Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ICVT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
41%

Smart Money Signals — ICVT

Based on 407 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ICVT 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
407 hedge funds hold ICVT 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 — +20% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

182 buying260 selling
Last quarter: 260 funds reduced or exited vs 182 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 68 → 80 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 27% new
210 out of 407 hedge funds have held ICVT 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.
💰

Value +32% but shares only +14% — price-driven

Value
+32%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

40 → 47 → 68 → 80 → 70 new funds/Q
New funds entering each quarter: 47 → 68 → 80 → 70. A growing number of institutions are discovering ICVT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Entry-cohort mix of 408 holders: 235 (58%) are 2+ year veterans, 58 entered 1–2 years ago, and 115 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
25 of 405 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — ICVT

In 2026 Q2, 182 hedge funds were net buyers of ICVT (70 opened a new position, 112 added to an existing one), while 260 reduced or exited (191 trimmed, 69 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in ICVT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 407.

Hedge Fund Ownership: ICVT

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

Market Analysis: ICVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ICVT

-- --

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 8 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ICVT
402 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 402 406 -0.99%
13F Shares 17M 18M -7.95%
Total Value $1.99B $1.82B 9.85%
New Positions 69 80 -11
Increased Positions 110 118 -8
Closed Positions 71 50 +21
Reduced Positions 190 173 +17
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: ICVT

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Financial Highlights

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Institutional Holders (2026 Q2)

402 + investors

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

QUARTER:
Top 25 ICVT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tme Financial, INC. 12.46% 165,728 $20.2M
2 Provida Pension Fund Administrator 6.77% 3,956,420 $402.7M
3 Florin Court Capital LLP 6.51% 32,727 $4.0M
4 Mascagni Wealth Management, Inc. 6.19% 81,824 $10.0M
5 Kroeger Financial Partners 4.68% 39,803 $4.8M
6 Independence Financial Advisors, LLC 4.46% 141,376 $17.2M
7 Tradewinds Capital Management, LLC 4.32% 199,640 $24.3M
8 Point Nemo Capital, LLC 3.95% 64,066 $7.8M
9 Planwiser Financial, LLC 3.47% 41,005 $5.0M
10 Systelligence, LLC 3.37% 165,710 $20.2M
11 Fig Financial Advisory Services Inc /Adv 3.26% 56,473 $4.8M
12 Hilltop Partners LLC 3.23% 109,390 $13.3M
13 Baron Financial Group, LLC 2.87% 49,453 $6.0M
14 Adams Wealth Management 2.84% 121,966 $14.8M
15 Cornerstone Planning Group LLC 2.65% 180,323 $21.0M
16 Aire Advisors, LLC 2.62% 132,152 $16.1M
17 CacheTech Inc. 2.60% 132,084 $16.1M
18 360 Financial, Inc. 2.45% 79,336 $9.7M
19 Friedenthal Financial 2.02% 35,970 $4.4M
20 Mcmorgan & Co LLC 2.02% 110,144 $13.4M
21 Horizon Financial Services, LLC 1.97% 42,123 $5.1M
22 Certified Advisory Corp 1.89% 192,216 $23.4M
23 Financial Gravity Companies, Inc. 1.74% 88,192 $10.7M
24 Plan Group Financial, LLC 1.57% 62,812 $7.6M
25 Capital Wealth Management, LLC 1.54% 52,556 $6.4M
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 (ICVT)

What does the Smart Money Trend signal show for ICVT?

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

More sellers than buyers — 41% buying: Last quarter: 260 funds reduced or exited vs 182 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ICVT holders?

Strong quality — 30% AUM from major funds: 25 of 405 holders rank in the top 100 by AUM, accounting for 30% 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 ICVT?

52% of holders stayed for 2+ years: 210 out of 407 hedge funds have held ICVT 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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