Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (USIG)

449 + 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
↑ +22
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — USIG

Based on 454 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
454 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

259 buying166 selling
Last quarter: 259 funds were net buyers (70 opened a brand new position + 189 added to an existing one). Only 166 were sellers (118 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~70 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 66 → 67 → 70. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 22% new
247 out of 454 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

53 → 57 → 66 → 67 → 70 new funds/Q
New funds entering each quarter: 57 → 66 → 67 → 70. A growing number of institutions are discovering USIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 454 holders: 262 (58%) are 2+ year veterans, 72 entered 1–2 years ago, and 120 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
27 of 454 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.7
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 — USIG

In 2026 Q1, 259 hedge funds were net buyers of USIG (70 opened a new position, 189 added to an existing one), while 166 reduced or exited (118 trimmed, 48 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in USIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 454.

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

-- --

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

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

Signal Freshness measures how much USIG 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 · 85d ago
USIG
-0.1%
SPY
+14.9%

USIG outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
USIG
+1.1%
SPY
+1.1%

Since the filing became public, USIG outperformed SPY by +0.0% .

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.

15 top-rated funds 12 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: USIG
449 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 449 432 3.94%
13F Shares 300M 229M 30.95%
Total Value $15.38B $11.87B 29.61%
New Positions 68 67 +1
Increased Positions 186 178 +8
Closed Positions 51 53 -2
Reduced Positions 118 106 +12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USIG

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

449 + investors

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

QUARTER:
Top 25 USIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New Jersey Better Educational Savings Trust 42.70% 507,693 $26.0M
2 Santa Clara Valley Transportation Authority 20.53% 481,977 $24.7M
3 North Dakota State Investment Board 11.61% 5,241,476 $268.5M
4 Cosner Financial Group, LLC 10.28% 365,167 $18.7M
5 SIMA Wealth Partners, LLC 7.56% 193,640 $9.9M
6 TIAA Wealth Investment Management LLC 4.42% 11,369,294 $579.5M
7 Voya Financial Advisors, Inc. 4.11% 813,206 $41.2M
8 Fjell Capital, LLC 4.07% 103,219 $5.3M
9 Trivant Custom Portfolio Group, LLC 3.72% 132,280 $6.8M
10 IVC Wealth Advisors LLC 3.47% 155,854 $8.0M
11 Erickson Financial Group, LLC 3.33% 103,718 $5.3M
12 Bauman Advisory Group, LLC 3.05% 85,043 $4.4M
13 Shelter Mutual Insurance Co 3.01% 263,974 $13.5M
14 Glassy Mountain Advisors, Inc. 3.00% 188,348 $9.6M
15 Liberty Mutual Group Asset Management Inc. 2.93% 714,850 $36.6M
16 Blue Edge Capital, LLC 2.90% 426,168 $21.8M
17 Avidian Wealth Enterprises, LLC 2.74% 1,692,140 $86.7M
18 Empower Advisory Group, LLC 2.71% 20,349,943 $1.04B
19 Center For Asset Management LLC 2.60% 102,193 $5.2M
20 K2 Financial Inc. 2.51% 66,902 $3.4M
21 Financial Avengers, Inc. 2.37% 101,248 $5.2M
22 Fulton Breakefield Broenniman LLC 2.18% 653,841 $33.5M
23 Westover Capital Advisors, LLC 2.07% 220,081 $11.3M
24 Kraft, Davis & Associates, LLC 1.89% 172,840 $8.9M
25 Valmark Advisers, Inc. 1.84% 3,015,485 $154.5M
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 (USIG)

What does the Smart Money Trend signal show for USIG?

Buying streak — 3 quarters in a row: For 3 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: 259 funds were net buyers (70 opened a brand new position + 189 added to an existing one). Only 166 were sellers (118 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USIG holders?

Elite ownership — 57% AUM from top-100 funds: 27 of 454 holders are among the 100 largest funds by AUM, controlling 57% 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?

54% of holders stayed for 2+ years: 247 out of 454 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.

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

As of today, USIG has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), USIG has gained -0.1% vs +14.9% 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.

Full history →