Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IMCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — IMCV

Based on 174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IMCV 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
174 hedge funds hold IMCV 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 — +17% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

84 buying56 selling
Last quarter: 84 funds were net buyers (21 opened a brand new position + 63 added to an existing one). Only 56 were sellers (47 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 20 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 20% new
104 out of 174 hedge funds have held IMCV 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

14 → 17 → 16 → 20 → 21 new funds/Q
New funds entering each quarter: 17 → 16 → 20 → 21. A growing number of institutions are discovering IMCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 174 holders: 110 (63%) are 2+ year veterans, 25 entered 1–2 years ago, and 39 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
19 of 173 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IMCV

In 2026 Q1, 84 hedge funds were net buyers of IMCV (21 opened a new position, 63 added to an existing one), while 56 reduced or exited (47 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in IMCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 174.

Hedge Fund Ownership: IMCV

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

Market Analysis: IMCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMCV

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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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IMCV
2026 Q2 Stats Unlock in 1 days 172 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 172 161 6.83%
13F Shares 8M 8M 4.44%
Total Value $648M $608M 6.63%
New Positions 20 20 -
Increased Positions 62 65 -3
Closed Positions 9 15 -6
Reduced Positions 47 45 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMCV

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Institutional Holders (2026 Q2)

172 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMCV. 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 IMCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 swisspartners Advisors Ltd 7.90% 128,320 $11.7M
2 Granville Capital, INC. 6.38% 156,194 $14.3M
3 Ipsen Advisor Group LLC 5.03% 85,523 $7.8M
4 Black Diamond Financial, LLC 1.98% 245,612 $22.4M
5 Millstone Evans Group, LLC 1.82% 36,762 $3.4M
6 Marietta Wealth Management, LLC 1.28% 135,955 $12.4M
7 Rodgers & Associates, LTD 1.00% 120,448 $11.0M
8 DDFG, Inc 0.93% 51,272 $4.7M
9 Bedel Financial Consulting, Inc. 0.84% 97,819 $8.9M
10 Lebenthal Global Advisors, LLC 0.80% 64,544 $5.9M
11 Steele Capital Management, Inc. 0.71% 209,721 $19.2M
12 Vantagepoint Investment Advisers LLC 0.70% 1,017,719 $93.0M
13 Orgel Wealth Management, LLC 0.59% 341,915 $31.2M
14 Aire Advisors, LLC 0.57% 38,156 $3.5M
15 Portland Financial Advisors Inc 0.45% 2,712 $248K
16 Jim Saulnier & Associates, LLC 0.44% 11,959 $1.1M
17 Courage Miller Partners, LLC 0.42% 17,464 $1.6M
18 Flagstar Securities, Inc 0.39% 14,289 $1.3M
19 Sentinel Advisory Group, LLC 0.37% 9,809 $896K
20 PCA Investment Advisory Services Inc. 0.35% 13,755 $1.3M
21 Pacific Sun Financial Corp 0.31% 8,295 $758K
22 Trivant Custom Portfolio Group, LLC 0.30% 6,205 $567K
23 Sovran Advisors, LLC 0.30% 41,718 $4.0M
24 GHP Investment Advisors, Inc. 0.27% 81,185 $7.4M
25 WealthTrak Capital Management LLC 0.24% 4,040 $369K
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 (IMCV)

What does the Smart Money Trend signal show for IMCV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IMCV 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 IMCV?

More buyers than sellers — 60% buying: Last quarter: 84 funds were net buyers (21 opened a brand new position + 63 added to an existing one). Only 56 were sellers (47 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMCV holders?

Strong quality — 32% AUM from major funds: 19 of 173 holders rank in the top 100 by AUM, accounting for 32% 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 IMCV?

60% of holders stayed for 2+ years: 104 out of 174 hedge funds have held IMCV 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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