Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ICSH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — ICSH

Based on 518 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 ICSH 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
518 hedge funds hold ICSH 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 — +21% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 56% buying

280 buying218 selling
Last quarter: 280 funds bought or added vs 218 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 (+15 vs last Q)

new funds entering per quarter
Funds opening a new ICSH position: 48 → 62 → 67 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new
289 out of 518 hedge funds have held ICSH 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

44 → 48 → 62 → 67 → 82 new funds/Q
New funds entering each quarter: 48 → 62 → 67 → 82. A growing number of institutions are discovering ICSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 30% newcomers

■ 60% veterans ■ 11% 1-2yr ■ 30% new
Entry-cohort mix of 518 holders: 309 (60%) are 2+ year veterans, 55 entered 1–2 years ago, and 154 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
19 of 518 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — ICSH

In 2026 Q1, 280 hedge funds were net buyers of ICSH (82 opened a new position, 198 added to an existing one), while 218 reduced or exited (173 trimmed, 45 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in ICSH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 518.

Hedge Fund Ownership: ICSH

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

Market Analysis: ICSH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ICSH

-- --

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

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

Signal Freshness measures how much ICSH has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
ICSH
-0.1%
SPY
+13.0%

ICSH outperformed SPY by -13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
ICSH
+0.4%
SPY
-0.5%

Since the filing became public, ICSH outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 27 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ICSH
511 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 511 481 6.24%
13F Shares 72M 73M -1.34%
Total Value $3.55B $3.66B -3.07%
New Positions 77 67 +10
Increased Positions 197 205 -8
Closed Positions 47 46 +1
Reduced Positions 172 144 +28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ICSH

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

511 + investors

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

QUARTER:
Top 25 ICSH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foster Dykema Cabot & Partners, LLC 13.38% 4,154,724 $210.3M
2 Macro Advisors, Inc. 13.13% 628,366 $31.8M
3 Sherry Group, Inc. 13.13% 237,514 $12.0M
4 Hanseatic Management Services Inc 11.79% 243,353 $12.3M
5 Valtinson Bruner Financial Planning LLC 10.63% 764,380 $38.7M
6 Bay Capital Advisors, LLC 7.54% 241,541 $12.2M
7 Landing Point Financial Group, LLC 7.35% 299,130 $15.1M
8 Iron Gate Global Advisors LLC 6.30% 1,178,093 $59.6M
9 Mainsail Asset Management, LLC 6.16% 270,916 $13.7M
10 Forte Asset Management LLC 5.99% 269,630 $13.6M
11 Exeter Financial, LLC 5.24% 253,316 $12.8M
12 Winthrop Advisory Group LLC 5.07% 1,224,629 $62.0M
13 Philadelphia Investment Partners, LLC 4.94% 143,450 $7.3M
14 Capital Advantage, Inc. 4.84% 731,853 $37.0M
15 Powerhouse Assets LLC 4.84% 109,840 $5.6M
16 MJT & Associates Financial Advisory Group, Inc. 4.82% 129,738 $6.6M
17 Rochester Wealth Strategies, LLC 4.72% 153,641 $7.8M
18 Diversified Portfolios, Inc. 4.59% 1,102,918 $55.8M
19 Maimon Wealth Management LTD. 4.59% 97,575 $4.9M
20 Boulder Wealth Advisors, LLC 4.47% 221,346 $11.2M
21 Wellington Grp LLC 4.33% 260,099 $13.2M
22 Farrow Financial, Inc. 4.29% 149,338 $7.6M
23 Congress Park Capital LLC 4.21% 270,748 $13.7M
24 Semitam Bonam LLC 3.87% 93,568 $4.7M
25 Vilga Financial Planning LLC 3.57% 78,914 $4.0M
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 (ICSH)

What does the Smart Money Trend signal show for ICSH?

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

Slight buying edge — 56% buying: Last quarter: 280 funds bought or added vs 218 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 ICSH holders?

Strong quality — 26% AUM from major funds: 19 of 518 holders rank in the top 100 by AUM, accounting for 26% 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 ICSH?

56% of holders stayed for 2+ years: 289 out of 518 hedge funds have held ICSH 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 (ICSH) following the 2026 Q1 hedge fund 13F filings?

As of today, ICSH has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), ICSH has gained -0.1% vs +13.0% 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.

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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