Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISCG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
60%

Smart Money Signals — ISCG

Based on 158 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added ISCG 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
158 hedge funds hold ISCG 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 — +18% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+18% 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

91 buying61 selling
Last quarter: 91 funds were net buyers (24 opened a brand new position + 67 added to an existing one). Only 61 were sellers (44 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new ISCG position: 22 → 22 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
95 out of 158 hedge funds have held ISCG 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.
➡️

Steady discovery — ~24 new funds/quarter

12 → 22 → 22 → 16 → 24 new funds/Q
New funds entering each quarter: 22 → 22 → 16 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Of 158 current holders: 98 (62%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
17 of 158 holders rank in the top 100 by AUM, accounting for 29% 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 — ISCG

In 2026 Q1, 91 hedge funds were net buyers of ISCG (24 opened a new position, 67 added to an existing one), while 61 reduced or exited (44 trimmed, 17 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in ISCG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 158.

Hedge Fund Ownership: ISCG

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

Market Analysis: ISCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCG

-- --

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

Is It Too Late to Buy ISHARES TR (ISCG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ISCG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 66d ago
ISCG
+14.0%
SPY
+15.7%

ISCG outperformed SPY by -1.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 21d ago
ISCG
+1.3%
SPY
+1.8%

Since the filing became public, ISCG outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ISCG
157 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 157 151 3.97%
13F Shares 8M 8M 2.83%
Total Value $455M $448M 1.48%
New Positions 24 16 +8
Increased Positions 66 64 +2
Closed Positions 18 14 +4
Reduced Positions 44 40 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCG

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Institutional Holders (2026 Q1)

157 + investors

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

QUARTER:
Top 25 institutional holders of ISCG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ipsen Advisor Group LLC 4.43% 115,493 $6.3M
2 Systelligence, LLC 2.78% 260,499 $14.3M
3 NorthStar Asset Management LLC /NJ/ 2.76% 104,431 $5.7M
4 Van Diest Capital, LLC 2.52% 58,414 $3.2M
5 MRA Advisory Group 2.45% 109,752 $6.0M
6 Matrix Trust Co 1.62% 178,503 $10K
7 BEAM WEALTH ADVISORS, INC. 1.42% 104,264 $5.7M
8 Anfield Capital Management, LLC 1.37% 91,144 $5.0M
9 STEINBERGANNA WEALTH MANAGEMENT 1.35% 51,273 $2.8M
10 Opes Wealth Management LLC 1.16% 128,657 $7.1M
11 Black Diamond Financial, LLC 1.05% 176,121 $9.7M
12 VAUGHAN & Co SECURITIES, INC. 0.70% 24,435 $1.3M
13 Gallagher Fiduciary Advisors, LLC 0.69% 325,545 $17.8M
14 Atlanta Consulting Group Advisors, LLC 0.60% 50,882 $2.8M
15 IAG Wealth Partners, LLC 0.48% 78,077 $4.3M
16 SHELTON WEALTH MANAGEMENT, LLC 0.45% 18,904 $1.0M
17 Creekside Partners 0.45% 19,784 $1.1M
18 Phoenix Wealth Advisors 0.43% 19,912 $1.1M
19 J.M. Arbour, LLC 0.43% 8,094 $444K
20 Certified Advisory Corp 0.41% 82,625 $4.5M
21 Steele Capital Management, Inc. 0.41% 178,503 $9.8M
22 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.39% 6,856 $415K
23 Key FInancial Inc 0.36% 36,467 $2.0M
24 McKinley Carter Wealth Services, Inc. 0.33% 105,477 $5.8M
25 Synergy Financial Group, LTD 0.33% 8,053 $441K
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 (ISCG)

What does the Smart Money Trend signal show for ISCG?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ISCG 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 ISCG?

More buyers than sellers — 60% buying: Last quarter: 91 funds were net buyers (24 opened a brand new position + 67 added to an existing one). Only 61 were sellers (44 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISCG holders?

Strong quality — 29% AUM from major funds: 17 of 158 holders rank in the top 100 by AUM, accounting for 29% 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 ISCG?

60% of holders stayed for 2+ years: 95 out of 158 hedge funds have held ISCG 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.

Is it too late to buy ISHARES TR (ISCG) following the 2026 Q1 hedge fund 13F filings?

As of today, ISCG has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), ISCG has gained +14.0% vs +15.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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