Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ILCG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — ILCG

Based on 324 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ILCG 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 (96% of max)

96% of all-time peak
324 hedge funds hold ILCG 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 — +22% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+22% 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 — 50% buying

129 buying128 selling
Last quarter: 129 funds bought or added vs 128 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.
⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 47 → 47 → 20. 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.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 26% medium 18% new
183 out of 324 hedge funds have held ILCG 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.
📊

Peak discovery — momentum slowing

32 → 44 → 47 → 47 → 20 new funds/Q
New funds entering each quarter: 44 → 47 → 47 → 20. ILCG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

58% veterans 17% 1-2yr 25% new
Entry-cohort mix of 324 holders: 189 (58%) are 2+ year veterans, 54 entered 1–2 years ago, and 81 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
20 of 324 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — ILCG

In 2026 Q1, 129 hedge funds were net buyers of ILCG (20 opened a new position, 109 added to an existing one), while 128 reduced or exited (95 trimmed, 33 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 35% of total institutional value in ILCG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 324.

Hedge Fund Ownership: ILCG

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

Market Analysis: ILCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILCG

-- --

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

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

Signal Freshness measures how much ILCG 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 · 89d ago
ILCG
nan%
SPY
+12.4%

ILCG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
ILCG
nan%
SPY
-1.1%

Since the filing became public, ILCG outperformed SPY by nan% .

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.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ILCG
322 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 322 337 -4.45%
13F Shares 14M 18M -19.4%
Total Value $1.33B $1.78B -25.23%
New Positions 20 47 -27
Increased Positions 108 98 +10
Closed Positions 35 28 +7
Reduced Positions 94 104 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILCG

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Institutional Holders (2026 Q1)

322 + investors

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

QUARTER:
Top 25 ILCG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clearstead Trust, LLC 8.68% 557,871 $53.3M
2 B&D White Capital Company, LLC 4.10% 347,434 $33.2M
3 LongView Wealth Management 3.60% 136,102 $14.3M
4 Ipsen Advisor Group LLC 3.53% 52,828 $5.0M
5 FAS Wealth Partners, Inc. 3.52% 592,851 $56.6M
6 Northwest Wealth Advisors, LLC 2.76% 40,420 $3.9M
7 Kiley Juergens Wealth Management, LLC 2.41% 142,759 $13.6M
8 American Financial & Tax Strategies Inc 2.30% 49,561 $4.7M
9 Corsicana & Co. 2.11% 41,135 $3.3M
10 Asempa Wealth Advisors 2.04% 24,256 $2.3M
11 Arcadia Wealth Management, LLC 1.80% 52,162 $5.0M
12 Elevation Capital Advisory, LLC 1.69% 41,524 $4.0M
13 Investors Research Corp 1.66% 90,847 $8.7M
14 Jim Saulnier & Associates, LLC 1.53% 32,973 $3.1M
15 McKinley Carter Wealth Services, Inc. 1.49% 270,806 $25.9M
16 Steinberganna Wealth Management 1.34% 29,171 $2.8M
17 GM Advisory Group, LLC 1.31% 356,056 $34.0M
18 Bawa N Mallick Trust 1.28% 32,857 $3.1M
19 Strategic Financial Concepts, LLC 1.23% 52,038 $5.0M
20 Sunburst Financial Group, LLC 1.04% 59,359 $5.7M
21 Woodard & Co Asset Management Group Inc /Adv 0.98% 64,379 $6.1M
22 Hershey Financial Advisers, LLC 0.90% 10,895 $1.0M
23 Shira Ridge Wealth Management 0.84% 22,245 $2.1M
24 Kane Investment Management, INC. 0.83% 16,803 $1.6M
25 Brand Asset Management Group, Inc. 0.81% 32,557 $3.1M
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 (ILCG)

What does the Smart Money Trend signal show for ILCG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ILCG 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 ILCG?

Slight buying edge — 50% buying: Last quarter: 129 funds bought or added vs 128 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 ILCG holders?

Strong quality — 35% AUM from major funds: 20 of 324 holders rank in the top 100 by AUM, accounting for 35% 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 ILCG?

56% of holders stayed for 2+ years: 183 out of 324 hedge funds have held ILCG 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 (ILCG) following the 2026 Q1 hedge fund 13F filings?

As of today, ILCG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ILCG has gained nan% vs +12.4% 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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