Ishares Tr (IAGG) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (IAGG) following the 2026 Q2 hedge fund 13F filings?

As of today, IAGG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IAGG gained -1.4% vs +4.0% 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.

Ishares Tr (IAGG)

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

Smart Money Signals — IAGG

Based on 662 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

662 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 — +73% more funds vs a year ago

fund count last 6Q

+279 new funds entered over the past year (+73% 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 — 74% buying

490 buying175 selling

Last quarter: 490 funds were net buyers (103 opened a brand new position + 387 added to an existing one). Only 175 were sellers (118 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 207 → 78 → 109 → 103. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 32% medium ■ 29% new

262 out of 662 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

43 → 207 → 78 → 109 → 103 new funds/Q

New funds entering each quarter: 207 → 78 → 109 → 103. 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.

🏛️

Veteran-anchored — 44% veterans vs 45% newcomers

■ 44% veterans ■ 11% 1-2yr ■ 45% new

Entry-cohort mix of 662 holders: 288 (44%) are 2+ year veterans, 74 entered 1–2 years ago, and 300 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

28 of 659 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IAGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	656	615	6.67%
13F Shares	205M	193M	6.06%
Total Value	$9.56B	$9.54B	0.16%
New Positions	100	109	-9
Increased Positions	386	343	+43
Closed Positions	59	59	-
Reduced Positions	117	121	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

656

615

6.67%

13F Shares

205M

193M

6.06%

Total Value

$9.56B

$9.54B

0.16%

New Positions

100

109

-9

Increased Positions

386

343

+43

Closed Positions

Reduced Positions

117

121

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

656 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IAGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Matson Money. Inc.	14.20%	10,062,129	$509.7M
2	Nationwide Fund Advisors	11.77%	3,439,200	$284.9M
3	Prudent Investors Network, INC.	8.55%	872,594	$44.2M
4	Values Added Financial LLC	7.25%	396,650	$20.1M
5	NYL Investors LLC	6.75%	347,798	$17.6M
6	Landmark Wealth Management, INC.	6.67%	398,519	$20.2M
7	Boston Standard Wealth Management, LLC	6.19%	849,268	$42.6M
8	DORVAL Corp	5.61%	385,459	$19.5M
9	Penobscot Wealth Management	5.45%	402,313	$20.4M
10	Financial Gravity Companies, Inc.	5.26%	640,614	$32.4M
11	Xena Financial Planning, LLC	5.08%	104,732	$5.3M
12	Amarillo National Bank	4.84%	596,651	$30.2M
13	N.E.W. Advisory Services LLC	4.42%	1,307,184	$66.1M
14	SageView Advisory Group, LLC	4.02%	2,200,991	$110.1M
15	Trinity Wealth Management, LLC	4.02%	250,098	$12.7M
16	Mason & Associates, LLC	3.93%	373,233	$18.9M
17	Forum Private Client Group LLC	2.80%	185,890	$9.4M
18	Kroeger Financial Partners	2.80%	57,250	$2.9M
19	Allstreet Capital Advisors LLC	2.78%	75,177	$3.8M
20	Ffg Retirement Advisors LLC	2.63%	98,228	$5.0M
21	Midwestern Financial, LLC /IA	2.51%	70,882	$3.6M
22	GDS Wealth Management	2.50%	1,038,310	$52.5M
23	Moneywise, INC.	2.43%	128,729	$6.5M
24	Blossom Wealth Management	2.34%	32,824	$1.7M
25	Camelot Technology Advisors, INC.	2.31%	68,003	$3.4M

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 — 4 quarters in a row: For 4 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 — 74% buying: Last quarter: 490 funds were net buyers (103 opened a brand new position + 387 added to an existing one). Only 175 were sellers (118 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAGG holders?

Elite ownership — 44% AUM from top-100 funds: 28 of 659 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IAGG. 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 IAGG?

40% of holders stayed for 2+ years: 262 out of 662 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.

Is it too late to buy Ishares Tr (IAGG) following the 2026 Q2 hedge fund 13F filings?

As of today, IAGG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IAGG has gained -1.4% vs +4.0% 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IAGG)

Smart Money Signals — IAGG

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +73% more funds vs a year ago

More buyers than sellers — 74% buying

Fewer new buyers each quarter (-6 vs last Q)

40% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 44% veterans vs 45% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — IAGG

Hedge Fund Ownership: IAGG

Market Analysis: IAGG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAGG

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

Hedge Fund Positioning: IAGG

Statistics: IAGG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IAGG)

Welcome to 13Foresight!