Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IUSG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — IUSG

Based on 820 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IUSG 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
820 hedge funds hold IUSG 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

349 buying298 selling
Last quarter: 349 funds bought or added vs 298 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.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new IUSG position: 60 → 98 → 63 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
496 out of 820 hedge funds have held IUSG 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.
➡️

Steady discovery — ~100 new funds/quarter

103 → 60 → 98 → 63 → 100 new funds/Q
New funds entering each quarter: 60 → 98 → 63 → 100. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 822 current holders: 508 (62%) 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.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
25 of 820 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in IUSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: IUSG

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

Market Analysis: IUSG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IUSG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 25 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: IUSG
2026 Q1 Stats Unlock in 11 days 822 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 822 760 8.16%
13F Shares 121M 112M 7.69%
Total Value $19.88B $18.48B 7.61%
New Positions 102 63 +39
Increased Positions 250 246 +4
Closed Positions 38 54 -16
Reduced Positions 260 235 +25
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: IUSG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 Q1)

822 + investors

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

Top 25 institutional holders of IUSG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HILLTOP WEALTH ADVISORS, LLC 22.42% 241,251 $37.4M
2 Tanglewood Legacy Advisors, LLC 18.86% 336,216 $52.2M
3 Cardinal Strategic Wealth Guidance 13.88% 339,219 $52.6M
4 Veracity Capital LLC 12.65% 228,208 $35.4M
5 Aurdan Capital Management, LLC 11.29% 242,473 $37.6M
6 NorthStar Asset Management LLC /NJ/ 11.26% 150,312 $23.3M
7 Madison Wealth Partners, Inc 10.16% 410,554 $63.7M
8 DDFG, Inc 9.14% 273,494 $42.4M
9 Birchcreek Wealth Management, LLC 8.86% 118,649 $18.4M
10 VOISARD ASSET MANAGEMENT GROUP, INC. 7.11% 214,919 $33.3M
11 Tennessee Valley Asset Management Partners 6.78% 331,001 $51.3M
12 Legacy Financial Group LLC 6.64% 340,350 $52.8M
13 Cosner Financial Group, LLC 6.64% 77,885 $12.1M
14 ELEVATION WEALTH PARTNERS, LLC 6.55% 117,845 $18.3M
15 LEGACY SOLUTIONS, LLC 6.40% 44,498 $6.9M
16 Aspen Wealth Management LLC 6.14% 198,319 $30.8M
17 Foundry Financial Group, Inc. 5.83% 75,786 $11.8M
18 SHP Wealth Management 5.81% 496,636 $77.0M
19 South Shore Capital Advisors 5.62% 49,550 $7.7M
20 IRONWOOD WEALTH MANAGEMENT, INC. 5.60% 75,917 $12.5M
21 Financial Council, LLC 5.14% 85,867 $13.3M
22 DOLIVER ADVISORS, LP 4.58% 129,820 $20.1M
23 Roberts Financial Services LLC 4.53% 91,861 $14.2M
24 Petix & Botte Co 4.20% 121,619 $18.9M
25 Merkkuri Wealth Advisors LLC 3.94% 38,342 $5.9M
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 (IUSG)

What does the Smart Money Trend signal show for IUSG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IUSG 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 IUSG?

Slight buying edge — 54% buying: Last quarter: 349 funds bought or added vs 298 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 IUSG holders?

Elite ownership — 74% AUM from top-100 funds: 25 of 820 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in IUSG. 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 IUSG?

60% of holders stayed for 2+ years: 496 out of 820 hedge funds have held IUSG 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.