Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISCF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — ISCF

Based on 125 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ISCF 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
125 hedge funds hold ISCF 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 — +23% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+23% 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 — 56% buying

66 buying51 selling
Last quarter: 66 funds bought or added vs 51 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 20 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 30% medium ■ 26% new
55 out of 125 hedge funds have held ISCF 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.
💎

Buying through price weakness — shares +17%, value -86%

Value
-85%
Shares
+16%
Last quarter: funds added +17% more shares while total portfolio value only changed -86%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

16 → 13 → 20 → 10 → 14 new funds/Q
New funds entering each quarter: 13 → 20 → 10 → 14. ISCF 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 — 48% of holders stayed 2+ years

■ 48% veterans ■ 15% 1-2yr ■ 37% new
Of 125 current holders: 60 (48%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
12 of 125 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: ISCF

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

Market Analysis: ISCF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCF

-- --

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: ISCF
2026 Q1 Stats Unlock in 10 days 125 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 118 5.93%
13F Shares 8M 7M 16.62%
Total Value $368M $2.61B -85.93%
New Positions 14 10 +4
Increased Positions 52 37 +15
Closed Positions 7 5 +2
Reduced Positions 44 47 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

125 + investors

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

Top 25 institutional holders of ISCF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Causey Wealth LLC 5.65% 278,887 $11.6M
2 Main Street Research LLC 4.76% 1,958,627 $81.9M
3 Phoenix Wealth Advisors 4.33% 262,181 $11.0M
4 White Wing Wealth Management 2.15% 85,631 $3.6M
5 Williams & Novak, LLC 1.86% 58,374 $2.5M
6 Financial Strategies Group, Inc. 1.64% 222,638 $9.8M
7 Financial Freedom, LLC 1.50% 72,081 $3.0M
8 EVOLVE PRIVATE WEALTH, LLC 1.45% 647,545 $27.1M
9 Systelligence, LLC 1.34% 165,457 $6.9M
10 Eagle Strategies LLC 0.91% 181,789 $7.6M
11 Stonebridge Wealth Management, LLC 0.77% 19,277 $806K
12 RED REEF ADVISORS LLC 0.71% 16,917 $702K
13 Bell Investment Advisors, Inc 0.71% 108,835 $4.5M
14 Longview Financial Advisors, Inc. 0.64% 25,059 $1.0M
15 Glass Jacobson Investment Advisors llc 0.64% 44,337 $1.9M
16 Bedel Financial Consulting, Inc. 0.57% 121,055 $5.1M
17 COURIER CAPITAL LLC 0.42% 180,890 $7.6M
18 RHS Financial, LLC 0.41% 20,509 $857K
19 ARBOR CAPITAL MANAGEMENT INC /ADV 0.39% 10,803 $479K
20 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.38% 22,121 $924K
21 JBF Capital, Inc. 0.35% 56,312 $2.4M
22 SouthState Bank Corp 0.32% 163,270 $6.8M
23 McAdam, LLC 0.30% 158,851 $6.6M
24 Intrua Financial, LLC 0.26% 61,363 $2.6M
25 Breakwater Capital Group 0.20% 34,941 $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 (ISCF)

What does the Smart Money Trend signal show for ISCF?

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

Slight buying edge — 56% buying: Last quarter: 66 funds bought or added vs 51 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 ISCF holders?

Smaller funds dominant — 18% AUM from top-100: 12 of 125 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISCF?

44% of holders stayed for 2+ years: 55 out of 125 hedge funds have held ISCF 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.