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 -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (June 30, 2026), ICVT gained -5.2% vs +3.0% 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.

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 405 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ICVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

405 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 — +19% more funds vs a year ago

fund count last 6Q

+65 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 41% buying

181 buying261 selling

Last quarter: 261 funds reduced or exited vs 181 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.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 47 → 67 → 80 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new

209 out of 405 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.

💰

Price up while funds trimmed (+10% value, -8% shares)

Value

+9%

-7%

Last quarter: total value of institutional ICVT holdings rose +10% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

40 → 47 → 67 → 80 → 70 new funds/Q

New funds entering each quarter: 47 → 67 → 80 → 70. A growing number of institutions are discovering ICVT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new

Entry-cohort mix of 406 holders: 234 (58%) are 2+ year veterans, 58 entered 1–2 years ago, and 114 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

25 of 403 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	Provida Pension Fund Administrator	6.77%	3,956,420	$402.7M
3	Florin Court Capital LLP	6.51%	32,727	$4.0M
4	Mascagni Wealth Management, Inc.	6.19%	81,824	$10.0M
5	Kroeger Financial Partners	4.68%	39,803	$4.8M
6	Independence Financial Advisors, LLC	4.46%	141,376	$17.2M
7	Tradewinds Capital Management, LLC	4.32%	199,640	$24.3M
8	Point Nemo Capital, LLC	3.95%	64,066	$7.8M
9	Planwiser Financial, LLC	3.47%	41,005	$5.0M
10	Systelligence, LLC	3.37%	165,710	$20.2M
11	Fig Financial Advisory Services Inc /Adv	3.26%	56,473	$4.8M
12	Hilltop Partners LLC	3.23%	109,390	$13.3M
13	Baron Financial Group, LLC	2.87%	49,453	$6.0M
14	Adams Wealth Management	2.84%	121,966	$14.8M
15	Cornerstone Planning Group LLC	2.65%	180,323	$21.0M
16	Aire Advisors, LLC	2.62%	132,152	$16.1M
17	CacheTech Inc.	2.60%	132,084	$16.1M
18	360 Financial, Inc.	2.45%	79,336	$9.7M
19	Friedenthal Financial	2.02%	35,970	$4.4M
20	Mcmorgan & Co LLC	2.02%	110,144	$13.4M
21	Horizon Financial Services, LLC	1.97%	42,123	$5.1M
22	Certified Advisory Corp	1.89%	192,216	$23.4M
23	Financial Gravity Companies, Inc.	1.74%	88,192	$10.7M
24	Plan Group Financial, LLC	1.57%	62,812	$7.6M
25	Capital Wealth Management, LLC	1.54%	52,556	$6.4M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ICVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ICVT?

More sellers than buyers — 41% buying: Last quarter: 261 funds reduced or exited vs 181 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?

Strong quality — 36% AUM from major funds: 25 of 403 holders rank in the top 100 by AUM, accounting for 36% 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 ICVT?

52% of holders stayed for 2+ years: 209 out of 405 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 -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (June 30, 2026), ICVT has gained -5.2% vs +3.0% 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.

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Ishares Tr (ICVT)

Smart Money Signals — ICVT

Selling streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More sellers than buyers — 41% buying

Fewer new buyers each quarter (-10 vs last Q)

52% of holders stayed for 2+ years

Price up while funds trimmed (+10% value, -8% shares)

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 28% newcomers

Strong quality — 36% AUM from major 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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