Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IGOV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — IGOV

Based on 134 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IGOV 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
134 hedge funds hold IGOV 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.
🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+58% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

75 buying53 selling
Last quarter: 75 funds bought or added vs 53 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.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 40 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 16% medium ■ 30% new
72 out of 134 hedge funds have held IGOV 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.
📊

Peak discovery — momentum slowing

10 → 18 → 40 → 20 → 25 new funds/Q
New funds entering each quarter: 18 → 40 → 20 → 25. IGOV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 7% 1-2yr ■ 35% new
Of 134 current holders: 77 (57%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
18 of 134 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IGOV

In 2025 Q4, 75 hedge funds were net buyers of IGOV (25 opened a new position, 50 added to an existing one), while 53 reduced or exited (36 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in IGOV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 134.

Hedge Fund Ownership: IGOV

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

Market Analysis: IGOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGOV

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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.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: IGOV
2026 Q1 Stats Unlock in 6 days 134 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 134 126 6.35%
13F Shares 9M 8M 5.14%
Total Value $363M $353M 2.83%
New Positions 25 20 +5
Increased Positions 50 48 +2
Closed Positions 17 18 -1
Reduced Positions 36 37 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGOV

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Institutional Holders (2026 Q1)

134 + investors

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

Top 25 institutional holders of IGOV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 6.47% 71,781 $2.9M
2 Aspect Partners, LLC 3.37% 200,517 $8.2M
3 DMC Group, LLC 2.37% 85,469 $3.5M
4 Topel & Distasi Wealth Management, LLC 1.72% 81,165 $3.3M
5 Checchi Capital Advisers, LLC 1.22% 588,155 $24.1M
6 LEUTHOLD GROUP, LLC 1.08% 247,992 $10.2M
7 Inscription Capital, LLC 0.74% 171,994 $7.1M
8 Patriot Financial Group Insurance Agency, LLC 0.74% 319,386 $13.1M
9 Empirical Asset Management, LLC 0.64% 58,817 $2.4M
10 CHAPMAN FINANCIAL GROUP, LLC 0.55% 18,626 $765K
11 VERITY Wealth Advisors 0.50% 18,202 $747K
12 Haven Private, LLC 0.49% 27,528 $1.1M
13 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.46% 26,827 $1.1M
14 Upper Left Wealth Management, LLC 0.45% 18,728 $769K
15 Old Peak Finance LLC 0.33% 13,838 $568K
16 Net Worth Advisory Group 0.22% 26,397 $1.1M
17 MYECFO, LLC 0.21% 12,350 $507K
18 Columbus Macro, LLC 0.20% 46,016 $1.9M
19 Euro Pacific Asset Management, LLC 0.20% 47,677 $2K
20 VIEWPOINT INVESTMENT PARTNERS CORP 0.19% 10,200 $419K
21 Covestor Ltd 0.16% 5,761 —
22 Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% 474,192 $19.5M
23 Sovereign Financial Group, Inc. 0.14% 18,948 $778K
24 NorthCoast Asset Management LLC 0.13% 134,340 $5.5M
25 Crusonia Wealth Advisors LLC 0.10% 11,749 $482K
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 (IGOV)

What does the Smart Money Trend signal show for IGOV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IGOV 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 IGOV?

Slight buying edge — 59% buying: Last quarter: 75 funds bought or added vs 53 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 IGOV holders?

Strong quality — 23% AUM from major funds: 18 of 134 holders rank in the top 100 by AUM, accounting for 23% 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 IGOV?

54% of holders stayed for 2+ years: 72 out of 134 hedge funds have held IGOV 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.