Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — IGEB

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IGEB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
179 funds currently hold this stock — 80% of the 3.0-year high of 224 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

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

fund count last 6Q
+26 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.
🟠

More sellers than buyers — 49% buying

98 buying103 selling
Last quarter: 103 funds reduced or exited vs 98 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 22 → 28 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 24% new

■ 36% conviction (2yr+) ■ 40% medium ■ 24% new
Of the 179 current holders: 65 (36%) held >2 years, 71 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~27 new funds/quarter

12 → 33 → 22 → 28 → 27 new funds/Q
New funds entering each quarter: 33 → 22 → 28 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 30% new entrants

■ 33% veterans ■ 37% 1-2yr ■ 30% new
Of 179 current holders: 59 (33%) held 2+ years, 67 held 1–2 years, 53 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
16 of 179 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — IGEB

In 2026 Q1, 98 hedge funds were net buyers of IGEB (27 opened a new position, 71 added to an existing one), while 103 reduced or exited (68 trimmed, 35 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 37% of total institutional value in IGEB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 179.

Hedge Fund Ownership: IGEB

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

Market Analysis: IGEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGEB

-- --

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

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

Signal Freshness measures how much IGEB 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 · 71d ago
IGEB
+8.0%
SPY
+13.7%

IGEB outperformed SPY by -5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
IGEB
+0.3%
SPY
+0.0%

Since the filing became public, IGEB outperformed SPY by +0.3% .

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.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IGEB
178 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 178 187 -4.81%
13F Shares 27M 29M -7.0%
Total Value $1.10B $1.31B -15.48%
New Positions 26 28 -2
Increased Positions 71 101 -30
Closed Positions 35 21 +14
Reduced Positions 68 44 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGEB

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Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

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

QUARTER:
Top 25 institutional holders of IGEB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ameliora Wealth Management Ltd. 6.10% 424,623 $19.1M
2 WALLER FINANCIAL PLANNING GROUP, INC 6.09% 612,366 $27.6M
3 DORVAL Corp 5.58% 399,159 $18.0M
4 Hoese & Co LLP 3.64% 108,824 $4.9M
5 Stratos Investment Management, LLC 2.13% 1,179,255 $53.1M
6 CPA Asset Management Group, LLC 1.94% 128,160 $5.8M
7 Altus Wealth Management, LLC 1.40% 69,944 $3.2M
8 BlueStem Wealth Partners, LLC 1.36% 270,984 $12.2M
9 Lunt Capital Management, Inc. 1.35% 77,873 $3.5M
10 Hennion & Walsh Asset Management, Inc. 1.19% 782,966 $35.3M
11 Helium Advisors LLC 1.12% 26,123 $1.2M
12 Breakwater Capital Group 1.07% 176,984 $8.0M
13 FreeGulliver LLC 1.05% 55,274 $2.5M
14 Accel Wealth Management 1.05% 89,157 $4.0M
15 Daybright Advisory Services, Inc. 1.04% 83,650 $3.8M
16 Kelly Financial Services LLC 0.99% 90,342 $4.1M
17 Shared Vision Wealth Group LLC 0.88% 47,666 $2.1M
18 Keystone Wealth Services, LLC 0.83% 86,604 $3.9M
19 Two West Capital Advisors LLC 0.82% 34,553 $1.6M
20 LOCKERMAN FINANCIAL GROUP, INC. 0.82% 10,095 $455K
21 Paller Financial Services Inc 0.80% 21,475 $968K
22 Cadia Private Client LLC 0.75% 20,608 $941K
23 Fermata Advisors, LLC 0.61% 59,642 $2.7M
24 Madson Wealth Advisors Inc 0.55% 14,658 $660K
25 1620 INVESTMENT ADVISORS, INC. 0.46% 15,109 $681K
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 (IGEB)

What does the Smart Money Trend signal show for IGEB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IGEB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IGEB?

More sellers than buyers — 49% buying: Last quarter: 103 funds reduced or exited vs 98 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IGEB holders?

Strong quality — 37% AUM from major funds: 16 of 179 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IGEB?

Mixed — 36% long-term, 24% new: Of the 179 current holders: 65 (36%) held >2 years, 71 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy ISHARES TR (IGEB) following the 2026 Q1 hedge fund 13F filings?

As of today, IGEB has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), IGEB has gained +8.0% vs +13.7% 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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