Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRINCIPAL EXCHANGE TRADED FD (IG)

18 + Investors. Track Smart Money conviction in IG. 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
72%

Smart Money Signals — IG

Based on 20 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IG 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 — 87% of 3.0Y peak

87% of all-time peak
20 funds currently hold this stock — 87% of the 3.0-year high of 23 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 72% buying

13 buying5 selling
Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
11 out of 20 hedge funds have held IG 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

4 → 3 → 6 → 2 → 5 new funds/Q
New funds entering each quarter: 3 → 6 → 2 → 5. IG 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 — 45% of holders stayed 2+ years

■ 45% veterans ■ 25% 1-2yr ■ 30% new
Of 20 current holders: 9 (45%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
9 of 20 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — IG

In 2025 Q4, 13 hedge funds were net buyers of IG (5 opened a new position, 8 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in IG 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: 20.

Hedge Fund Ownership: IG

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

Market Analysis: IG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IG

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IG
2026 Q1 Stats Unlock in 3 days 18 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 18 17 5.88%
13F Shares 10M 7M 30.88%
Total Value $204M $157M 29.58%
New Positions 4 2 +2
Increased Positions 8 9 -1
Closed Positions 3 5 -2
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 24 institutional holders of IG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.57% 239,466 $4.9M
2 PRINCIPAL SECURITIES, INC. 1.47% 4,852,973 $100.2M
3 Spartan Wealth Advisory Services LLC 0.92% 509,255 $10.5M
4 Insight Wealth Partners, LLC 0.66% 226,628 $4.7M
5 ENVESTNET ASSET MANAGEMENT INC 0.03% 4,748,867 $98.0M
6 Gladstone Institutional Advisory LLC 0.01% 9,716 $201K
7 RAYMOND JAMES FINANCIAL INC 0.01% 953,027 $19.7M
8 AlphaCore Capital LLC 0.01% 11,762 $243K
9 Sound Income Strategies, LLC 0.00% 2,441 $50K
10 Mariner, LLC 0.00% 96,224 $2.0M
11 PRIVATE TRUST CO NA 0.00% 1,000 $21K
12 Smartleaf Asset Management LLC 0.00% 1,523 $31K
13 PRINCIPAL FINANCIAL GROUP INC 0.00% 47,103 $969K
14 ROYAL BANK OF CANADA 0.00% 76,048 $1.6M
15 GOLDMAN SACHS GROUP INC 0.00% 96,715 $2.0M
16 CITADEL ADVISORS LLC 0.00% 54,980 $1.1M
17 IFP Advisors, Inc 0.00% 243 $5K
18 JANE STREET GROUP, LLC 0.00% 36,230 $748K
19 LPL Financial LLC 0.00% 15,500 $320K
20 Pinnacle Bancorp, Inc. 0.00% 13 —
21 Ascentis Independent Advisors 0.00% 25 —
22 Capital Investment Advisory Services, LLC 0.00% 8 —
23 MORGAN STANLEY 0.00% 2 —
24 WELLS FARGO & COMPANY/MN 0.00% — —
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 — PRINCIPAL EXCHANGE TRADED FD (IG)

What does the Smart Money Trend signal show for IG?

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

More buyers than sellers — 72% buying: Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IG holders?

Elite ownership — 44% AUM from top-100 funds: 9 of 20 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IG. 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 IG?

55% of holders stayed for 2+ years: 11 out of 20 hedge funds have held IG 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.