ISHARES TR (ILCV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (ILCV)

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

Smart Money Signals — ILCV

Based on 166 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

166 hedge funds hold ILCV 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

+30 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.

🟠

More sellers than buyers — 49% buying

72 buying74 selling

Last quarter: 74 funds reduced or exited vs 72 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.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 41 → 20 → 18 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 30% medium ■ 17% new

89 out of 166 hedge funds have held ILCV 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.

📊

Peak discovery — momentum slowing

21 → 41 → 20 → 18 → 19 new funds/Q

New funds entering each quarter: 41 → 20 → 18 → 19. ILCV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new

Of 166 current holders: 91 (55%) 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.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

16 of 166 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCV. 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	166	166	-
13F Shares	8M	9M	-2.09%
Total Value	$722M	$715M	0.96%
New Positions	19	18	+1
Increased Positions	53	44	+9
Closed Positions	19	15	+4
Reduced Positions	55	57	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

166

13F Shares

-2.09%

Total Value

$722M

$715M

0.96%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

166 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of ILCV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lauer Wealth, LLC	10.96%	143,906	$13.8M
2	Matrix Trust Co	10.31%	666,400	$62K
3	Northwest Wealth Advisors, LLC	10.28%	154,510	$14.4M
4	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	3.56%	238,624	$22.2M
5	Apex Wealth Management, LLC	3.27%	51,195	$4.8M
6	Sheridan Capital Management, LLC	2.73%	55,639	$5.2M
7	Steele Capital Management, Inc.	2.59%	670,175	$62.4M
8	Systelligence, LLC	2.21%	122,186	$11.4M
9	JIM SAULNIER & ASSOCIATES, LLC	1.59%	35,164	$3.3M
10	KILEY JUERGENS WEALTH MANAGEMENT, LLC	1.44%	87,592	$8.2M
11	Asempa Wealth Advisors	1.42%	17,423	$1.6M
12	AssuredPartners Investment Advisors, LLC	0.57%	56,112	$5.3M
13	Madison Wealth Partners, Inc	0.52%	35,064	$3.3M
14	RCW Management, LLC	0.41%	4,261	$397K
15	SAXON INTERESTS, INC.	0.36%	11,283	$1.1M
16	Pearl Planning LLC	0.26%	5,279	$492K
17	Detalus Advisors, LLC	0.22%	10,373	$966K
18	Verum Partners LLC	0.22%	12,400	$1.2M
19	Strategic Blueprint, LLC	0.19%	35,922	$3.3M
20	FLAGSTAR ADVISORS INC	0.19%	5,535	$516K
21	Horst & Graben Wealth Management LLC	0.17%	12,857	$1.3M
22	Towerpoint Wealth, LLC	0.17%	4,537	$423K
23	CALIBER WEALTH MANAGEMENT, LLC / KS	0.16%	15,912	$1.5M
24	Nvest Financial, LLC	0.16%	4,628	$431K
25	Key FInancial Inc	0.16%	9,482	$883K

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 (ILCV)

What does the Smart Money Trend signal show for ILCV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ILCV?

More sellers than buyers — 49% buying: Last quarter: 74 funds reduced or exited vs 72 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 ILCV holders?

Elite ownership — 41% AUM from top-100 funds: 16 of 166 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ILCV. 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 ILCV?

54% of holders stayed for 2+ years: 89 out of 166 hedge funds have held ILCV 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.

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ISHARES TR (ILCV)

Smart Money Signals — ILCV

No change last quarter

At the ownership peak (99% of max)

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

More sellers than buyers — 49% buying

Steady new buyers — ~19 new funds per quarter

54% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 55% of holders stayed 2+ years

Elite ownership — 41% AUM from top-100 funds

Hedge Fund Ownership: ILCV

Market Analysis: ILCV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ILCV

Hedge Fund Positioning: ILCV

Statistics: ILCV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ILCV)

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