Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Investments Et (IQSU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — IQSU

Based on 23 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 IQSU 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 — 88% of 3.0Y peak

88% of all-time peak
23 funds currently hold this stock — 88% of the 3.0-year high of 26 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold IQSU compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 62% buying

13 buying8 selling
Last quarter: 13 funds were net buyers (6 opened a brand new position + 7 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 2 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 30% medium ■ 17% new
12 out of 23 hedge funds have held IQSU 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.
💰

Price up while funds trimmed (+19% value, -3% shares)

Value
+18%
Shares
-3%
Last quarter: total value of institutional IQSU holdings rose +19% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~6 new funds/quarter

1 → 4 → 4 → 2 → 6 new funds/Q
New funds entering each quarter: 4 → 4 → 2 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 17% newcomers

■ 52% veterans ■ 30% 1-2yr ■ 17% new
Entry-cohort mix of 23 holders: 12 (52%) are 2+ year veterans, 7 entered 1–2 years ago, and 4 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
10 of 23 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — IQSU

In 2026 Q2, 13 hedge funds were net buyers of IQSU (6 opened a new position, 7 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: IQSU

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

Market Analysis: IQSU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQSU

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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.

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

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 20 15.0%
13F Shares 5M 5M -3.05%
Total Value $321M $271M 18.5%
New Positions 6 2 +4
Increased Positions 7 7 -
Closed Positions 3 5 -2
Reduced Positions 5 8 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQSU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 22 IQSU 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 2.07% 4,724,616 $295.7M
2 Paul R. Ried Financial Group, LLC 0.43% 15,607 $977K
3 Waterloo Capital, L.P. 0.06% 18,084 $1.1M
4 Financial Gravity Companies, Inc. 0.04% 4,374 $274K
5 Rossby Financial, LCC 0.04% 3,243 $203K
6 Seeds Investor LLC 0.02% 3,243 $203K
7 Captrust Financial Advisors 0.00% 50,514 $3.2M
8 Envestnet Asset Management Inc 0.00% 162,325 $10.2M
9 O'shaughnessy Asset Management, LLC 0.00% 2,004 $125K
10 Two Sigma Investments, LP 0.00% 8,000 $501K
11 LPL Financial LLC 0.00% 20,046 $1.3M
12 Goldman Sachs Group Inc 0.00% 50,398 $3.2M
13 Citadel Advisors LLC 0.00% 22,282 $1.4M
14 Bank of America Corp /de/ 0.00% 35,869 $2.2M
15 NewEdge Advisors, LLC 0.00% 628 $39K
16 Raymond James Financial Inc 0.00% 3,827 $240K
17 Ameriprise Financial Inc 0.00% 5,050 $316K
18 Northwestern Mutual Wealth Management Co 0.00% 1,891 $118K
19 Osaic Holdings, INC. 0.00% 636 $40K
20 Morgan Stanley 0.00% 1,733 $109K
21 Integrated Wealth Concepts LLC 0.00% 3 —
22 Fmr LLC 0.00% 94 $6K
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 (IQSU)

What does the Smart Money Trend signal show for IQSU?

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

More buyers than sellers — 62% buying: Last quarter: 13 funds were net buyers (6 opened a brand new position + 7 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IQSU holders?

Smaller funds dominant — 6% AUM from top-100: 10 of 23 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IQSU?

52% of holders stayed for 2+ years: 12 out of 23 hedge funds have held IQSU 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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