 130,410 $6.7M
14 TRUIST FINANCIAL CORP 0.74% 10,749,955 $550.7M
15 Pallas Capital Advisors LLC 0.63% 324,821 $16.6M
16 CAP Partners, LLC 0.58% 20,028 $1.0M
17 Grant Private Wealth Management Inc 0.56% 20,757 $1.1M
18 Investment Management Trust, LLC 0.51% 10,263 $526K
19 Simplicity Wealth,LLC 0.46% 159,877 $8.2M
20 ALTERNA WEALTH MANAGEMENT, INC 0.44% 11,361 $582K
21 TFB Advisors LLC 0.44% 16,300 $835K
22 Columbus Macro, LLC 0.41% 74,762 $3.8M
23 WAYSTONE ADVISORS LLC 0.41% 8,882 $455K
24 Yukon Wealth Management, Inc. 0.40% 13,040 $668K
25 Wealthstar Advisors, LLC 0.35% 14,481 $742K
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 (USIG)

What does the Smart Money Trend signal show for USIG?

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

More buyers than sellers — 61% buying: Last quarter: 232 funds were net buyers (61 opened a brand new position + 171 added to an existing one). Only 150 were sellers (99 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USIG holders?

Elite ownership — 44% AUM from top-100 funds: 21 of 402 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in USIG. 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 USIG?

57% of holders stayed for 2+ years: 230 out of 402 hedge funds have held USIG 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.