Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ILCG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — ILCG

Based on 321 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 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
321 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+22% 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 — 53% buying

139 buying125 selling
Last quarter: 139 funds bought or added vs 125 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 — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 41 → 41 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 23% medium 22% new
176 out of 321 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.
📈

Growing discovery — still being found

45 → 32 → 41 → 41 → 43 new funds/Q
New funds entering each quarter: 32 → 41 → 41 → 43. A growing number of institutions are discovering ILCG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 13% 1-2yr 31% new
Of 321 current holders: 179 (56%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
15 of 321 holders rank in the top 100 by AUM, accounting for 36% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 8 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: ILCG
2026 Q1 Stats Unlock in 20 days 321 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 321 302 6.29%
13F Shares 18M 17M 2.87%
Total Value $1.77B $1.79B -1.15%
New Positions 43 41 +2
Increased Positions 96 92 +4
Closed Positions 24 23 +1
Reduced Positions 101 92 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILCG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

321 + investors

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

Top 25 institutional holders of ILCG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LongView Wealth Management 3.60% 136,102 $14.3M
2 Northwest Wealth Advisors, LLC 2.76% 40,420 $3.9M
3 KILEY JUERGENS WEALTH MANAGEMENT, LLC 2.41% 142,759 $13.6M
4 Asempa Wealth Advisors 2.04% 24,256 $2.3M
5 Arcadia Wealth Management, LLC 1.80% 52,162 $5.0M
6 Investors Research Corp 1.66% 90,847 $8.7M
7 White Pine Investment CO 1.62% 73,024 $7K
8 JIM SAULNIER & ASSOCIATES, LLC 1.53% 32,973 $3.1M
9 McKinley Carter Wealth Services, Inc. 1.49% 270,806 $25.9M
10 STEINBERGANNA WEALTH MANAGEMENT 1.34% 29,171 $2.8M
11 GM Advisory Group, LLC 1.31% 356,056 $34.0M
12 Sunburst Financial Group, LLC 1.04% 59,359 $5.7M
13 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.98% 64,379 $6.1M
14 Shira Ridge Wealth Management 0.84% 22,245 $2.1M
15 Marietta Wealth Management, LLC 0.80% 70,370 $6.7M
16 Madison Wealth Partners, Inc 0.63% 41,085 $3.9M
17 Towerpoint Wealth, LLC 0.61% 15,906 $1.5M
18 Cornerstone Wealth Management, LLC 0.52% 109,694 $10.5M
19 INVESTED ADVISORS 0.52% 5,408 $516K
20 Livet Wealth, LLC 0.52% 8,582 $819K
21 Beacon Financial Advisory LLC 0.42% 19,386 $1.9M
22 Merited Wealth, LLC 0.41% 5,129 $490K
23 Avantra Family Wealth, Inc. 0.38% 5,400 $516K
24 Pinnacle Bancorp, Inc. 0.38% 13,507 $1.3M
25 Optivise Advisory Services LLC 0.35% 6,077 $580K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 53% buying: Last quarter: 139 funds bought or added vs 125 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?

Strong quality — 36% AUM from major funds: 15 of 321 holders rank in the top 100 by AUM, accounting for 36% 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 ILCG?

55% of holders stayed for 2+ years: 176 out of 321 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.

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.