Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ICVT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — ICVT

Based on 352 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
352 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 — +12% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

238 buying114 selling
Last quarter: 238 funds were net buyers (62 opened a brand new position + 176 added to an existing one). Only 114 were sellers (79 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new ICVT position: 50 → 36 → 45 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
182 out of 352 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.
💎

Buying through price weakness — shares +4%, value -81%

Value
-81%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -81%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

60 → 50 → 36 → 45 → 62 new funds/Q
New funds entering each quarter: 50 → 36 → 45 → 62. A growing number of institutions are discovering ICVT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 28% new
Of 352 current holders: 199 (57%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
16 of 352 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.
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.

Institutional Sentiment Summary — ICVT

In 2025 Q4, 238 hedge funds were net buyers of ICVT (62 opened a new position, 176 added to an existing one), while 114 reduced or exited (79 trimmed, 35 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in ICVT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 352.

Hedge Fund Ownership: ICVT

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

Market Analysis: ICVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ICVT

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: ICVT
2026 Q1 Stats Unlock in 2 days 352 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 352 326 7.98%
13F Shares 18M 17M 3.73%
Total Value $1.72B $9.08B -81.02%
New Positions 62 45 +17
Increased Positions 176 169 +7
Closed Positions 35 40 -5
Reduced Positions 80 85 -5
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: ICVT

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Financial Highlights

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Institutional Holders (2026 Q1)

352 + 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:
Top 25 institutional holders of ICVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TME FINANCIAL, INC. 11.33% 160,656 $16.4M
2 Florin Court Capital LLP 7.50% 19,527 $2.0M
3 Prestige Wealth Management Group LLC 5.95% 297,589 $30.3M
4 Hershey Financial Advisers, LLC 5.55% 63,082 $6.4M
5 Tradewinds Capital Management, LLC 4.24% 209,661 $21.3M
6 Independence Financial Advisors, LLC 3.79% 124,181 $12.6M
7 Systelligence, LLC 2.97% 150,096 $15.3M
8 Adams Wealth Management 2.96% 132,569 $13.5M
9 CacheTech Inc. 2.77% 141,110 $14.4M
10 Cornerstone Planning Group LLC 2.76% 178,460 $20.7M
11 Baron Financial Group, LLC 2.73% 49,763 $5.1M
12 360 Financial, Inc. 2.51% 81,831 $8.3M
13 Hilltop Partners LLC 2.44% 93,308 $9.5M
14 AIRE ADVISORS, LLC 2.36% 126,721 $12.9M
15 Yorktown Management & Research Co Inc 1.96% 23,000 $2.3M
16 HORIZON FINANCIAL SERVICES, LLC 1.86% 41,393 $4.2M
17 BlueStem Wealth Partners, LLC 1.82% 161,206 $16.4M
18 WETZEL INVESTMENT ADVISORS, INC. 1.76% 43,390 $4.4M
19 Certified Advisory Corp 1.64% 179,873 $18.3M
20 Financial Gravity Asset Management, Inc. 1.60% 88,465 $9.0M
21 Plan Group Financial, LLC 1.46% 60,956 $6.2M
22 CAPITAL WEALTH MANAGEMENT, LLC 1.44% 52,391 $5.3M
23 Spectrum Planning & Advisory Services Inc. 1.40% 27,710 $2.8M
24 MCMORGAN & CO LLC 1.30% 79,171 $8.1M
25 Onyx Bridge Wealth Group LLC 1.29% 118,285 $12.0M
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 (ICVT)

What does the Smart Money Trend signal show for ICVT?

Buying streak — 2 quarters in a row: For 2 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 buyers than sellers — 68% buying: Last quarter: 238 funds were net buyers (62 opened a brand new position + 176 added to an existing one). Only 114 were sellers (79 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ICVT holders?

Elite ownership — 42% AUM from top-100 funds: 16 of 352 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?

52% of holders stayed for 2+ years: 182 out of 352 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.

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.