Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (LRGF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — LRGF

Based on 233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added LRGF 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
233 hedge funds hold LRGF 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 — +17% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

110 buying85 selling
Last quarter: 110 funds bought or added vs 85 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new LRGF position: 18 → 27 → 23 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
131 out of 233 hedge funds have held LRGF 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.
📈

Growing discovery — still being found

29 → 18 → 27 → 23 → 33 new funds/Q
New funds entering each quarter: 18 → 27 → 23 → 33. A growing number of institutions are discovering LRGF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Of 233 current holders: 134 (58%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
22 of 233 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — LRGF

In 2025 Q4, 110 hedge funds were net buyers of LRGF (33 opened a new position, 77 added to an existing one), while 85 reduced or exited (68 trimmed, 17 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in LRGF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 233.

Hedge Fund Ownership: LRGF

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

Market Analysis: LRGF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LRGF

-- --

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

Is It Too Late to Buy ISHARES TR (LRGF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LRGF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
LRGF
+12.0%
SPY
+42.5%

LRGF outperformed SPY by -30.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
LRGF
-0.7%
SPY
-1.8%

Since the filing became public, LRGF outperformed SPY by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 8 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: LRGF
238 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 238 233 2.15%
13F Shares 36M 39M -8.57%
Total Value $2.35B $2.63B -10.55%
New Positions 26 33 -7
Increased Positions 74 77 -3
Closed Positions 21 17 +4
Reduced Positions 78 68 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LRGF

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Institutional Holders (2026 Q1)

238 + investors

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

QUARTER:
Top 25 institutional holders of LRGF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Services, Inc. 12.53% 3,990,874 $263.4M
2 HALBERT HARGROVE GLOBAL ADVISORS, LLC 11.55% 3,626,489 $239.3M
3 CORA CAPITAL ADVISORS LLC 10.37% 474,684 $31.3M
4 LifeGoal Investments, LLC 9.52% 250,341 $16.6M
5 Ullmann Wealth Partners Group, LLC 7.97% 1,163,663 $76.8M
6 Obsido Oy 6.67% 167,169 $11.0M
7 Conrad Siegel Investment Advisors, Inc. 6.35% 533,205 $35.2M
8 Clearwater Capital Advisors, LLC 6.01% 1,128,442 $74.5M
9 SigFig Wealth Management, LLC 5.60% 2,891,969 $190.9M
10 Pettinga Financial Advisors LLC 5.17% 415,915 $27.5M
11 Beirne Wealth Consulting Services, LLC 4.98% 266,900 $17.6M
12 KM Capital Management Ltd. 4.45% 89,293 $6.6M
13 Plancorp, LLC 3.87% 1,980,357 $135.9M
14 Cardinal Point Capital Management ULC 2.96% 731,889 $48.3M
15 Sterneck Capital Management, LLC 2.76% 93,267 $6.2M
16 DDFG, Inc 2.47% 173,417 $11.4M
17 FORTE ASSET MANAGEMENT LLC 2.42% 83,634 $5.5M
18 Family Capital Trust Co 2.39% 105,382 $7.3M
19 RHS Financial, LLC 2.21% 70,651 $4.7M
20 Nova R Wealth, Inc. 2.16% 102,384 $6.8M
21 ShoreHaven Wealth Partners, LLC 1.82% 76,858 $5.1M
22 BFI Wealth Solutions, LLC 1.81% 28,240 $1.9M
23 Annex Advisory Services, LLC 1.68% 1,361,862 $89.9M
24 Compound Planning, Inc. 1.58% 778,056 $51.4M
25 MAIMON WEALTH MANAGEMENT LTD. 1.38% 21,440 $1.5M
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 (LRGF)

What does the Smart Money Trend signal show for LRGF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added LRGF 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 LRGF?

Slight buying edge — 56% buying: Last quarter: 110 funds bought or added vs 85 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 LRGF holders?

Strong quality — 20% AUM from major funds: 22 of 233 holders rank in the top 100 by AUM, accounting for 20% 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 LRGF?

56% of holders stayed for 2+ years: 131 out of 233 hedge funds have held LRGF 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.

Is it too late to buy ISHARES TR (LRGF) following the 2026 Q1 hedge fund 13F filings?

As of today, LRGF has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), LRGF has gained +12.0% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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