Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IFGL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — IFGL

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IFGL 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
48 funds currently hold this stock — 91% of the 3.0-year high of 53 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold IFGL compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

27 buying19 selling
Last quarter: 27 funds bought or added vs 19 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 12% medium ■ 10% new
37 out of 48 hedge funds have held IFGL 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.
💎

Buying through price weakness — shares +94%, value -8%

Value
-7%
Shares
+93%
Last quarter: funds added +94% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~7 new funds/quarter

6 → 3 → 9 → 5 → 7 new funds/Q
New funds entering each quarter: 3 → 9 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 81% of holders stayed 2+ years

■ 81% veterans ■ 8% 1-2yr ■ 10% new
Of 48 current holders: 39 (81%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
14 of 48 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IFGL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — IFGL

In 2026 Q1, 27 hedge funds were net buyers of IFGL (7 opened a new position, 20 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 41% of total institutional value in IFGL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: IFGL

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

Market Analysis: IFGL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFGL

-- --

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

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

Signal Freshness measures how much IFGL 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 · 72d ago
IFGL
nan%
SPY
+11.7%

IFGL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
IFGL
nan%
SPY
-1.7%

Since the filing became public, IFGL outperformed SPY by nan% .

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
0.3
/ 10
conviction
Hedge Fund Positioning: IFGL
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 46 4.35%
13F Shares 3M 1M 93.78%
Total Value $30M $33M -7.63%
New Positions 7 5 +2
Increased Positions 20 10 +10
Closed Positions 5 6 -1
Reduced Positions 14 22 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFGL

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 institutional holders of IFGL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Payne Capital Management, LLC 0.51% 75,560 $1.7M
2 Old Port Advisors 0.28% 54,556 $1.2M
3 COURIER CAPITAL LLC 0.21% 168,318 $3.8M
4 Dunhill Financial, LLC 0.19% 35,605 $796K
5 Financial Alternatives, Inc 0.19% 15,364 $344K
6 WESTBOURNE INVESTMENTS, INC. 0.15% 13,883 $310K
7 Upper Left Wealth Management, LLC 0.14% 10,789 $241K
8 Ariadne Wealth Management, LP 0.13% 13,040 $292K
9 Prosperity Planning, Inc. 0.09% 15,863 $355K
10 FLOW TRADERS U.S. LLC 0.05% 64,677 $1K
11 Private Wealth Management Group, LLC 0.04% 6,179 $138K
12 AWM CAPITAL, LLC 0.02% 10,680 $239K
13 Stone House Investment Management, LLC 0.01% 2,188 $49K
14 Beacon Pointe Advisors, LLC 0.01% 68,557 $1.5M
15 SBI Securities Co., Ltd. 0.01% 12,089 $270K
16 Savvy Advisors, Inc. 0.01% 10,241 $229K
17 Parkside Financial Bank & Trust 0.00% 2,883 $64K
18 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% 3,405 $76K
19 Cerity Partners LLC 0.00% 103,687 $2.3M
20 Lido Advisors, LLC 0.00% 44,792 $1.0M
21 AE Wealth Management LLC 0.00% 24,045 $538K
22 Wealthfront Advisers LLC 0.00% 52,026 $1.2M
23 Gallagher Fiduciary Advisors, LLC 0.00% 1,309,580 $59K
24 Financial Freedom, LLC 0.00% 108 $2K
25 OSAIC HOLDINGS, INC. 0.00% 15,750 $352K
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 (IFGL)

What does the Smart Money Trend signal show for IFGL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IFGL 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 IFGL?

Slight buying edge — 59% buying: Last quarter: 27 funds bought or added vs 19 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 IFGL holders?

Elite ownership — 41% AUM from top-100 funds: 14 of 48 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IFGL. 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 IFGL?

77% of holders stayed for 2+ years: 37 out of 48 hedge funds have held IFGL 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 (IFGL) following the 2026 Q1 hedge fund 13F filings?

As of today, IFGL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IFGL has gained nan% vs +11.7% 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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