Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ILCV)

187 + 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
↑ +21
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — ILCV

Based on 191 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 ILCV 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
191 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

107 buying58 selling
Last quarter: 107 funds were net buyers (36 opened a brand new position + 71 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new ILCV position: 21 → 18 → 21 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 24% new
93 out of 191 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.
📈

Growing discovery — still being found

41 → 21 → 18 → 21 → 36 new funds/Q
New funds entering each quarter: 21 → 18 → 21 → 36. A growing number of institutions are discovering ILCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 35% newcomers

■ 52% veterans ■ 13% 1-2yr ■ 35% new
Entry-cohort mix of 191 holders: 100 (52%) are 2+ year veterans, 25 entered 1–2 years ago, and 66 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
21 of 191 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — ILCV

In 2026 Q1, 107 hedge funds were net buyers of ILCV (36 opened a new position, 71 added to an existing one), while 58 reduced or exited (43 trimmed, 15 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in ILCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 191.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 8 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ILCV
2026 Q2 Stats Unlock in 1 days 187 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 187 169 10.65%
13F Shares 9M 8M 1.36%
Total Value $725M $726M -0.14%
New Positions 35 21 +14
Increased Positions 70 54 +16
Closed Positions 17 19 -2
Reduced Positions 42 55 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILCV

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Institutional Holders (2026 Q2)

187 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ILCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northwest Wealth Advisors, LLC 10.06% 172,952 $17.5M
2 Lauer Wealth, LLC 9.14% 147,394 $15.2M
3 Woodard & Co Asset Management Group Inc /Adv 3.44% 236,017 $23.9M
4 Apex Wealth Management, LLC 3.18% 51,391 $5.2M
5 NorthStar Asset Management LLC /NJ/ 3.10% 75,407 $7.6M
6 Van Diest Capital, LLC 3.01% 33,220 $3.4M
7 Barrett & Company, INC. 2.78% 98,106 $9.9M
8 Sheridan Capital Management, LLC 2.70% 55,420 $5.6M
9 Steele Capital Management, Inc. 2.51% 674,771 $68.3M
10 Ipsen Advisor Group LLC 2.38% 36,517 $3.7M
11 Absolute Capital Management, LLC 2.12% 83,900 $8.5M
12 Tandem Financial, LLC 2.02% 66,287 $6.7M
13 Kiley Juergens Wealth Management, LLC 1.40% 88,508 $9.0M
14 Asempa Wealth Advisors 1.30% 17,168 $1.7M
15 Regatta Research & Money Management 0.97% 10,132 $1.0M
16 Jim Saulnier & Associates, LLC 0.64% 15,639 $1.6M
17 AssuredPartners Investment Advisors, LLC 0.53% 53,636 $5.4M
18 Cedar Point Capital Partners, LLC 0.50% 8,524 $863K
19 Madison Wealth Partners, Inc 0.45% 35,051 $3.5M
20 Anb Bank 0.43% 11,378 $1.2M
21 AlphaCore Capital LLC 0.42% 226,633 $22.9M
22 RCW Management, LLC 0.39% 4,261 $431K
23 Key Capital Management, INC 0.37% 7,179 $727K
24 Systelligence, LLC 0.37% 22,045 $2.2M
25 Brand Asset Management Group, Inc. 0.33% 14,639 $1.5M
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?

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

More buyers than sellers — 65% buying: Last quarter: 107 funds were net buyers (36 opened a brand new position + 71 added to an existing one). Only 58 were sellers (43 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ILCV holders?

Strong quality — 34% AUM from major funds: 21 of 191 holders rank in the top 100 by AUM, accounting for 34% 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 ILCV?

49% of holders stayed for 2+ years: 93 out of 191 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.

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