Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ICF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — ICF

Based on 373 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ICF 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
373 hedge funds hold ICF 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 — +9% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

143 buying142 selling
Last quarter: 143 funds bought or added vs 142 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.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new ICF position: 24 → 45 → 31 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 17% medium 15% new
255 out of 373 hedge funds have held ICF 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

21 → 24 → 45 → 31 → 47 new funds/Q
New funds entering each quarter: 24 → 45 → 31 → 47. A growing number of institutions are discovering ICF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

71% veterans 12% 1-2yr 17% new
Entry-cohort mix of 373 holders: 264 (71%) are 2+ year veterans, 45 entered 1–2 years ago, and 64 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
29 of 373 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ICF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — ICF

In 2026 Q2, 143 hedge funds were net buyers of ICF (47 opened a new position, 96 added to an existing one), while 142 reduced or exited (115 trimmed, 27 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in ICF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 373.

Hedge Fund Ownership: ICF

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

Market Analysis: ICF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ICF

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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.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ICF
370 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 370 353 4.82%
13F Shares 20M 19M 8.04%
Total Value $1.35B $1.15B 17.68%
New Positions 47 31 +16
Increased Positions 93 95 -2
Closed Positions 30 30 -
Reduced Positions 115 120 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ICF

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Institutional Holders (2026 Q2)

370 + investors

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

QUARTER:
Top 25 ICF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 William Howard & Co Financial Advisors Inc 8.46% 160,922 $10.9M
2 Brewster Financial Planning LLC 6.75% 181,727 $12.3M
3 Innova Wealth Partners 3.09% 111,813 $7.6M
4 IFG Advisors, LLC 2.16% 231,471 $15.7M
5 Arbor Trust Wealth Advisors, LLC 1.73% 63,332 $4.3M
6 Ifrah Financial Services, Inc. 1.47% 88,702 $6.0M
7 Sfam, LLC 1.32% 23,852 $1.6M
8 Audent Global Asset Management, LLC 1.08% 14,346 $970K
9 Mine & Arao Wealth Creation & Management, LLC. 0.99% 40,250 $2.7M
10 Lbmc Investment Advisors, LLC 0.87% 238,394 $16.1M
11 Asset Management Group, Inc. 0.84% 85,137 $5.8M
12 SOA Wealth Advisors, LLC. 0.78% 68,979 $4.7M
13 Connecticut Wealth Management, LLC 0.68% 270,820 $18.3M
14 Greykasell Wealth Strategies, Inc. 0.66% 26,838 $1.8M
15 Awm Capital, LLC 0.60% 110,638 $7.5M
16 VERITY Wealth Advisors 0.54% 13,323 $901K
17 Foundations Investment Advisors, LLC 0.53% 763,220 $51.6M
18 Cornerstone Advisors Asset Management, LLC 0.53% 59,419 $4.0M
19 White Knight Strategic Wealth Advisors, LLC 0.51% 10,845 $733K
20 PW Nova Financial Services LLC 0.51% 35,134 $2.4M
21 Financial Futures Ltd Liability Co. 0.51% 19,709 $1.3M
22 McNaughton Wealth Management, LLC 0.50% 20,925 $1.4M
23 AMG National Trust Bank 0.50% 359,980 $24.3M
24 National Philanthropic Trust 0.44% 447,284 $30.2M
25 jvl associates llc 0.42% 21,796 $1.5M
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 (ICF)

What does the Smart Money Trend signal show for ICF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ICF 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 ICF?

Slight buying edge — 50% buying: Last quarter: 143 funds bought or added vs 142 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 ICF holders?

Elite ownership — 44% AUM from top-100 funds: 29 of 373 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ICF. 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 ICF?

68% of holders stayed for 2+ years: 255 out of 373 hedge funds have held ICF 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.

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