Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ICSH)

454 + 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
↑ +13
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — ICSH

Based on 454 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
454 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

258 buying186 selling
Last quarter: 258 funds bought or added vs 186 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.
➡️

Steady new buyers — ~59 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 43 → 59 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
277 out of 454 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

67 → 41 → 43 → 59 → 59 new funds/Q
New funds entering each quarter: 41 → 43 → 59 → 59. A growing number of institutions are discovering ICSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Of 454 current holders: 282 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
17 of 454 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2025 Q4, 258 hedge funds were net buyers of ICSH (59 opened a new position, 199 added to an existing one), while 186 reduced or exited (140 trimmed, 46 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in ICSH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 454.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 19 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ICSH
2026 Q1 Stats Unlock in 9 days 454 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 454 441 2.95%
13F Shares 72M 66M 7.86%
Total Value $3.62B $3.37B 7.43%
New Positions 59 59 -
Increased Positions 199 177 +22
Closed Positions 46 36 +10
Reduced Positions 140 149 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ICSH

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Institutional Holders (2026 Q1)

454 + investors

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

Top 25 institutional holders of ICSH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sherry Group, Inc. 13.13% 237,514 $12.0M
2 HANSEATIC MANAGEMENT SERVICES INC 11.79% 243,353 $12.3M
3 Valtinson Bruner Financial Planning LLC 10.63% 764,380 $38.7M
4 Bay Capital Advisors, LLC 7.54% 241,541 $12.2M
5 Landing Point Financial Group, LLC 7.35% 299,130 $15.1M
6 FORTE ASSET MANAGEMENT LLC 5.99% 269,630 $13.6M
7 Exeter Financial, LLC 5.24% 253,316 $12.8M
8 Winthrop Advisory Group LLC 5.07% 1,224,629 $62.0M
9 Philadelphia Investment Partners, LLC 4.94% 143,450 $7.3M
10 Capital Advantage, Inc. 4.84% 731,853 $37.0M
11 Powerhouse Assets LLC 4.84% 109,840 $5.6M
12 MJT & Associates Financial Advisory Group, Inc. 4.82% 129,738 $6.6M
13 Rochester Wealth Strategies, LLC 4.72% 153,641 $7.8M
14 Diversified Portfolios, Inc. 4.59% 1,102,918 $55.8M
15 MAIMON WEALTH MANAGEMENT LTD. 4.59% 97,575 $4.9M
16 Boulder Wealth Advisors, LLC 4.47% 221,346 $11.2M
17 Farrow Financial, Inc. 4.29% 149,338 $7.6M
18 Congress Park Capital LLC 4.21% 270,748 $13.7M
19 SEMITAM BONAM LLC 3.87% 93,568 $4.7M
20 Glassy Mountain Advisors, Inc. 3.50% 222,864 $11.3M
21 Elwood & Goetz Wealth Advisory Group, LLC 3.50% 407,444 $20.6M
22 Prossimo Advisors, LLC 3.49% 11,329 $573K
23 Hudson Oak Wealth Advisory LLC 3.30% 74,962 $3.8M
24 DONALDSON CAPITAL MANAGEMENT, LLC 3.16% 1,925,899 $97.5M
25 OFC FINANCIAL PLANNING, LLC 3.05% 61,380 $3.1M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 258 funds bought or added vs 186 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 — 25% AUM from major funds: 17 of 454 holders rank in the top 100 by AUM, accounting for 25% 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?

61% of holders stayed for 2+ years: 277 out of 454 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.

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.