Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (ISCB)

87 + Investors. Track Smart Money conviction in ISCB. 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
↑ +3
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — ISCB

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ISCB 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
87 hedge funds hold ISCB 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 — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

36 buying34 selling
Last quarter: 36 funds bought or added vs 34 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.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 17% medium 13% new
61 out of 87 hedge funds have held ISCB 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.
💰

Value +16% but shares only +1% — price-driven

Value
+16%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

8 → 7 → 9 → 9 → 12 new funds/Q
New funds entering each quarter: 7 → 9 → 9 → 12. A growing number of institutions are discovering ISCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

74% veterans 11% 1-2yr 15% new
Entry-cohort mix of 87 holders: 64 (74%) are 2+ year veterans, 10 entered 1–2 years ago, and 13 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
17 of 87 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ISCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — ISCB

In 2026 Q2, 36 hedge funds were net buyers of ISCB (12 opened a new position, 24 added to an existing one), while 34 reduced or exited (25 trimmed, 9 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 53% of total institutional value in ISCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: ISCB

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

Market Analysis: ISCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCB

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ISCB
87 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 87 84 3.57%
13F Shares 2M 2M 0.75%
Total Value $120M $104M 16.13%
New Positions 12 9 +3
Increased Positions 24 32 -8
Closed Positions 9 10 -1
Reduced Positions 25 23 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCB

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Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:
Top 25 ISCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richwood Investment Advisors, LLC 0.47% 8,934 $675K
2 Brand Asset Management Group, Inc. 0.35% 21,119 $1.6M
3 Opulen Financial Group LLC 0.30% 6,216 $469K
4 Goldstein Advisors, LLC 0.25% 36,131 $2.7M
5 Pps&V Asset Management Consultants, INC. 0.23% 5,755 $435K
6 John A. Wolfe & Associates, Inc. 0.23% 2,240 $169K
7 Jim Saulnier & Associates, LLC 0.15% 4,836 $365K
8 Legacy Wealth Partners, LLC 0.14% 8,463 $639K
9 Christensen, King & Associates Investment Services, Inc. 0.14% 4,777 $361K
10 Strategic Financial Planning, Inc. 0.14% 3,580 $270K
11 New Insight Wealth Advisors 0.11% 4,880 $368K
12 Flagstar Securities, Inc 0.10% 4,348 $328K
13 Gladstone Institutional Advisory LLC 0.08% 34,130 $2.6M
14 WPG Advisers, LLC 0.07% 1,616 $122K
15 Nations Financial Group Inc, /Ia/ /Adv 0.07% 19,651 $1.5M
16 Sfam, LLC 0.04% 629 $47K
17 Pathway Financial Advisors LLC 0.04% 4,350 $326K
18 Key FInancial Inc 0.03% 2,320 $175K
19 Matrix Private Capital Group LLC 0.03% 792 $60K
20 Schneider Downs Wealth Management Advisors, LP 0.02% 3,040 $230K
21 Parsons Capital Management Inc/Ri 0.02% 6,180 $467K
22 Choreo, LLC 0.02% 25,010 $1.9M
23 Compass Ion Advisors, LLC 0.02% 2,936 $222K
24 Cetera Investment Advisers 0.02% 271,969 $20.5M
25 Guardian Wealth Advisors, LLC / Nc 0.02% 4,041 $305K
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 (ISCB)

What does the Smart Money Trend signal show for ISCB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ISCB 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 ISCB?

Slight buying edge — 51% buying: Last quarter: 36 funds bought or added vs 34 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 ISCB holders?

Elite ownership — 53% AUM from top-100 funds: 17 of 87 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ISCB. 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 ISCB?

70% of holders stayed for 2+ years: 61 out of 87 hedge funds have held ISCB 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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