Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — IGE

Based on 171 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IGE 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
171 hedge funds hold IGE 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

93 buying72 selling
Last quarter: 93 funds bought or added vs 72 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new IGE position: 12 → 23 → 20 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
95 out of 171 hedge funds have held IGE 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.
🚀

Acceleration phase — new buyers rushing in

17 → 12 → 23 → 20 → 40 new funds/Q
New funds entering each quarter: 12 → 23 → 20 → 40. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 171 holders: 107 (63%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
21 of 171 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IGE

In 2026 Q1, 93 hedge funds were net buyers of IGE (40 opened a new position, 53 added to an existing one), while 72 reduced or exited (52 trimmed, 20 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in IGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 171.

Hedge Fund Ownership: IGE

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

Market Analysis: IGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGE

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IGE
2026 Q2 Stats Unlock in 1 days 171 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 171 150 14.0%
13F Shares 8M 7M 7.6%
Total Value $499M $439M 13.79%
New Positions 40 20 +20
Increased Positions 53 58 -5
Closed Positions 19 11 +8
Reduced Positions 52 42 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGE

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Institutional Holders (2026 Q2)

171 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IGE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Citizens & Northern Corp 5.49% 427,918 $24.0M
2 Chicago Wealth Management, Inc. 2.19% 109,862 $6.2M
3 American Wealth Advisors, LLC 1.68% 31,803 $1.8M
4 Zeit Capital LLC 1.56% 45,953 $2.6M
5 Sachetta, LLC 1.04% 38,087 $2.1M
6 Factor Wealth Management LTD 0.89% 104,309 $5.9M
7 Wealthcare Capital Partners, LLC 0.83% 35,583 $2.0M
8 Courage Miller Partners, LLC 0.82% 55,580 $3.1M
9 Windward Private Wealth Management Inc. 0.63% 35,116 $2.0M
10 Sowa Financial Group, Inc. 0.55% 21,171 $1.2M
11 Guidance Capital, Inc 0.40% 32,498 $1.9M
12 Prime Buchholz LLC 0.31% 15,420 $866K
13 Wealthcare Advisory Partners LLC 0.28% 261,750 $14.7M
14 Outlook Wealth Advisors, LLC 0.24% 19,483 $1.1M
15 Ameritas Investment Partners, Inc. 0.23% 154,661 $8.7M
16 Interactive Financial Advisors, INC. 0.23% 7,365 $378K
17 Arkansas Financial Group, INC. 0.21% 29,175 $1.6M
18 Asset Management Group, Inc. 0.20% 24,003 $1.3M
19 Family Investment Center, Inc. 0.17% 18,137 $1.0M
20 Nikulski Financial, Inc. 0.16% 13,310 $748K
21 Barnes Wealth Management Group, Inc 0.14% 5,422 $305K
22 Cooper Financial Group 0.11% 22,598 $1.3M
23 KKM Financial LLC 0.10% 13,082 $735K
24 Mezzasalma Advisors, LLC 0.10% 8,885 $499K
25 Kesler, Norman & Wride, LLC 0.10% 10,967 $616K
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 (IGE)

What does the Smart Money Trend signal show for IGE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IGE 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 IGE?

Slight buying edge — 56% buying: Last quarter: 93 funds bought or added vs 72 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 IGE holders?

Elite ownership — 49% AUM from top-100 funds: 21 of 171 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IGE. 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 IGE?

56% of holders stayed for 2+ years: 95 out of 171 hedge funds have held IGE 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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