Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ILCG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — ILCG

Based on 350 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ILCG 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
350 hedge funds hold ILCG 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 — +18% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

151 buying106 selling
Last quarter: 151 funds bought or added vs 106 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 (+25 vs last Q)

new funds entering per quarter
Funds opening a new ILCG position: 47 → 47 → 20 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
192 out of 350 hedge funds have held ILCG 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 +29% but shares only +7% — price-driven

Value
+29%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +7%. 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.
📊

Peak discovery — momentum slowing

45 → 47 → 47 → 20 → 45 new funds/Q
New funds entering each quarter: 47 → 47 → 20 → 45. ILCG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 352 holders: 201 (57%) are 2+ year veterans, 59 entered 1–2 years ago, and 92 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
23 of 350 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ILCG

In 2026 Q2, 151 hedge funds were net buyers of ILCG (45 opened a new position, 106 added to an existing one), while 106 reduced or exited (87 trimmed, 19 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 41% of total institutional value in ILCG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 350.

Hedge Fund Ownership: ILCG

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

Market Analysis: ILCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILCG

-- --

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

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

Signal Freshness measures how much ILCG has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 86d ago
ILCG
+0.2%
SPY
+3.1%

ILCG outperformed SPY by -2.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
ILCG
-0.7%
SPY
-1.8%

Since the filing became public, ILCG outperformed SPY by +1.1% .

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.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ILCG
350 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 350 324 8.02%
13F Shares 16M 15M 6.75%
Total Value $1.80B $1.39B 29.31%
New Positions 45 20 +25
Increased Positions 106 109 -3
Closed Positions 19 34 -15
Reduced Positions 87 95 -8
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: ILCG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

350 + investors

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

QUARTER:
Top 25 ILCG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clearstead Trust, LLC 11.23% 734,041 $85.9M
2 B&D White Capital Company, LLC 5.49% 471,430 $55.2M
3 Goodman Advisory Group, LLC 4.62% 171,762 $20.1M
4 Win Advisors, Inc 4.02% 96,476 $11.3M
5 Ipsen Advisor Group LLC 3.98% 52,862 $6.2M
6 LongView Wealth Management 3.86% 128,562 $15.0M
7 FAS Wealth Partners, Inc. 3.80% 623,515 $73.0M
8 Northwest Wealth Advisors, LLC 2.93% 43,587 $5.1M
9 Kiley Juergens Wealth Management, LLC 2.60% 141,722 $16.6M
10 Corsicana & Co. 2.57% 45,287 $5.3M
11 Asempa Wealth Advisors 2.32% 26,560 $3.1M
12 Hershey Financial Advisers, LLC 2.27% 27,023 $3.2M
13 Arcadia Wealth Management, LLC 2.25% 61,199 $7.2M
14 American Financial & Tax Strategies Inc 2.22% 42,022 $4.9M
15 Elevation Capital Advisory, LLC 1.95% 43,105 $5.0M
16 Investors Research Corp 1.91% 91,309 $10.7M
17 McKinley Carter Wealth Services, Inc. 1.68% 279,192 $32.7M
18 Steinberganna Wealth Management 1.39% 29,154 $3.4M
19 Bawa N Mallick Trust 1.24% 32,857 $3.8M
20 Sunburst Financial Group, LLC 1.11% 58,544 $6.9M
21 Woodard & Co Asset Management Group Inc /Adv 1.09% 64,730 $7.6M
22 Shira Ridge Wealth Management 0.90% 22,117 $2.6M
23 Greykasell Wealth Strategies, Inc. 0.86% 20,235 $2.4M
24 Marietta Wealth Management, LLC 0.84% 70,015 $8.2M
25 Brand Asset Management Group, Inc. 0.83% 32,117 $3.8M
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 (ILCG)

What does the Smart Money Trend signal show for ILCG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ILCG 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 ILCG?

Slight buying edge — 59% buying: Last quarter: 151 funds bought or added vs 106 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 ILCG holders?

Elite ownership — 41% AUM from top-100 funds: 23 of 350 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ILCG?

55% of holders stayed for 2+ years: 192 out of 350 hedge funds have held ILCG 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 (ILCG) following the 2026 Q2 hedge fund 13F filings?

As of today, ILCG has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (June 30, 2026), ILCG has gained +0.2% vs +3.1% 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.

Full history →