Ishares Tr (ICVT) Hedge Fund Ownership (Q2 2026)

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

As of today, ICVT has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +96.9%. Since the quarter end (June 30, 2026), ICVT gained -4.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Ishares Tr (ICVT)

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

Smart Money Signals — ICVT

Based on 406 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added ICVT 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

406 hedge funds hold ICVT 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 — +16% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

198 buying223 selling

Last quarter: 223 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new ICVT position: 40 → 47 → 67 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 27% new

206 out of 406 hedge funds have held ICVT 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.

🚀

Acceleration phase — new buyers rushing in

51 → 40 → 47 → 67 → 80 new funds/Q

New funds entering each quarter: 40 → 47 → 67 → 80. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new

Entry-cohort mix of 407 holders: 219 (54%) are 2+ year veterans, 66 entered 1–2 years ago, and 122 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

25 of 406 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ICVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	402	406	-0.99%
13F Shares	17M	18M	-7.95%
Total Value	$1.99B	$1.82B	9.85%
New Positions	69	80	-11
Increased Positions	110	118	-8
Closed Positions	71	50	+21
Reduced Positions	190	173	+17
Total Calls	1	1	-
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

402

406

-0.99%

13F Shares

17M

18M

-7.95%

Total Value

$1.99B

$1.82B

9.85%

New Positions

-11

Increased Positions

110

118

-8

Closed Positions

+21

Reduced Positions

190

173

+17

Total Calls

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

402 + investors

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

QUARTER:

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

Top 25 ICVT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tme Financial, INC.	12.46%	165,728	$20.2M
2	Florin Court Capital LLP	6.51%	32,727	$4.0M
3	Mascagni Wealth Management, Inc.	6.19%	81,824	$10.0M
4	Kroeger Financial Partners	4.68%	39,803	$4.8M
5	Independence Financial Advisors, LLC	4.46%	141,376	$17.2M
6	Tradewinds Capital Management, LLC	4.32%	199,640	$24.3M
7	Point Nemo Capital, LLC	3.95%	64,066	$7.8M
8	Planwiser Financial, LLC	3.47%	41,005	$5.0M
9	Systelligence, LLC	3.37%	165,710	$20.2M
10	Fig Financial Advisory Services Inc /Adv	3.26%	56,473	$4.8M
11	Hilltop Partners LLC	3.23%	109,390	$13.3M
12	Baron Financial Group, LLC	2.87%	49,453	$6.0M
13	Adams Wealth Management	2.84%	121,966	$14.8M
14	Cornerstone Planning Group LLC	2.65%	180,323	$21.0M
15	Aire Advisors, LLC	2.62%	132,152	$16.1M
16	CacheTech Inc.	2.60%	132,084	$16.1M
17	360 Financial, Inc.	2.45%	79,336	$9.7M
18	Friedenthal Financial	2.02%	35,970	$4.4M
19	Mcmorgan & Co LLC	2.02%	110,144	$13.4M
20	Horizon Financial Services, LLC	1.97%	42,123	$5.1M
21	Certified Advisory Corp	1.89%	192,216	$23.4M
22	Financial Gravity Companies, Inc.	1.74%	88,192	$10.7M
23	Plan Group Financial, LLC	1.57%	62,812	$7.6M
24	Capital Wealth Management, LLC	1.54%	52,556	$6.4M
25	BlueStem Wealth Partners, LLC	1.53%	126,255	$15.4M

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 (ICVT)

What does the Smart Money Trend signal show for ICVT?

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

More sellers than buyers — 47% buying: Last quarter: 223 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ICVT holders?

Elite ownership — 42% AUM from top-100 funds: 25 of 406 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ICVT. 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 ICVT?

51% of holders stayed for 2+ years: 206 out of 406 hedge funds have held ICVT 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 (ICVT) following the 2026 Q2 hedge fund 13F filings?

As of today, ICVT has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +96.9%. Since the quarter end (June 30, 2026), ICVT has gained -4.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 (ICVT)

Smart Money Signals — ICVT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More sellers than buyers — 47% buying

More new buyers each quarter (+13 vs last Q)

51% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 54% veterans vs 30% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — ICVT

Hedge Fund Ownership: ICVT

Market Analysis: ICVT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ICVT

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

Hedge Fund Positioning: ICVT

Statistics: ICVT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ICVT)

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