Ishares Tr (ILCV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (ILCV) following the 2026 Q2 hedge fund 13F filings?

As of today, ILCV has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), ILCV gained +6.0% vs +1.4% 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.

Ishares Tr (ILCV)

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

Smart Money Signals — ILCV

Based on 200 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 ILCV 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

200 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 — +21% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+21% 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 — 52% buying

89 buying81 selling

Last quarter: 89 funds bought or added vs 81 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.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 18 → 21 → 36 → 24. 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.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 26% new

98 out of 200 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.

🚀

Acceleration phase — new buyers rushing in

21 → 18 → 21 → 36 → 24 new funds/Q

New funds entering each quarter: 18 → 21 → 36 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 52% veterans vs 27% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 27% new

Entry-cohort mix of 200 holders: 105 (52%) are 2+ year veterans, 41 entered 1–2 years ago, and 54 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

22 of 200 holders rank in the top 100 by AUM, accounting for 39% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	199	191	4.19%
13F Shares	8M	9M	-5.25%
Total Value	$744M	$727M	2.41%
New Positions	24	36	-12
Increased Positions	64	71	-7
Closed Positions	16	15	+1
Reduced Positions	66	43	+23
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

199

191

4.19%

13F Shares

-5.25%

Total Value

$744M

$727M

2.41%

New Positions

-12

Increased Positions

-7

Closed Positions

Reduced Positions

+23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

199 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ILCV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northwest Wealth Advisors, LLC	10.06%	172,952	$17.5M
2	Lauer Wealth, LLC	9.14%	147,394	$15.2M
3	Woodard & Co Asset Management Group Inc /Adv	3.44%	236,017	$23.9M
4	Apex Wealth Management, LLC	3.18%	51,391	$5.2M
5	NorthStar Asset Management LLC /NJ/	3.10%	75,407	$7.6M
6	Van Diest Capital, LLC	3.01%	33,220	$3.4M
7	Barrett & Company, INC.	2.78%	98,106	$9.9M
8	Sheridan Capital Management, LLC	2.70%	55,420	$5.6M
9	Steele Capital Management, Inc.	2.51%	674,771	$68.3M
10	Ipsen Advisor Group LLC	2.38%	36,517	$3.7M
11	Absolute Capital Management, LLC	2.12%	83,900	$8.5M
12	Tandem Financial, LLC	2.02%	66,287	$6.7M
13	Kiley Juergens Wealth Management, LLC	1.40%	88,508	$9.0M
14	Asempa Wealth Advisors	1.30%	17,168	$1.7M
15	Regatta Research & Money Management	0.97%	10,132	$1.0M
16	Jim Saulnier & Associates, LLC	0.64%	15,639	$1.6M
17	AssuredPartners Investment Advisors, LLC	0.53%	53,636	$5.4M
18	Cedar Point Capital Partners, LLC	0.50%	8,524	$863K
19	Madison Wealth Partners, Inc	0.45%	35,051	$3.5M
20	Anb Bank	0.43%	11,378	$1.2M
21	AlphaCore Capital LLC	0.42%	226,633	$22.9M
22	RCW Management, LLC	0.39%	4,261	$431K
23	Key Capital Management, INC	0.37%	7,179	$727K
24	Systelligence, LLC	0.37%	22,045	$2.2M
25	Brand Asset Management Group, Inc.	0.33%	14,639	$1.5M

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?

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

Slight buying edge — 52% buying: Last quarter: 89 funds bought or added vs 81 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 ILCV holders?

Strong quality — 39% AUM from major funds: 22 of 200 holders rank in the top 100 by AUM, accounting for 39% 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 ILCV?

49% of holders stayed for 2+ years: 98 out of 200 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.

Is it too late to buy Ishares Tr (ILCV) following the 2026 Q2 hedge fund 13F filings?

As of today, ILCV has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), ILCV has gained +6.0% vs +1.4% 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.

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Ishares Tr (ILCV)

Smart Money Signals — ILCV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 52% buying

Fewer new buyers each quarter (-12 vs last Q)

49% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 52% veterans vs 27% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — ILCV

Hedge Fund Ownership: ILCV

Market Analysis: ILCV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ILCV

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

Hedge Fund Positioning: ILCV

Statistics: ILCV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ILCV)

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