Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Investments Et (IQSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — IQSI

Based on 20 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 IQSI 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 — 87% of 3.0Y peak

87% of all-time peak
20 funds currently hold this stock — 87% of the 3.0-year high of 23 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold IQSI compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

10 buying11 selling
Last quarter: 11 funds reduced or exited vs 10 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 40% medium ■ 10% new
10 out of 20 hedge funds have held IQSI 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

5 → 4 → 2 → 1 → 4 new funds/Q
New funds entering each quarter: 4 → 2 → 1 → 4. IQSI 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 — 55% veterans vs 20% newcomers

■ 55% veterans ■ 25% 1-2yr ■ 20% new
Entry-cohort mix of 20 holders: 11 (55%) are 2+ year veterans, 5 entered 1–2 years ago, and 4 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 20 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — IQSI

In 2026 Q2, 10 hedge funds were net buyers of IQSI (4 opened a new position, 6 added to an existing one), while 11 reduced or exited (9 trimmed, 2 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: IQSI

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

Market Analysis: IQSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQSI

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: IQSI
20 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 18 11.11%
13F Shares 6M 6M 7.18%
Total Value $231M $198M 16.94%
New Positions 4 1 +3
Increased Positions 6 10 -4
Closed Positions 2 4 -2
Reduced Positions 9 6 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQSI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:
Top 19 IQSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New York Life Investment Management LLC 1.52% 5,695,211 $218.1M
2 NYL Investors LLC 1.38% 94,108 $3.6M
3 Paul R. Ried Financial Group, LLC 0.44% 26,329 $1.0M
4 Seeds Investor LLC 0.13% 32,308 $1.2M
5 Golden State Wealth Management, LLC 0.04% 10,664 $408K
6 Rossby Financial, LCC 0.03% 3,663 $140K
7 Orion Porfolio Solutions, LLC 0.01% 29,455 $1.1M
8 Silver Grove Financial Group, Inc. 0.00% 229 $9K
9 Summit Financial, LLC 0.00% 8,646 $331K
10 Harbour Investments, INC. 0.00% 3,423 $131K
11 Focus Partners Wealth 0.00% 36,840 $1.4M
12 Captrust Financial Advisors 0.00% 16,324 $625K
13 NewEdge Advisors, LLC 0.00% 2,570 $98K
14 Raymond James Financial Inc 0.00% 16,097 $616K
15 Osaic Holdings, INC. 0.00% 3,690 $141K
16 Jane Street Group, LLC 0.00% 27,267 $1.0M
17 LPL Financial LLC 0.00% 6,922 $265K
18 Morgan Stanley 0.00% 14,497 $555K
19 Bank of America Corp /de/ 0.00% 9,099 $348K
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 — New York Life Investments Et (IQSI)

What does the Smart Money Trend signal show for IQSI?

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

More sellers than buyers — 48% buying: Last quarter: 11 funds reduced or exited vs 10 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 IQSI holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 20 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IQSI?

50% of holders stayed for 2+ years: 10 out of 20 hedge funds have held IQSI 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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