Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
79%

Smart Money Signals — IBIG

Based on 19 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
19 hedge funds hold IBIG right now — the highest count in 2.5 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 — +111% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+111% 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 — 79% buying

15 buying4 selling
Last quarter: 15 funds were net buyers (3 opened a brand new position + 12 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

■ 11% conviction (2yr+) ■ 32% medium ■ 58% new
Only 2 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~3 new funds/quarter

3 → 3 → 5 → 5 → 3 new funds/Q
New funds entering each quarter: 3 → 5 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 68% of holders entered in last year

■ 0% veterans ■ 32% 1-2yr ■ 68% new
Of 19 current holders: 13 (68%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
5 of 19 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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 — IBIG

In 2025 Q4, 15 hedge funds were net buyers of IBIG (3 opened a new position, 12 added to an existing one), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 19.

Hedge Fund Ownership: IBIG

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

Market Analysis: IBIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBIG

-- --

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

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

Signal Freshness measures how much IBIG 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 · 51d ago
IBIG
+2.0%
SPY
+14.0%

IBIG outperformed SPY by -12.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
IBIG
-0.2%
SPY
+0.3%

Since the filing became public, IBIG outperformed SPY by -0.5% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IBIG
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 19 26.32%
13F Shares 2M 2M 10.19%
Total Value $64M $59M 9.21%
New Positions 7 3 +4
Increased Positions 9 12 -3
Closed Positions 2 3 -1
Reduced Positions 4 1 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBIG

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Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 24 institutional holders of IBIG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TRUE Private Wealth Advisors 3.49% 1,392,742 $36.6M
2 Quantum Financial Advisors, LLC 0.82% 278,489 $7.3M
3 Bradley & Co. Private Wealth Management, LLC 0.39% 28,300 $743K
4 JIM SAULNIER & ASSOCIATES, LLC 0.32% 25,189 $661K
5 MKT Advisors LLC 0.20% 22,665 $595K
6 4Thought Financial Group Inc. 0.17% 13,380 $351K
7 ARK & TLK INVESTMENTS, LLC 0.13% 18,825 $494K
8 CENTRAL TRUST Co 0.04% 69,638 $1.8M
9 D.A. DAVIDSON & CO. 0.02% 151,874 $4.0M
10 FLOW TRADERS U.S. LLC 0.02% 24,264 —
11 Tower Research Capital LLC (TRC) 0.02% 28,557 $750K
12 McIlrath & Eck, LLC 0.00% 1,837 $48K
13 RAYMOND JAMES FINANCIAL INC 0.00% 155,410 $4.1M
14 NewEdge Advisors, LLC 0.00% 17,914 $18K
15 OSAIC HOLDINGS, INC. 0.00% 16,852 $442K
16 Parallel Advisors, LLC 0.00% 1,136 $30K
17 Creative Planning 0.00% 11,826 $311K
18 CITADEL ADVISORS LLC 0.00% 40,561 $1.1M
19 GOLDMAN SACHS GROUP INC 0.00% 48,275 $1.3M
20 Steward Partners Investment Advisory, LLC 0.00% 785 $21K
21 LPL Financial LLC 0.00% 13,444 $353K
22 ROYAL BANK OF CANADA 0.00% 13,411 $352K
23 BlackRock, Inc. 0.00% 100,249 $2.6M
24 UBS Group AG 0.00% 63 $2K
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 (IBIG)

What does the Smart Money Trend signal show for IBIG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IBIG?

More buyers than sellers — 79% buying: Last quarter: 15 funds were net buyers (3 opened a brand new position + 12 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBIG holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 19 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IBIG?

Mostly new holders — 58% entered in last year: Only 2 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, IBIG has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), IBIG has gained +2.0% vs +14.0% 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.

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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