Ishares Tr (ISCG) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (ISCG) following the 2026 Q2 hedge fund 13F filings?

As of today, ISCG has moved -4.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.5% for the SPY sector ETF — an outperformance of -4.5%. Since the quarter end (June 30, 2026), ISCG gained -2.8% vs +1.0% 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.

Ishares Tr (ISCG)

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

Smart Money Signals — ISCG

Based on 166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 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

166 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 — +14% more funds vs a year ago

fund count last 6Q

+21 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.

🟡

Slight buying edge — 54% buying

84 buying73 selling

Last quarter: 84 funds bought or added vs 73 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 — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 16 → 26 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 22% new

97 out of 166 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.

💰

Value +28% but shares only +7% — price-driven

Value

+27%

+7%

Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +7%. 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

23 → 22 → 16 → 26 → 28 new funds/Q

New funds entering each quarter: 22 → 16 → 26 → 28. A growing number of institutions are discovering ISCG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 25% new

Entry-cohort mix of 166 holders: 105 (63%) are 2+ year veterans, 19 entered 1–2 years ago, and 42 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

18 of 166 holders rank in the top 100 by AUM, accounting for 38% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	166	160	3.75%
13F Shares	9M	9M	7.02%
Total Value	$596M	$466M	27.71%
New Positions	28	26	+2
Increased Positions	56	67	-11
Closed Positions	22	18	+4
Reduced Positions	51	44	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

166

160

3.75%

13F Shares

7.02%

Total Value

$596M

$466M

27.71%

New Positions

Increased Positions

-11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

166 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ISCG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Three Bearings Fiduciary Advisors, Inc.	4.98%	84,793	$5.6M
2	Ipsen Advisor Group LLC	4.89%	115,986	$7.6M
3	NorthStar Asset Management LLC /NJ/	2.99%	112,064	$7.3M
4	MRA Advisory Group	2.63%	110,815	$7.3M
5	Van Diest Capital, LLC	2.29%	39,034	$2.6M
6	Beam Wealth Advisors, INC.	1.42%	104,264	$5.7M
7	Steinberganna Wealth Management	1.27%	47,572	$3.1M
8	Black Diamond Financial, LLC	1.11%	192,806	$12.6M
9	VAUGHAN & Co SECURITIES, INC.	0.72%	23,597	$1.5M
10	Gallagher Fiduciary Advisors, LLC	0.68%	317,469	$20.8M
11	Atlanta Consulting Group Advisors, LLC	0.53%	50,882	$3.3M
12	Certified Advisory Corp	0.52%	98,173	$6.4M
13	IAG Wealth Partners, LLC	0.51%	77,865	$5.1M
14	Shelton Wealth Management, LLC	0.47%	18,403	$1.2M
15	Creekside Partners	0.47%	19,807	$1.3M
16	Synergy Financial Group, LTD	0.46%	9,745	$639K
17	Phoenix Wealth Advisors	0.45%	20,541	$1.3M
18	Steele Capital Management, Inc.	0.43%	180,159	$11.8M
19	J.M. Arbour, LLC	0.43%	7,689	$504K
20	Key FInancial Inc	0.39%	36,255	$2.4M
21	G&S Capital LLC	0.38%	19,860	$1.3M
22	River's Edge Wealth Management, LLC	0.37%	6,601	$419K
23	McKinley Carter Wealth Services, Inc.	0.36%	107,441	$7.0M
24	Basepoint Wealth LLC	0.31%	8,373	$549K
25	Gilliland Jeter Wealth Management LLC	0.26%	15,174	$995K

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 — 7 quarters in a row: For 7 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?

Slight buying edge — 54% buying: Last quarter: 84 funds bought or added vs 73 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 ISCG holders?

Strong quality — 38% AUM from major funds: 18 of 166 holders rank in the top 100 by AUM, accounting for 38% 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?

58% of holders stayed for 2+ years: 97 out of 166 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 Q2 hedge fund 13F filings?

As of today, ISCG has moved -4.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.5% for the SPY sector ETF — an outperformance of -4.5%. Since the quarter end (June 30, 2026), ISCG has gained -2.8% vs +1.0% 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.

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Ishares Tr (ISCG)

Smart Money Signals — ISCG

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 54% buying

Steady new buyers — ~28 new funds per quarter

58% of holders stayed for 2+ years

Value +28% but shares only +7% — price-driven

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 25% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — ISCG

Hedge Fund Ownership: ISCG

Market Analysis: ISCG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISCG

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

Hedge Fund Positioning: ISCG

Statistics: ISCG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ISCG)

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