Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — ISCV

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

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ISCV 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 ISCV 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 — +12% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 73% buying

74 buying28 selling
Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 28 were sellers (18 trimmed + 10 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: 12 → 8 → 19 → 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+) ■ 22% medium ■ 18% new
75 out of 125 hedge funds have held ISCV 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.
🚀

Acceleration phase — new buyers rushing in

16 → 12 → 8 → 19 → 21 new funds/Q
New funds entering each quarter: 12 → 8 → 19 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Of 125 current holders: 77 (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 — 32% AUM from major funds

32% from top-100 AUM funds
15 of 125 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ISCV

In 2025 Q4, 74 hedge funds were net buyers of ISCV (21 opened a new position, 53 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 32% of total institutional value in ISCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: ISCV

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

Market Analysis: ISCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCV

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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.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: ISCV
2026 Q1 Stats Unlock in 9 days 125 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 114 9.65%
13F Shares 5M 4M 9.84%
Total Value $322M $284M 13.4%
New Positions 21 19 +2
Increased Positions 53 28 +25
Closed Positions 10 11 -1
Reduced Positions 18 41 -23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCV

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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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 ISCV. Verified SEC 13F-HR filings.

Top 25 institutional holders of ISCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 10.59% 293,423 $20.4M
2 MB Generational Wealth, LLC 3.38% 88,015 $6.1M
3 Matrix Trust Co 2.17% 187,603 $13K
4 Twin Cities Retirement Group LLC 1.85% 29,093 $2.0M
5 Viewpoint Capital Management LLC 1.47% 45,394 $3.2M
6 John A. Wolfe & Associates, Inc. 0.55% 5,128 $356K
7 Steele Capital Management, Inc. 0.54% 187,603 $13.0M
8 EXCHANGE TRADED CONCEPTS, LLC 0.47% 946,217 $65.8M
9 JIM SAULNIER & ASSOCIATES, LLC 0.34% 10,052 $699K
10 Northwest Wealth Advisors, LLC 0.33% 6,588 $458K
11 PACIFIC SUN FINANCIAL CORP 0.31% 9,319 $648K
12 Rodgers & Associates, LTD 0.30% 41,835 $2.9M
13 Unified Investment Management 0.29% 4,047 $281K
14 rebel Financial LLC 0.20% 6,524 $453K
15 Courage Miller Partners, LLC 0.15% 7,774 $540K
16 KELLY FINANCIAL GROUP LLC 0.15% 8,586 $597K
17 Black Diamond Financial, LLC 0.15% 19,629 $1.4M
18 Abel Hall, LLC 0.15% 9,817 $682K
19 Towerpoint Wealth, LLC 0.14% 5,010 $348K
20 Key FInancial Inc 0.14% 11,031 $767K
21 Sensible Money, LLC 0.12% 5,731 $398K
22 LRI Investments, LLC 0.11% 17,976 $1.2M
23 Prosperity Consulting Group, LLC 0.11% 34,637 $2.4M
24 Lansing Street Advisors 0.09% 4,873 $339K
25 Chicago Partners Investment Group LLC 0.08% 50,384 $3.7M
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 (ISCV)

What does the Smart Money Trend signal show for ISCV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ISCV 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 ISCV?

More buyers than sellers — 73% buying: Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISCV holders?

Strong quality — 32% AUM from major funds: 15 of 125 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 ISCV?

60% of holders stayed for 2+ years: 75 out of 125 hedge funds have held ISCV 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.