Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HSCZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
54%

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 — 54% buying

31 buying26 selling
Last quarter: 31 funds bought or added vs 26 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: 10 → 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 → 10 → 9 → 9 → 10 new funds/Q
New funds entering each quarter: 10 → 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.

Institutional Sentiment Summary — HSCZ

In 2026 Q1, 31 hedge funds were net buyers of HSCZ (10 opened a new position, 21 added to an existing one), while 26 reduced or exited (18 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: HSCZ

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

Market Analysis: HSCZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HSCZ

-- --

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

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

Signal Freshness measures how much HSCZ 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 · 87d ago
HSCZ
+8.7%
SPY
+13.0%

HSCZ outperformed SPY by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
HSCZ
+1.6%
SPY
-0.5%

Since the filing became public, HSCZ outperformed SPY by +2.1% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: HSCZ
57 + Investors

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

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

Statistics: HSCZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 6.13% 571,113 $22.7M
2 Lighthouse Wealth Management Inc. 3.11% 115,448 $4.6M
3 Ipsen Advisor Group LLC 2.84% 102,207 $4.1M
4 Comprehensive Wealth Management, LLC 2.01% 100,257 $4.0M
5 Sachetta, LLC 1.75% 81,454 $3.2M
6 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.75% 11,426 $1.0M
7 Berkeley, Inc 0.41% 30,950 $1.2M
8 WESCAP Management Group, Inc. 0.34% 43,941 $1.7M
9 Fortitude Financial, LLC 0.33% 15,951 $633K
10 Certified Advisory Corp 0.26% 72,974 $2.9M
11 Tounjian Advisory Partners, LLC 0.23% 16,136 $640K
12 Williams & Novak, LLC 0.17% 5,680 $229K
13 Capital Square, LLC 0.16% 8,537 $354K
14 Glass Jacobson Investment Advisors llc 0.10% 7,551 $300K
15 Montis Financial, LLC 0.08% 9,250 $367K
16 AE Wealth Management LLC 0.05% 255,584 $10.1M
17 LaSalle St. Investment Advisors, LLC 0.04% 7,181 $285K
18 Apella Capital, LLC 0.02% 37,592 $1.6M
19 Dynamic Advisor Solutions LLC 0.02% 16,032 $636K
20 Sage Mountain Advisors LLC 0.02% 6,591 $261K
21 IFP Advisors, Inc 0.02% 19,866 $788K
22 Creative Financial Designs Inc /Adv 0.01% 6,173 $245K
23 Principal Securities, INC. 0.01% 17,457 $693K
24 Sigma Planning Corp 0.01% 8,941 $355K
25 Signature Estate & Investment Advisors LLC 0.01% 8,618 $342K
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 — 54% buying: Last quarter: 31 funds bought or added vs 26 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 Q1 hedge fund 13F filings?

As of today, HSCZ has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), HSCZ has gained +8.7% vs +13.0% 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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