Stock Analysis
Data Source: SEC EDGAR 13F
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ISHARES TR (IDGT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — IDGT

Based on 55 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IDGT 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
55 hedge funds hold IDGT 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 — +45% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+45% 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 — 73% buying

35 buying13 selling
Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 7 → 10 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 25% new

36% conviction (2yr+) 38% medium 25% new
Of the 55 current holders: 20 (36%) held >2 years, 21 held 1–2 years, and 14 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.
💎

Buying through price weakness — shares +196%, value +119%

Value
+119%
Shares
+195%
Last quarter: funds added +196% more shares while total portfolio value only changed +119%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

16 → 10 → 7 → 10 → 10 new funds/Q
New funds entering each quarter: 10 → 7 → 10 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 5% 1-2yr 44% new
Of 55 current holders: 28 (51%) 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 — 64% AUM from top-100 funds

64% from top-100 AUM funds
12 of 55 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in IDGT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — IDGT

In 2025 Q4, 35 hedge funds were net buyers of IDGT (10 opened a new position, 25 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 64% of total institutional value in IDGT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: IDGT

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

Market Analysis: IDGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDGT

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IDGT
2026 Q1 Stats Unlock in 5 days 55 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 55 50 10.0%
13F Shares 2M 690K 195.93%
Total Value $131M $60M 119.47%
New Positions 10 10 -
Increased Positions 25 22 +3
Closed Positions 5 5 -
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDGT

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

Top 25 institutional holders of IDGT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aprio Wealth Management, LLC 1.12% 210,424 $20.6M
2 High Point Wealth Management, LLC 0.30% 3,165 $310K
3 Haven Private, LLC 0.09% 2,170 $212K
4 VestGen Advisors, LLC 0.09% 27,719 $3.3M
5 Krilogy Financial LLC 0.04% 11,275 $1.3M
6 Manchester Capital Management LLC 0.03% 2,250 $220K
7 THRIVENT FINANCIAL FOR LUTHERANS 0.01% 54,844 $5K
8 Parallel Advisors, LLC 0.01% 5,766 $564K
9 MML INVESTORS SERVICES, LLC 0.01% 31,938 $3.1M
10 Tidemark, LLC 0.01% 240 $23K
11 Steward Partners Investment Advisory, LLC 0.00% 8,501 $831K
12 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 582 $58K
13 Cetera Investment Advisers 0.00% 37,476 $3.7M
14 Estabrook Capital Management 0.00% 200 $20K
15 Wealthspire Advisors, LLC 0.00% 3,000 $293K
16 LPL Financial LLC 0.00% 84,409 $8.3M
17 Spire Wealth Management 0.00% 390 $38K
18 RAYMOND JAMES FINANCIAL INC 0.00% 38,613 $3.8M
19 Janney Montgomery Scott LLC 0.00% 4,667
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 40,802 $4.0M
21 TD Waterhouse Canada Inc. 0.00% 2,775 $275K
22 TRUIST FINANCIAL CORP 0.00% 6,076 $594K
23 Aptus Capital Advisors, LLC 0.00% 928 $91K
24 PRIVATE TRUST CO NA 0.00% 46 $4K
25 Capital Analysts, LLC 0.00% 138
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 (IDGT)

What does the Smart Money Trend signal show for IDGT?

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

More buyers than sellers — 73% buying: Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDGT holders?

Elite ownership — 64% AUM from top-100 funds: 12 of 55 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in IDGT. 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 IDGT?

Mixed — 36% long-term, 25% new: Of the 55 current holders: 20 (36%) held >2 years, 21 held 1–2 years, and 14 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.

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.