Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGEB)

190 + 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
↑ +11
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — IGEB

Based on 190 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IGEB 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 — 84% of 3.0Y peak

84% of all-time peak
190 funds currently hold this stock — 84% of the 3.0-year high of 225 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+12 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

116 buying76 selling
Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 76 were sellers (57 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 28 → 27 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 36% medium ■ 22% new
79 out of 190 hedge funds have held IGEB 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

34 → 22 → 28 → 27 → 30 new funds/Q
New funds entering each quarter: 22 → 28 → 27 → 30. A growing number of institutions are discovering IGEB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 30% new entrants

■ 36% veterans ■ 34% 1-2yr ■ 30% new
Of 190 current holders: 68 (36%) held 2+ years, 65 held 1–2 years, 57 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
15 of 190 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IGEB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
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 Q2, 116 hedge funds were net buyers of IGEB (30 opened a new position, 86 added to an existing one), while 76 reduced or exited (57 trimmed, 19 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in IGEB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 190.

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

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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.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IGEB
190 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 190 179 6.15%
13F Shares 29M 27M 8.37%
Total Value $1.20B $1.10B 9.04%
New Positions 30 27 +3
Increased Positions 86 71 +15
Closed Positions 19 36 -17
Reduced Positions 57 68 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGEB

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Institutional Holders (2026 Q2)

190 + 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 IGEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waller Financial Planning Group, Inc 5.80% 624,286 $28.2M
2 Ameliora Wealth Management Ltd. 5.76% 429,861 $19.4M
3 DORVAL Corp 5.30% 408,504 $18.4M
4 Hoese & Co LLP 3.21% 109,648 $4.9M
5 Kelly Financial Services LLC 2.45% 253,415 $11.4M
6 Stratos Investment Management, LLC 2.00% 1,224,464 $55.2M
7 Lunt Capital Management, Inc. 1.36% 82,063 $3.7M
8 Altus Wealth Management, LLC 1.20% 69,168 $3.1M
9 Systelligence, LLC 1.19% 158,594 $7.2M
10 Hennion & Walsh Asset Management, Inc. 1.11% 861,241 $38.9M
11 Lockerman Financial Group, INC. 1.02% 14,850 $670K
12 BlueStem Wealth Partners, LLC 1.02% 226,998 $10.2M
13 Accel Wealth Management 0.89% 88,009 $4.0M
14 FreeGulliver LLC 0.82% 51,784 $2.3M
15 Keystone Wealth Services, LLC 0.77% 91,376 $4.1M
16 Paller Financial Services Inc 0.75% 22,255 $1.0M
17 Breakwater Capital Group 0.74% 135,818 $6.1M
18 Heck Capital Advisors, LLC 0.73% 269,354 $12.2M
19 Shared Vision Wealth Group LLC 0.72% 46,216 $2.1M
20 Two West Capital Advisors LLC 0.63% 28,237 $1.3M
21 Cadia Private Client LLC 0.61% 18,881 $852K
22 Madson Wealth Advisors Inc 0.46% 14,861 $670K
23 Forte Asset Management LLC 0.45% 24,440 $1.1M
24 Fermata Advisors, LLC 0.41% 45,087 $2.0M
25 Larch Capital Partners LLC 0.41% 63,720 $2.9M
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?

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

More buyers than sellers — 60% buying: Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 76 were sellers (57 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGEB holders?

Elite ownership — 44% AUM from top-100 funds: 15 of 190 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IGEB. 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 IGEB?

42% of holders stayed for 2+ years: 79 out of 190 hedge funds have held IGEB 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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