Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IAGG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — IAGG

Based on 576 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IAGG 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
576 hedge funds hold IAGG 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.
🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q
+210 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

426 buying166 selling
Last quarter: 426 funds were net buyers (99 opened a brand new position + 327 added to an existing one). Only 166 were sellers (112 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new IAGG position: 38 → 193 → 72 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 18% medium ■ 39% new
247 out of 576 hedge funds have held IAGG 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.
📊

Peak discovery — momentum slowing

49 → 38 → 193 → 72 → 99 new funds/Q
New funds entering each quarter: 38 → 193 → 72 → 99. IAGG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 11% 1-2yr ■ 43% new
Of 576 current holders: 264 (46%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
22 of 576 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IAGG

In 2025 Q4, 426 hedge funds were net buyers of IAGG (99 opened a new position, 327 added to an existing one), while 166 reduced or exited (112 trimmed, 54 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in IAGG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 576.

Hedge Fund Ownership: IAGG

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

Market Analysis: IAGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAGG

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 18 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IAGG
2026 Q1 Stats Unlock in 8 days 576 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 576 532 8.27%
13F Shares 191M 183M 4.12%
Total Value $9.50B $9.35B 1.59%
New Positions 99 72 +27
Increased Positions 327 316 +11
Closed Positions 55 59 -4
Reduced Positions 112 100 +12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAGG

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)

576 + investors

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

Top 25 institutional holders of IAGG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 14.97% 9,753,565 $488.1M
2 Nationwide Fund Advisors 12.19% 5,567,707 $278.6M
3 PRUDENT INVESTORS NETWORK, INC. 9.46% 867,905 $43.4M
4 Values Added Financial LLC 6.97% 330,887 $16.6M
5 NYL Investors LLC 6.66% 352,312 $17.6M
6 Boston Standard Wealth Management, LLC 6.64% 813,058 $40.5M
7 LANDMARK WEALTH MANAGEMENT, INC. 6.63% 351,148 $17.6M
8 Trinity Wealth Management, LLC 6.20% 337,696 $16.9M
9 DORVAL Corp 5.87% 378,343 $18.9M
10 Financial Gravity Asset Management, Inc. 5.60% 629,064 $31.5M
11 Xena Financial Planning, LLC 5.59% 98,980 $5.0M
12 AMARILLO NATIONAL BANK 5.27% 596,651 $29.9M
13 N.E.W. Advisory Services LLC 4.53% 1,210,409 $60.6M
14 PENOBSCOT WEALTH MANAGEMENT 4.52% 305,735 $15.3M
15 Mason & Associates, LLC 4.20% 366,684 $18.3M
16 Boyd Wealth Management, LLC 3.51% 165,810 $8.3M
17 CURTIS WEALTH MANAGEMENT LLC 3.14% 66,850 $3.3M
18 Granite Bay Wealth Management, LLC 2.93% 275,375 $13.7M
19 ALTERNA WEALTH MANAGEMENT, INC 2.88% 75,903 $3.8M
20 Kelly Financial Services LLC 2.80% 232,388 $11.6M
21 GDS Wealth Management 2.79% 928,734 $46.5M
22 True Link Financial Advisors, LLC 2.77% 897,660 $44.9M
23 Midwestern Financial, LLC /IA 2.66% 67,458 $3.4M
24 FFG RETIREMENT ADVISORS LLC 2.65% 90,953 $4.6M
25 WealthNavi Inc. 2.62% 6,048,314 $303K
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 (IAGG)

What does the Smart Money Trend signal show for IAGG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IAGG 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 IAGG?

More buyers than sellers — 72% buying: Last quarter: 426 funds were net buyers (99 opened a brand new position + 327 added to an existing one). Only 166 were sellers (112 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAGG holders?

Strong quality — 33% AUM from major funds: 22 of 576 holders rank in the top 100 by AUM, accounting for 33% 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 IAGG?

43% of holders stayed for 2+ years: 247 out of 576 hedge funds have held IAGG 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.