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

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

As of today, SCZ 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), SCZ gained +5.9% vs +4.0% 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 (SCZ)

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

Smart Money Signals — SCZ

Based on 757 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added SCZ 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

757 hedge funds hold SCZ 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

+84 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 sellers than buyers — 46% buying

282 buying333 selling

Last quarter: 333 funds reduced or exited vs 282 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 (-29 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 77 → 51 → 107 → 78. 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.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new

501 out of 757 hedge funds have held SCZ 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

55 → 77 → 51 → 107 → 78 new funds/Q

New funds entering each quarter: 77 → 51 → 107 → 78. A growing number of institutions are discovering SCZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 18% new

Entry-cohort mix of 758 holders: 526 (69%) are 2+ year veterans, 92 entered 1–2 years ago, and 140 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

31 of 757 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SCZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	749	740	1.22%
13F Shares	144M	129M	11.64%
Total Value	$10.39B	$10.00B	3.91%
New Positions	74	107	-33
Increased Positions	201	249	-48
Closed Positions	65	61	+4
Reduced Positions	270	225	+45
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

749

740

1.22%

13F Shares

144M

129M

11.64%

Total Value

$10.39B

$10.00B

3.91%

New Positions

107

-33

Increased Positions

201

249

-48

Closed Positions

Reduced Positions

270

225

+45

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

749 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCZ. 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 SCZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bear Mountain Capital, Inc.	8.28%	343,768	$28.6M
2	Shakespeare Wealth Management, LLC	6.69%	307,098	$25.3M
3	Creekmur Asset Management LLC	6.42%	1,614	$133K
4	Financial Advisory Corp	6.00%	550,184	$45.3M
5	LTG Capital LLC	5.66%	102,786	$8.5M
6	TIAA Wealth Investment Management LLC	5.31%	9,651,143	$795.3M
7	Sound Stewardship, LLC	4.65%	137,157	$11.3M
8	Blueline Advisors LLC	4.62%	81,096	$6.7M
9	Cooke Wealth Management, LLC	3.65%	54,179	$4.5M
10	Omega Financial Group, LLC	3.57%	142,432	$11.7M
11	DORVAL Corp	3.12%	131,697	$10.8M
12	Shoker Investment Counsel, Inc.	3.05%	147,709	$12.2M
13	NorthStar Asset Management LLC /NJ/	2.76%	82,601	$6.8M
14	Brand Asset Management Group, Inc.	2.45%	134,949	$11.1M
15	Encompass Wealth Advisors, LLC	2.35%	93,904	$7.7M
16	My Personal CFO, LLC	2.34%	72,844	$6.0M
17	Ifrah Financial Services, Inc.	2.25%	111,756	$9.2M
18	Foundation Wealth Management, LLC	2.24%	46,093	$3.8M
19	Partnership Wealth Management, LLC	2.15%	38,716	$3.2M
20	Cassaday & Co Wealth Management LLC	2.10%	1,361,748	$112.0M
21	FSM Wealth Advisors, LLC	2.10%	239,967	$19.7M
22	Bank of Stockton	2.05%	88,871	$7.3M
23	WESCAP Management Group, Inc.	1.96%	127,477	$10.5M
24	Frontier Asset Management, LLC	1.94%	131,519	$10.8M
25	Shore Point Advisors, LLC	1.80%	63,860	$5.3M

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 (SCZ)

What does the Smart Money Trend signal show for SCZ?

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

More sellers than buyers — 46% buying: Last quarter: 333 funds reduced or exited vs 282 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 SCZ holders?

Elite ownership — 61% AUM from top-100 funds: 31 of 757 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SCZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCZ?

66% of holders stayed for 2+ years: 501 out of 757 hedge funds have held SCZ 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 (SCZ) following the 2026 Q2 hedge fund 13F filings?

As of today, SCZ 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), SCZ has gained +5.9% vs +4.0% 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 (SCZ)

Smart Money Signals — SCZ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-29 vs last Q)

66% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 18% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — SCZ

Hedge Fund Ownership: SCZ

Market Analysis: SCZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCZ

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

Hedge Fund Positioning: SCZ

Statistics: SCZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (SCZ)

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