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

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

As of today, ICSH 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), ICSH gained -0.1% vs +3.4% 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 (ICSH)

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

Smart Money Signals — ICSH

Based on 519 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

519 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

+91 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

281 buying219 selling

Last quarter: 281 funds bought or added vs 219 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 ICSH position: 49 → 62 → 67 → 83. 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 ■ 26% new

289 out of 519 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 → 49 → 62 → 67 → 83 new funds/Q

New funds entering each quarter: 49 → 62 → 67 → 83. 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 519 holders: 309 (60%) are 2+ year veterans, 55 entered 1–2 years ago, and 155 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

20 of 519 holders rank in the top 100 by AUM, accounting for 28% 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.

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

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

+10

Increased Positions

197

205

-8

Closed Positions

Reduced Positions

172

144

+28

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

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 ICSH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Macro Advisors, Inc.	14.99%	929,607	$47.0M
2	Foster Dykema Cabot & Partners, LLC	12.43%	4,228,824	$213.9M
3	MY Wealth Management Inc.	11.64%	326,780	$16.5M
4	Sherry Group, Inc.	11.10%	224,753	$11.4M
5	Valtinson Bruner Financial Planning LLC	10.30%	812,880	$41.1M
6	Hanseatic Management Services Inc	7.50%	201,499	$10.2M
7	Bay Capital Advisors, LLC	6.66%	245,687	$12.4M
8	MJT & Associates Financial Advisory Group, Inc.	5.83%	174,177	$8.8M
9	Alkeme Wealth, LLC	5.49%	283,723	$14.4M
10	BOK Financial Private Wealth, Inc.	5.44%	2,097,755	$106.1M
11	Powerhouse Assets LLC	4.70%	114,054	$5.8M
12	Winthrop Advisory Group LLC	4.63%	1,360,435	$68.8M
13	Philadelphia Investment Partners, LLC	4.60%	145,872	$7.4M
14	Capital Advantage, Inc.	4.58%	742,780	$37.6M
15	Farrow Financial, Inc.	4.50%	166,704	$8.4M
16	Rochester Wealth Strategies, LLC	4.29%	153,381	$7.8M
17	Maimon Wealth Management LTD.	4.06%	104,115	$5.3M
18	Diversified Portfolios, Inc.	3.94%	1,073,775	$54.3M
19	General Partner, Inc.	3.77%	138,647	$7.0M
20	Congress Park Capital LLC	3.64%	266,645	$13.5M
21	Semitam Bonam LLC	3.55%	95,635	$4.8M
22	Oakmont Advisory Group, LLC	3.43%	80,806	$4.1M
23	Vilga Financial Planning LLC	3.36%	87,598	$4.4M
24	Prossimo Advisors, LLC	3.31%	11,329	$573K
25	Elwood & Goetz Wealth Advisory Group, LLC	3.24%	432,906	$21.9M

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: 281 funds bought or added vs 219 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 — 28% AUM from major funds: 20 of 519 holders rank in the top 100 by AUM, accounting for 28% 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 519 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 Q2 hedge fund 13F filings?

As of today, ICSH 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), ICSH has gained -0.1% vs +3.4% 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 (ICSH)

Smart Money Signals — ICSH

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 56% buying

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

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 30% newcomers

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — ICSH

Hedge Fund Ownership: ICSH

Market Analysis: ICSH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ICSH

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

Hedge Fund Positioning: ICSH

Statistics: ICSH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ICSH)

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