Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ILCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — ILCV

Based on 166 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
166 hedge funds hold ILCV 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
+30 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.
🟠

More sellers than buyers — 49% buying

72 buying74 selling
Last quarter: 74 funds reduced or exited vs 72 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.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 20 → 18 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 30% medium ■ 17% new
89 out of 166 hedge funds have held ILCV 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

21 → 41 → 20 → 18 → 19 new funds/Q
New funds entering each quarter: 41 → 20 → 18 → 19. ILCV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 166 current holders: 91 (55%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
16 of 166 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCV. 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.

Hedge Fund Ownership: ILCV

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

Market Analysis: ILCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILCV

-- --

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.

2 top-rated funds 6 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ILCV
2026 Q1 Stats Unlock in 10 days 166 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 166 -
13F Shares 8M 9M -2.09%
Total Value $722M $715M 0.96%
New Positions 19 18 +1
Increased Positions 53 44 +9
Closed Positions 19 15 +4
Reduced Positions 55 57 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILCV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

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

Top 25 institutional holders of ILCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lauer Wealth, LLC 10.96% 143,906 $13.8M
2 Matrix Trust Co 10.31% 666,400 $62K
3 Northwest Wealth Advisors, LLC 10.28% 154,510 $14.4M
4 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3.56% 238,624 $22.2M
5 NorthStar Asset Management LLC /NJ/ 3.29% 73,224 $6.8M
6 Apex Wealth Management, LLC 3.27% 51,195 $4.8M
7 BARRETT & COMPANY, INC. 3.00% 93,588 $8.7M
8 Sheridan Capital Management, LLC 2.73% 55,639 $5.2M
9 Steele Capital Management, Inc. 2.59% 670,175 $62.4M
10 Tandem Financial, LLC 2.40% 80,837 $7.5M
11 Systelligence, LLC 2.21% 122,186 $11.4M
12 JIM SAULNIER & ASSOCIATES, LLC 1.59% 35,164 $3.3M
13 KILEY JUERGENS WEALTH MANAGEMENT, LLC 1.44% 87,592 $8.2M
14 Asempa Wealth Advisors 1.42% 17,423 $1.6M
15 AssuredPartners Investment Advisors, LLC 0.57% 56,112 $5.3M
16 Madison Wealth Partners, Inc 0.52% 35,064 $3.3M
17 Cedar Point Capital Partners, LLC 0.49% 8,085 $753K
18 Key Capital Management, INC 0.44% 7,161 $667K
19 RCW Management, LLC 0.41% 4,261 $397K
20 ANB BANK 0.37% 9,760 $909K
21 SAXON INTERESTS, INC. 0.36% 11,283 $1.1M
22 Shared Vision Wealth Group LLC 0.35% 9,103 $848K
23 Pearl Planning LLC 0.26% 5,279 $492K
24 Detalus Advisors, LLC 0.22% 10,373 $966K
25 Verum Partners LLC 0.22% 12,400 $1.2M
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 (ILCV)

What does the Smart Money Trend signal show for ILCV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ILCV?

More sellers than buyers — 49% buying: Last quarter: 74 funds reduced or exited vs 72 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 ILCV holders?

Elite ownership — 41% AUM from top-100 funds: 16 of 166 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCV. 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 ILCV?

54% of holders stayed for 2+ years: 89 out of 166 hedge funds have held ILCV 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.