Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ICSH)

550 + 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
↑ +39
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — ICSH

Based on 558 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
558 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 — +27% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+27% 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.
🟢

More buyers than sellers — 60% buying

325 buying218 selling
Last quarter: 325 funds were net buyers (90 opened a brand new position + 235 added to an existing one). Only 218 were sellers (167 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ICSH position: 62 → 68 → 83 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
294 out of 558 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

49 → 62 → 68 → 83 → 90 new funds/Q
New funds entering each quarter: 62 → 68 → 83 → 90. A growing number of institutions are discovering ICSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 31% newcomers

■ 56% veterans ■ 13% 1-2yr ■ 31% new
Entry-cohort mix of 558 holders: 315 (56%) are 2+ year veterans, 71 entered 1–2 years ago, and 172 (31%) 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
23 of 558 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 325 hedge funds were net buyers of ICSH (90 opened a new position, 235 added to an existing one), while 218 reduced or exited (167 trimmed, 51 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in ICSH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 558.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 28 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: ICSH
2026 Q3 Stats Unlock in 43 days 550 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 550 519 5.97%
13F Shares 83M 72M 14.81%
Total Value $4.05B $3.57B 13.26%
New Positions 86 83 +3
Increased Positions 233 198 +35
Closed Positions 55 46 +9
Reduced Positions 167 173 -6
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 Q2)

550 + 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 Q2 · 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 Iron Gate Global Advisors LLC 6.69% 1,368,146 $69.2M
8 Bay Capital Advisors, LLC 6.66% 245,687 $12.4M
9 MJT & Associates Financial Advisory Group, Inc. 5.83% 174,177 $8.8M
10 Alkeme Wealth, LLC 5.49% 283,723 $14.4M
11 BOK Financial Private Wealth, Inc. 5.44% 2,097,755 $106.1M
12 Powerhouse Assets LLC 4.70% 114,054 $5.8M
13 Winthrop Advisory Group LLC 4.63% 1,360,435 $68.8M
14 Philadelphia Investment Partners, LLC 4.60% 145,872 $7.4M
15 Capital Advantage, Inc. 4.58% 742,780 $37.6M
16 Farrow Financial, Inc. 4.50% 166,704 $8.4M
17 Wellington Grp LLC 4.32% 277,350 $14.0M
18 Rochester Wealth Strategies, LLC 4.29% 153,381 $7.8M
19 Maimon Wealth Management LTD. 4.06% 104,115 $5.3M
20 Diversified Portfolios, Inc. 3.94% 1,073,775 $54.3M
21 General Partner, Inc. 3.77% 138,647 $7.0M
22 Congress Park Capital LLC 3.64% 266,645 $13.5M
23 Semitam Bonam LLC 3.55% 95,635 $4.8M
24 Oakmont Advisory Group, LLC 3.43% 80,806 $4.1M
25 Vilga Financial Planning LLC 3.36% 87,598 $4.4M
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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 60% buying: Last quarter: 325 funds were net buyers (90 opened a brand new position + 235 added to an existing one). Only 218 were sellers (167 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ICSH holders?

Strong quality — 28% AUM from major funds: 23 of 558 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?

53% of holders stayed for 2+ years: 294 out of 558 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.

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