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

ISHARES TR (IMCB)

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

Smart Money Signals — IMCB

Based on 189 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 IMCB 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

189 hedge funds hold IMCB 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 — +11% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

97 buying62 selling

Last quarter: 97 funds were net buyers (23 opened a brand new position + 74 added to an existing one). Only 62 were sellers (48 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 17 → 28 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new

118 out of 189 hedge funds have held IMCB 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

16 → 12 → 17 → 28 → 23 new funds/Q

New funds entering each quarter: 12 → 17 → 28 → 23. 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.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new

Of 189 current holders: 121 (64%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds

17 of 189 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	189	180	5.0%
13F Shares	10M	8M	32.68%
Total Value	$834M	$627M	32.91%
New Positions	23	28	-5
Increased Positions	74	68	+6
Closed Positions	14	18	-4
Reduced Positions	48	39	+9
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

189

180

5.0%

13F Shares

10M

32.68%

Total Value

$834M

$627M

32.91%

New Positions

-5

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

189 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMCB. 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 IMCB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northwest Wealth Advisors, LLC	8.53%	143,117	$11.9M
2	Fortitude Financial, LLC	8.06%	182,541	$15.2M
3	Sunburst Financial Group, LLC	3.39%	220,648	$18.4M
4	MEANS INVESTMENT CO., INC.	3.14%	432,405	$36.1M
5	Matrix Trust Co	2.63%	189,793	$16K
6	CREATIVE FINANCIAL DESIGNS INC /ADV	0.95%	186,408	$15.6M
7	JIM SAULNIER & ASSOCIATES, LLC	0.68%	16,702	$1.4M
8	Steele Capital Management, Inc.	0.66%	191,542	$16.0M
9	Opulen Financial Group LLC	0.54%	9,213	$769K
10	LAWOOD & CO	0.52%	6,736	$562K
11	Rede Wealth, LLC	0.47%	15,702	$1.3M
12	S.A. Mason LLC	0.36%	11,498	$959K
13	Goldstein Advisors, LLC	0.35%	37,786	$3.2M
14	United Advisor Group, LLC	0.32%	30,739	$2.6M
15	FLAGSTAR ADVISORS INC	0.27%	8,795	$734K
16	Financial Futures Ltd Liability Co.	0.20%	5,481	$457K
17	TRUEFG, LLC	0.19%	8,571	$715K
18	Stratos Wealth Partners, LTD.	0.18%	187,984	$15.7M
19	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	0.17%	3,400	$284K
20	STEINBERGANNA WEALTH MANAGEMENT	0.16%	3,958	$330K
21	Kaydan Wealth Management, Inc.	0.15%	5,392	$450K
22	Hoxton Planning & Management, LLC	0.14%	5,586	$466K
23	Proactive Wealth Strategies LLC	0.13%	8,604	$718K
24	Sowell Financial Services LLC	0.11%	35,985	$3.0M
25	Mosley Wealth Management	0.10%	2,621	$218K

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 (IMCB)

What does the Smart Money Trend signal show for IMCB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IMCB 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 IMCB?

More buyers than sellers — 61% buying: Last quarter: 97 funds were net buyers (23 opened a brand new position + 74 added to an existing one). Only 62 were sellers (48 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMCB holders?

Elite ownership — 40% AUM from top-100 funds: 17 of 189 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMCB. 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 IMCB?

62% of holders stayed for 2+ years: 118 out of 189 hedge funds have held IMCB 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 (IMCB)

Smart Money Signals — IMCB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~23 new funds per quarter

62% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 40% AUM from top-100 funds

Hedge Fund Ownership: IMCB

Market Analysis: IMCB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IMCB

Hedge Fund Positioning: IMCB

Statistics: IMCB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IMCB)

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