Ishares Tr (HSCZ) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (HSCZ) following the 2026 Q2 hedge fund 13F filings?

As of today, HSCZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HSCZ gained +2.7% vs +3.9% 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.

Ishares Tr (HSCZ)

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

Smart Money Signals — HSCZ

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added HSCZ 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

58 hedge funds hold HSCZ 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 — +26% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+26% 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.

🟡

Slight buying edge — 53% buying

31 buying27 selling

Last quarter: 31 funds bought or added vs 27 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.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 9 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new

25 out of 58 hedge funds have held HSCZ 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 — ~10 new funds/quarter

8 → 11 → 9 → 9 → 10 new funds/Q

New funds entering each quarter: 11 → 9 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 21% 1-2yr ■ 33% new

Entry-cohort mix of 58 holders: 27 (47%) are 2+ year veterans, 12 entered 1–2 years ago, and 19 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

10 of 56 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	57	56	1.79%
13F Shares	2M	2M	25.9%
Total Value	$82M	$71M	15.66%
New Positions	10	9	+1
Increased Positions	21	25	-4
Closed Positions	9	5	+4
Reduced Positions	17	14	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1.79%

13F Shares

25.9%

Total Value

$82M

$71M

15.66%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HSCZ. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HSCZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Capital Wealth Management, LLC	6.07%	587,317	$25.2M
2	Lighthouse Wealth Management Inc.	3.16%	118,436	$5.1M
3	Ipsen Advisor Group LLC	2.84%	102,597	$4.4M
4	Sachetta, LLC	1.76%	84,183	$3.6M
5	Comprehensive Wealth Management, LLC	1.65%	83,898	$3.6M
6	Berkeley, Inc	0.42%	30,950	$1.3M
7	WESCAP Management Group, Inc.	0.36%	44,700	$1.9M
8	Certified Advisory Corp	0.34%	96,957	$4.2M
9	Capital Square, LLC	0.18%	9,381	$403K
10	Williams & Novak Wealth Management, LLC	0.16%	5,680	$244K
11	Glass Jacobson Investment Advisors llc	0.10%	7,551	$325K
12	Montis Financial, LLC	0.08%	9,234	$397K
13	LaSalle St. Investment Advisors, LLC	0.04%	6,991	$300K
14	AE Wealth Management LLC	0.03%	154,473	$6.6M
15	Apella Capital, LLC	0.02%	35,555	$1.5M
16	Key Capital Management, INC	0.02%	951	$41K
17	Dynamic Advisor Solutions LLC	0.02%	15,592	$670K
18	IFP Advisors, Inc	0.02%	20,680	$889K
19	Creative Financial Designs Inc /Adv	0.01%	6,720	$289K
20	Sigma Planning Corp	0.01%	9,671	$416K
21	Principal Securities, INC.	0.01%	18,089	$777K
22	Signature Estate & Investment Advisors LLC	0.01%	10,618	$456K
23	Great Valley Advisor Group, INC.	0.00%	6,769	$291K
24	Commonwealth Equity Services, LLC	0.00%	79,476	$3.4M
25	Cetera Investment Advisers	0.00%	92,070	$4.0M

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 (HSCZ)

What does the Smart Money Trend signal show for HSCZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added HSCZ 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 HSCZ?

Slight buying edge — 53% buying: Last quarter: 31 funds bought or added vs 27 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 HSCZ holders?

Smaller funds dominant — 14% AUM from top-100: 10 of 56 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HSCZ?

43% of holders stayed for 2+ years: 25 out of 58 hedge funds have held HSCZ 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 (HSCZ) following the 2026 Q2 hedge fund 13F filings?

As of today, HSCZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HSCZ has gained +2.7% vs +3.9% 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.

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Ishares Tr (HSCZ)

Smart Money Signals — HSCZ

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +26% more funds vs a year ago

Slight buying edge — 53% buying

Steady new buyers — ~10 new funds per quarter

43% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 47% veterans vs 33% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — HSCZ

Hedge Fund Ownership: HSCZ

Market Analysis: HSCZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HSCZ

Is It Too Late to Buy Ishares Tr (HSCZ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HSCZ

Statistics: HSCZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (HSCZ)

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