Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGLB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — IGLB

Based on 220 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IGLB 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
220 hedge funds hold IGLB 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IGLB is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 63% buying

131 buying76 selling
Last quarter: 131 funds were net buyers (38 opened a brand new position + 93 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IGLB position: 20 → 26 → 28 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 28% medium ■ 21% new
112 out of 220 hedge funds have held IGLB 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

48 → 20 → 26 → 28 → 38 new funds/Q
New funds entering each quarter: 20 → 26 → 28 → 38. A growing number of institutions are discovering IGLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Of 221 current holders: 118 (53%) 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.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
18 of 220 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IGLB

In 2025 Q4, 131 hedge funds were net buyers of IGLB (38 opened a new position, 93 added to an existing one), while 76 reduced or exited (58 trimmed, 18 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 220.

Hedge Fund Ownership: IGLB

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

Market Analysis: IGLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGLB

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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.

19 top-rated funds 7 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IGLB
2026 Q1 Stats Unlock in 7 days 221 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 221 203 8.87%
13F Shares 40M 35M 13.84%
Total Value $4.36B $4.15B 5.14%
New Positions 38 28 +10
Increased Positions 94 89 +5
Closed Positions 18 28 -10
Reduced Positions 60 69 -9
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: IGLB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

221 + investors

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

Top 25 institutional holders of IGLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NYL Investors LLC 7.50% 399,942 $19.8M
2 Shum Financial Group, Inc. 3.50% 99,669 $4.9M
3 CROBAN 3.37% 144,235 $7.2M
4 Thoma Capital Management LLC 3.36% 114,368 $5.7M
5 Klaas Financial Asset Advisors, LLC 3.08% 449,909 $22.3M
6 Insight Wealth Strategies, LLC 2.75% 495,996 $24.6M
7 CVS HEALTH Corp 2.34% 100,000 $5.0M
8 Arch Global Advisors, LLC 1.98% 76,439 $3.8M
9 Destiny Wealth Partners, LLC 1.37% 252,840 $12.5M
10 Onyx Bridge Wealth Group LLC 1.05% 195,963 $9.7M
11 Investors Research Corp 0.99% 104,226 $5.2M
12 Tranquilli Financial Advisor LLC 0.94% 32,413 $1.6M
13 ALLIANZ SE 0.89% 1,622,000 $80.5M
14 Motley Fool Wealth Management, LLC 0.86% 153,266 $7.6M
15 Maia Wealth LLC 0.84% 100,217 $5.0M
16 Israel Discount Bank of New York 0.75% 6,896 $342K
17 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.67% 924,345 $45.9M
18 RiverFront Investment Group, LLC 0.66% 856,466 $42.5M
19 LaSalle St. Investment Advisors, LLC 0.65% 93,264 $4.6M
20 City Center Advisors, LLC 0.46% 9,946 $494K
21 Fund Evaluation Group, LLC 0.45% 297,113 $14.7M
22 Winter & Associates, Inc. 0.44% 10,189 $506K
23 Advisors Capital Management, LLC 0.31% 535,944 $26.6M
24 TITLEIST ASSET MANAGEMENT, LLC 0.30% 79,751 $4.0M
25 CoreCap Advisors, LLC 0.29% 172,477 $8.6M
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 (IGLB)

What does the Smart Money Trend signal show for IGLB?

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

More buyers than sellers — 63% buying: Last quarter: 131 funds were net buyers (38 opened a brand new position + 93 added to an existing one). Only 76 were sellers (58 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGLB holders?

Smaller funds dominant — 16% AUM from top-100: 18 of 220 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IGLB?

51% of holders stayed for 2+ years: 112 out of 220 hedge funds have held IGLB 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.