Ishares Tr (ISCV) Hedge Fund Ownership (Q1 2026)

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

As of today, ISCV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ISCV gained +4.1% vs +3.4% 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 (ISCV)

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

Smart Money Signals — ISCV

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ISCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

124 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 — +10% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

56 buying54 selling

Last quarter: 56 funds bought or added vs 54 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.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 10 → 19 → 21 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new

78 out of 124 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.

📈

Growing discovery — still being found

12 → 10 → 19 → 21 → 13 new funds/Q

New funds entering each quarter: 10 → 19 → 21 → 13. A growing number of institutions are discovering ISCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 21% new

Entry-cohort mix of 124 holders: 80 (65%) are 2+ year veterans, 18 entered 1–2 years ago, and 26 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

18 of 124 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.

3.4

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	124	129	-3.88%
13F Shares	5M	5M	-0.2%
Total Value	$322M	$322M	-0.01%
New Positions	13	21	-8
Increased Positions	43	53	-10
Closed Positions	18	10	+8
Reduced Positions	36	18	+18
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

124

129

-3.88%

13F Shares

-0.2%

Total Value

$322M

-0.01%

New Positions

-8

Increased Positions

-10

Closed Positions

Reduced Positions

+18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

124 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 ISCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VAUGHAN & Co SECURITIES, INC.	10.63%	290,935	$22.8M
2	Granville Capital, INC.	4.30%	122,866	$9.6M
3	MB Generational Wealth, LLC	3.34%	86,870	$6.8M
4	Ipsen Advisor Group LLC	2.82%	55,971	$4.4M
5	Twin Cities Retirement Group LLC	1.88%	28,028	$2.2M
6	Viewpoint Capital Management LLC	1.39%	34,744	$2.7M
7	Steele Capital Management, Inc.	0.55%	189,142	$14.8M
8	John A. Wolfe & Associates, Inc.	0.54%	5,023	$393K
9	Panoramic Investment Advisors, LLC	0.51%	13,625	$1.1M
10	SGL Investment Advisors, Inc.	0.50%	17,984	$1.5M
11	Exchange Traded Concepts, LLC	0.40%	1,105,961	$86.6M
12	Northwest Wealth Advisors, LLC	0.29%	6,514	$510K
13	Rodgers & Associates, LTD	0.29%	40,697	$3.2M
14	Unified Investment Management	0.28%	3,931	$308K
15	Pacific Sun Financial Corp	0.28%	8,719	$683K
16	RMR Capital Management, LLC	0.19%	3,486	$273K
17	Jim Saulnier & Associates, LLC	0.16%	5,069	$397K
18	Richwood Investment Advisors, LLC	0.15%	2,775	$217K
19	Kelly Financial Group LLC	0.15%	8,573	$671K
20	Black Diamond Financial, LLC	0.15%	21,412	$1.7M
21	Courage Miller Partners, LLC	0.14%	6,897	$540K
22	Key FInancial Inc	0.14%	11,012	$862K
23	Abel Hall, LLC	0.14%	10,172	$797K
24	Towerpoint Wealth, LLC	0.14%	5,011	$392K
25	Sensible Money, LLC	0.12%	5,757	$451K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ISCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ISCV?

Slight buying edge — 51% buying: Last quarter: 56 funds bought or added vs 54 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 ISCV holders?

Strong quality — 32% AUM from major funds: 18 of 124 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?

63% of holders stayed for 2+ years: 78 out of 124 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.

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

As of today, ISCV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ISCV has gained +4.1% vs +3.4% 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 (ISCV)

Smart Money Signals — ISCV

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 51% buying

Fewer new buyers each quarter (-8 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 21% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — ISCV

Hedge Fund Ownership: ISCV

Market Analysis: ISCV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISCV

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

Hedge Fund Positioning: ISCV

Statistics: ISCV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ISCV)

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