Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IGOV)

144 + 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
↑ +4
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — IGOV

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
144 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 — +52% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+52% 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.
🟢

More buyers than sellers — 64% buying

86 buying48 selling
Last quarter: 86 funds were net buyers (24 opened a brand new position + 62 added to an existing one). Only 48 were sellers (28 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 22 → 25 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
74 out of 144 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

18 → 43 → 22 → 25 → 24 new funds/Q
New funds entering each quarter: 43 → 22 → 25 → 24. 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.
🏛️

Veteran-anchored — 58% veterans vs 36% newcomers

■ 58% veterans ■ 6% 1-2yr ■ 36% new
Entry-cohort mix of 144 holders: 84 (58%) are 2+ year veterans, 8 entered 1–2 years ago, and 52 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
24 of 144 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IGOV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 2026 Q1, 86 hedge funds were net buyers of IGOV (24 opened a new position, 62 added to an existing one), while 48 reduced or exited (28 trimmed, 20 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in IGOV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 144.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IGOV
2026 Q2 Stats Unlock in 1 days 144 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 144 139 3.6%
13F Shares 11M 9M 20.37%
Total Value $438M $373M 17.19%
New Positions 24 25 -1
Increased Positions 62 52 +10
Closed Positions 19 18 +1
Reduced Positions 28 39 -11
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 Q2)

144 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IGOV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 6.28% 82,740 $3.4M
2 Itau Unibanco Holding S.A. 5.97% 7,658,139 $314.2M
3 Aspect Partners, LLC 3.79% 247,288 $10.1M
4 DMC Group, LLC 2.58% 91,861 $3.8M
5 Topel & Distasi Wealth Management, LLC 1.67% 84,529 $3.5M
6 Checchi Capital Advisers, LLC 1.09% 587,275 $24.1M
7 Leuthold Group, LLC 1.02% 246,891 $10.1M
8 Upper Left Wealth Management, LLC 0.74% 32,734 $1.3M
9 Patriot Financial Group Insurance Agency, LLC 0.69% 164,412 $6.7M
10 VERITY Wealth Advisors 0.63% 25,245 $1.0M
11 Empirical Asset Management, LLC 0.60% 65,230 $2.7M
12 Inscription Capital, LLC 0.59% 162,506 $6.7M
13 Chapman Financial Group, LLC 0.51% 18,619 $764K
14 Haven Private, LLC 0.38% 24,127 $990K
15 BCU Wealth Advisors, LLC 0.37% 27,129 $1.1M
16 SageGuard Financial Group, LLC 0.37% 63,654 $2.6M
17 Old Peak Finance LLC 0.28% 14,103 $579K
18 Myecfo, LLC 0.26% 16,646 $683K
19 Rothschild Capital Partners, LLC 0.23% 25,894 $1.1M
20 Obsido Oy 0.22% 10,145 $416K
21 Headinvest, LLC 0.21% 28,000 $1.1M
22 Zenith Solutions, INC. 0.20% 5,357 $220K
23 Columbus Macro, LLC 0.18% 44,615 $1.8M
24 Cerity Partners OCIO LLC 0.16% 75,814 $3.1M
25 NorthCoast Asset Management LLC 0.12% 136,804 $5.6M
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 (IGOV)

What does the Smart Money Trend signal show for IGOV?

Buying streak — 5 quarters in a row: For 5 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?

More buyers than sellers — 64% buying: Last quarter: 86 funds were net buyers (24 opened a brand new position + 62 added to an existing one). Only 48 were sellers (28 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGOV holders?

Elite ownership — 46% AUM from top-100 funds: 24 of 144 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IGOV. 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 IGOV?

51% of holders stayed for 2+ years: 74 out of 144 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.

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