ISHARES TR (ISVL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, ISVL has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), ISVL gained +16.7% vs +13.7% 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.

ISHARES TR (ISVL)

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

Smart Money Signals — ISVL

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added ISVL 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

30 hedge funds hold ISVL 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 — +100% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+100% 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.

🟢

More buyers than sellers — 71% buying

20 buying8 selling

Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 5 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 37% long-term, 37% new

■ 37% conviction (2yr+) ■ 27% medium ■ 37% new

Of the 30 current holders: 11 (37%) held >2 years, 8 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +96%, value +80%

Value

+80%

+95%

Last quarter: funds added +96% more shares while total portfolio value only changed +80%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~9 new funds/quarter

2 → 6 → 5 → 6 → 9 new funds/Q

New funds entering each quarter: 6 → 5 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 37% veterans, 50% new entrants

■ 37% veterans ■ 13% 1-2yr ■ 50% new

Of 30 current holders: 11 (37%) held 2+ years, 4 held 1–2 years, 15 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

8 of 30 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	30	23	30.43%
13F Shares	950K	486K	95.56%
Total Value	$42M	$23M	80.33%
New Positions	9	6	+3
Increased Positions	11	6	+5
Closed Positions	2	3	-1
Reduced Positions	6	6	-
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

30.43%

13F Shares

950K

486K

95.56%

Total Value

$42M

$23M

80.33%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:

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

Top 25 institutional holders of ISVL — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Peregrine Asset Advisers, Inc.	2.03%	156,965	$7.6M
2	Valued Wealth Advisors LLC	0.83%	42,664	$2.1M
3	Glass Jacobson Investment Advisors llc	0.25%	15,291	$736K
4	E6 Portfolios, LLC	0.25%	5,030	$242K
5	INDEPENDENT FINANCIAL GROUP, LLC	0.21%	142,435	$6.9M
6	Aurelius Family Office LLC	0.17%	7,992	$385K
7	D.B. Root & Company, LLC	0.16%	14,000	$674K
8	FLOW TRADERS U.S. LLC	0.07%	48,350	$2K
9	Lansing Street Advisors	0.07%	5,616	$270K
10	Crescent Grove Advisors, LLC	0.03%	7,355	$354K
11	OSAIC HOLDINGS, INC.	0.01%	79,323	$3.8M
12	Anchor Investment Management, LLC	0.00%	600	$29K
13	NewEdge Advisors, LLC	0.00%	35,602	$36K
14	Quantinno Capital Management LP	0.00%	16,979	$817K
15	MERCER GLOBAL ADVISORS INC /ADV	0.00%	15,291	$736K
16	JANE STREET GROUP, LLC	0.00%	124,877	$6.0M
17	CAPTRUST FINANCIAL ADVISORS	0.00%	8,812	$424K
18	Creative Planning	0.00%	20,332	$978K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	5,470	$265K
20	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	7,755	$373K
21	Ancora Advisors LLC	0.00%	500	$24K
22	BANK OF AMERICA CORP /DE/	0.00%	96,356	$4.6M
23	RAYMOND JAMES FINANCIAL INC	0.00%	19,053	$917K
24	UBS Group AG	0.00%	30,000	$1.4M
25	ROYAL BANK OF CANADA	0.00%	19,680	$947K

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 (ISVL)

What does the Smart Money Trend signal show for ISVL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ISVL 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 ISVL?

More buyers than sellers — 71% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISVL holders?

Strong quality — 36% AUM from major funds: 8 of 30 holders rank in the top 100 by AUM, accounting for 36% 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 ISVL?

Mixed — 37% long-term, 37% new: Of the 30 current holders: 11 (37%) held >2 years, 8 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, ISVL has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), ISVL has gained +16.7% vs +13.7% 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.

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ISHARES TR (ISVL)

Smart Money Signals — ISVL

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +100% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~9 new funds per quarter

Mixed — 37% long-term, 37% new

Buying through price weakness — shares +96%, value +80%

Steady discovery — ~9 new funds/quarter

Mixed cohorts — 37% veterans, 50% new entrants

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — ISVL

Hedge Fund Ownership: ISVL

Market Analysis: ISVL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISVL

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

Hedge Fund Positioning: ISVL

Statistics: ISVL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ISVL)

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