Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISVL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — ISVL

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ISVL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
28 funds currently hold this stock — 93% of the 3.0-year high of 30 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +65% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+65% 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 sellers than buyers — 46% buying

13 buying15 selling
Last quarter: 15 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 9 → 3. 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.
📌

Mixed — 36% long-term, 36% new

■ 36% conviction (2yr+) ■ 29% medium ■ 36% new
Of the 28 current holders: 10 (36%) held >2 years, 8 held 1–2 years, and 10 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.
💰

Value +482% but shares only +415% — price-driven

Value
+481%
Shares
+414%
Last quarter: the total dollar value of institutional holdings rose +482%, but actual share count only changed +415%. 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.
➡️

Steady discovery — ~3 new funds/quarter

6 → 5 → 6 → 9 → 3 new funds/Q
New funds entering each quarter: 5 → 6 → 9 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 54% new entrants

■ 36% veterans ■ 11% 1-2yr ■ 54% new
Of 28 current holders: 10 (36%) held 2+ years, 3 held 1–2 years, 15 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 28 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — ISVL

In 2026 Q2, 13 hedge funds were net buyers of ISVL (3 opened a new position, 10 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: ISVL

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

Market Analysis: ISVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISVL

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ISVL
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 30 -6.67%
13F Shares 5M 950K 414.68%
Total Value $243M $42M 481.9%
New Positions 3 9 -6
Increased Positions 10 11 -1
Closed Positions 5 2 +3
Reduced Positions 10 6 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISVL

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Financial Highlights

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Institutional Holders (2026 Q2)

28 + 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:
Top 25 ISVL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peregrine Asset Advisers, Inc. 1.64% 150,124 $7.6M
2 Valued Wealth Advisors LLC 0.78% 42,745 $2.2M
3 Aurelius Family Office LLC 0.27% 13,554 $682K
4 Glass Jacobson Investment Advisors llc 0.23% 14,930 $752K
5 E6 Portfolios, LLC 0.21% 5,322 $268K
6 Focus Partners Wealth 0.21% 4,004,109 $201.6M
7 D.B. Root & Company, LLC 0.15% 13,817 $696K
8 Independent Financial Group, LLC 0.14% 151,692 $7.6M
9 Lansing Street Advisors 0.06% 5,708 $287K
10 Crescent Grove Advisors, LLC 0.03% 7,355 $370K
11 NewEdge Advisors, LLC 0.00% 32,147 $1.6M
12 Osaic Holdings, INC. 0.00% 79,161 $4.0M
13 Anchor Investment Management, LLC 0.00% 600 $30K
14 Quantinno Capital Management LP 0.00% 28,398 $1.4M
15 Mercer Global Advisors Inc /Adv 0.00% 14,930 $752K
16 Captrust Financial Advisors 0.00% 11,031 $555K
17 Creative Planning 0.00% 20,332 $1.0M
18 Ancora Advisors LLC 0.00% 500 $25K
19 Commonwealth Equity Services, LLC 0.00% 7,113 $358K
20 Wealth Enhancement Advisory Services, LLC 0.00% 5,169 $265K
21 Bank of America Corp /de/ 0.00% 100,885 $5.1M
22 Jane Street Group, LLC 0.00% 71,452 $3.6M
23 Raymond James Financial Inc 0.00% 21,064 $1.1M
24 Royal Bank of Canada 0.00% 19,520 $983K
25 Farther Finance Advisors, LLC 0.00% 266 $13K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ISVL 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 ISVL?

More sellers than buyers — 46% buying: Last quarter: 15 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ISVL holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISVL?

Mixed — 36% long-term, 36% new: Of the 28 current holders: 10 (36%) held >2 years, 8 held 1–2 years, and 10 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.

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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