Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGE)

145 + 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
↑ +9
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IGE

Based on 145 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 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
145 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 — +7% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

77 buying52 selling
Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 52 were sellers (41 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 11 → 22 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 26% medium ■ 14% new
88 out of 145 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.
💰

Value +31% but shares only +9% — price-driven

Value
+31%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

22 → 16 → 11 → 22 → 20 new funds/Q
New funds entering each quarter: 16 → 11 → 22 → 20. 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.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 25% new
Of 145 current holders: 95 (66%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
17 of 145 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IGE
2026 Q1 Stats Unlock in 11 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 136 6.62%
13F Shares 7M 7M 9.39%
Total Value $436M $332M 31.25%
New Positions 20 22 -2
Increased Positions 57 41 +16
Closed Positions 11 21 -10
Reduced Positions 41 44 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGE

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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) --
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Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of IGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CITIZENS & NORTHERN CORP 7.37% 469,769 $29.6M
2 American Wealth Advisors, LLC 2.10% 31,990 $2.0M
3 Zeit Capital LLC 1.93% 45,899 $2.9M
4 MinichMacGregor Wealth Management, LLC 1.41% 127,042 $8.0M
5 Sachetta, LLC 1.35% 39,650 $2.5M
6 Monument Capital Management 1.26% 79,801 $5.0M
7 Factor Wealth Management LTD 1.15% 96,957 $6.1M
8 Wealthcare Capital Partners, LLC 1.01% 34,417 $2.2M
9 Courage Miller Partners, LLC 0.98% 55,023 $3.5M
10 Midwest Professional Planners, LTD. 0.85% 57,384 $3.6M
11 Windward Private Wealth Management Inc. 0.78% 36,031 $2.3M
12 Sowa Financial Group, Inc. 0.74% 23,575 $1.5M
13 Q3 Asset Management 0.42% 27,653 $2K
14 GUIDANCE CAPITAL, INC 0.41% 29,325 $1.8M
15 HARMONY ASSET MANAGEMENT LLC 0.30% 15,650 $985K
16 INTERACTIVE FINANCIAL ADVISORS, INC. 0.28% 6,896 $434K
17 Wealthcare Advisory Partners LLC 0.28% 230,064 $14.5M
18 Outlook Wealth Advisors, LLC 0.28% 18,272 $1.2M
19 ARKANSAS FINANCIAL GROUP, INC. 0.25% 28,859 $1.8M
20 Redhawk Wealth Advisors, Inc. 0.23% 33,479 $2.1M
21 Family Investment Center, Inc. 0.20% 16,433 $1.0M
22 GFS Advisors, LLC 0.18% 41,405 $1.4M
23 Mezzasalma Advisors, LLC 0.14% 8,840 $556K
24 Cooper Financial Group 0.14% 22,075 $1.4M
25 Kesler, Norman & Wride, LLC 0.12% 10,951 $689K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 60% buying: Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 52 were sellers (41 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGE holders?

Elite ownership — 48% AUM from top-100 funds: 17 of 145 holders are among the 100 largest funds by AUM, controlling 48% 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?

61% of holders stayed for 2+ years: 88 out of 145 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.