Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (IGBH)

51 + Investors. Track Smart Money conviction in IGBH. 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
↑ +3
Streak
6Q ▲
Buyers last Q
65%

Smart Money Signals — IGBH

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IGBH 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
51 hedge funds hold IGBH 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 — +34% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+34% 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 — 65% buying

33 buying18 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 22% medium 33% new
23 out of 51 hedge funds have held IGBH 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.
📈

Growing discovery — still being found

8 → 8 → 10 → 9 → 11 new funds/Q
New funds entering each quarter: 8 → 10 → 9 → 11. A growing number of institutions are discovering IGBH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 33% newcomers

51% veterans 16% 1-2yr 33% new
Entry-cohort mix of 51 holders: 26 (51%) are 2+ year veterans, 8 entered 1–2 years ago, and 17 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
11 of 51 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IGBH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — IGBH

In 2026 Q2, 33 hedge funds were net buyers of IGBH (11 opened a new position, 22 added to an existing one), while 18 reduced or exited (10 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in IGBH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: IGBH

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

Market Analysis: IGBH

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGBH

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IGBH
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 48 6.25%
13F Shares 4M 3M 33.85%
Total Value $103M $75M 37.28%
New Positions 11 9 +2
Increased Positions 22 21 +1
Closed Positions 8 8 -
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGBH

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Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 IGBH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantum Financial Partners LLC 3.53% 281,200 $6.9M
2 Sound Income Strategies, LLC 0.26% 233,036 $5.7M
3 Integrity Alliance, LLC. 0.15% 190,387 $4.7M
4 NorthCoast Asset Management LLC 0.14% 259,244 $6.4M
5 McNaughton Wealth Management, LLC 0.12% 13,500 $332K
6 International Assets Investment Management, LLC 0.06% 38,042 $937K
7 Brand Asset Management Group, Inc. 0.05% 8,392 $206K
8 Merit Financial Group, LLC 0.03% 175,271 $4.3M
9 Ameritas Advisory Services, LLC 0.02% 43,835 $1.1M
10 Signature Equity Partners, LLC 0.02% 1,769 $43K
11 Destination Wealth Management 0.02% 31,185 $767K
12 Equitable Holdings, Inc. 0.02% 121,141 $3.0M
13 Trilogy Capital Inc. 0.01% 9,207 $226K
14 Oppenheimer & Co Inc 0.01% 33,173 $815K
15 Truist Financial Corp 0.01% 262,403 $6.4M
16 Commonwealth Equity Services, LLC 0.00% 157,880 $3.9M
17 Kestra Advisory Services, LLC 0.00% 59,791 $1.5M
18 Diversify Advisory Services, LLC 0.00% 10,069 $244K
19 Diversify Wealth Management, LLC 0.00% 10,069 $244K
20 Triumph Capital Management 0.00% 770 $19K
21 Mml Investors Services, LLC 0.00% 66,437 $1.6M
22 Mcguire Capital Advisors Inc 0.00% 202 $5K
23 Key Capital Management, INC 0.00% 165 $4K
24 Cetera Investment Advisers 0.00% 75,368 $1.9M
25 LPL Financial LLC 0.00% 291,175 $7.2M
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 U S ETF Tr (IGBH)

What does the Smart Money Trend signal show for IGBH?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IGBH 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 IGBH?

More buyers than sellers — 65% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGBH holders?

Elite ownership — 45% AUM from top-100 funds: 11 of 51 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IGBH. 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 IGBH?

45% of holders stayed for 2+ years: 23 out of 51 hedge funds have held IGBH 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.

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