Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (GOVZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — GOVZ

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

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

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 24% new

■ 38% conviction (2yr+) ■ 38% medium ■ 24% new
Of the 37 current holders: 14 (38%) held >2 years, 14 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

7 → 5 → 4 → 11 → 8 new funds/Q
New funds entering each quarter: 5 → 4 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 21% 1-2yr ■ 31% new
Of 39 current holders: 19 (49%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
10 of 37 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in GOVZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — GOVZ

In 2026 Q1, 21 hedge funds were net buyers of GOVZ (8 opened a new position, 13 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in GOVZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: GOVZ

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

Market Analysis: GOVZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOVZ

-- --

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

Is It Too Late to Buy ISHARES TR (GOVZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GOVZ 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 · 71d ago
GOVZ
+291.9%
SPY
+13.7%

GOVZ outperformed SPY by +278.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
GOVZ
+3.5%
SPY
+0.0%

Since the filing became public, GOVZ outperformed SPY by +3.5% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GOVZ
37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 36 2.78%
13F Shares 6M 9M -33.12%
Total Value $53M $81M -33.99%
New Positions 8 11 -3
Increased Positions 13 11 +2
Closed Positions 7 6 +1
Reduced Positions 12 10 +2
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: GOVZ

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

QUARTER:
Top 25 institutional holders of GOVZ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategies Wealth Advisors, LLC 0.68% 740,337 $6.8M
2 CPC Advisors, LLC 0.17% 112,549 $1.0M
3 Tower Research Capital LLC (TRC) 0.14% 587,117 $5.4M
4 Rare Wolf Capital LLC 0.13% 22,012 $202K
5 Glassman Wealth Services 0.09% 74,022 $679K
6 Beverly Hills Private Wealth, LLC 0.09% 56,522 $518K
7 SAWGRASS ASSET MANAGEMENT LLC 0.03% 24,530 $225K
8 Sowell Financial Services LLC 0.01% 42,850 $393K
9 Morling Financial Advisors, LLC 0.01% 5,020 $46K
10 SILVER OAK SECURITIES, INCORPORATED 0.01% 17,776 $163K
11 ASHTON THOMAS SECURITIES, LLC 0.01% 10,100 $93K
12 Kestra Advisory Services, LLC 0.01% 220,392 $2.0M
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 333,559 $3.1M
14 FLOW TRADERS U.S. LLC 0.00% 14,337 —
15 NFSG Corp 0.00% 2,651 $24K
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 176,049 $1.6M
17 XTX Topco Ltd 0.00% 18,615 $171K
18 Focus Partners Advisor Solutions, LLC 0.00% 29,509 $271K
19 LPL Financial LLC 0.00% 849,288 $7.8M
20 Mirae Asset Global Investments Co., Ltd. 0.00% 540,000 $5.0M
21 Cetera Investment Advisers 0.00% 128,667 $1.2M
22 GOLDMAN SACHS GROUP INC 0.00% 661,572 $6.1M
23 SCOTIA CAPITAL INC. 0.00% 18,418 $169K
24 HRT FINANCIAL LP 0.00% 25,955 $238K
25 MORGAN STANLEY 0.00% 616,154 $5.7M
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 (GOVZ)

What does the Smart Money Trend signal show for GOVZ?

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

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 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 GOVZ holders?

Elite ownership — 53% AUM from top-100 funds: 10 of 37 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in GOVZ. 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 GOVZ?

Mixed — 38% long-term, 24% new: Of the 37 current holders: 14 (38%) held >2 years, 14 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy ISHARES TR (GOVZ) following the 2026 Q1 hedge fund 13F filings?

As of today, GOVZ has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), GOVZ has gained +291.9% vs +13.7% 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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