Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IMCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IMCB

Based on 190 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IMCB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
190 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 — +9% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

84 buying75 selling
Last quarter: 84 funds bought or added vs 75 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 30 → 25 → 16. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
118 out of 190 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.
📊

Peak discovery — momentum slowing

15 → 19 → 30 → 25 → 16 new funds/Q
New funds entering each quarter: 19 → 30 → 25 → 16. IMCB 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 — 65% veterans vs 23% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 190 holders: 123 (65%) are 2+ year veterans, 24 entered 1–2 years ago, and 43 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
18 of 190 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — IMCB

In 2026 Q1, 84 hedge funds were net buyers of IMCB (16 opened a new position, 68 added to an existing one), while 75 reduced or exited (51 trimmed, 24 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 34% of total institutional value in IMCB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 190.

Hedge Fund Ownership: IMCB

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

Market Analysis: IMCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMCB

-- --

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

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

Signal Freshness measures how much IMCB has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 77d ago
IMCB
+14.9%
SPY
+15.9%

IMCB outperformed SPY by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IMCB
+6.3%
SPY
+2.0%

Since the filing became public, IMCB outperformed SPY by +4.3% .

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.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: IMCB
189 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 189 198 -4.55%
13F Shares 12M 10M 15.89%
Total Value $997M $850M 17.33%
New Positions 16 25 -9
Increased Positions 68 75 -7
Closed Positions 25 17 +8
Reduced Positions 51 49 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMCB

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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.

QUARTER:
Top 25 IMCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RMG Wealth Management LLC 13.54% 1,284,701 $117.3M
2 Northwest Wealth Advisors, LLC 8.53% 143,117 $11.9M
3 Fortitude Financial, LLC 8.06% 182,541 $15.2M
4 Sunburst Financial Group, LLC 3.39% 220,648 $18.4M
5 Means Investment CO., INC. 3.14% 432,405 $36.1M
6 Pacific Financial Group Inc 3.00% 66,732 $5.6M
7 Yarger Wealth Strategies, LLC 2.18% 65,051 $5.4M
8 Pitti Group Wealth Management, LLC 1.20% 17,674 $1.5M
9 Creative Financial Designs Inc /Adv 0.95% 186,408 $15.6M
10 Brand Asset Management Group, Inc. 0.77% 35,698 $3.0M
11 Jim Saulnier & Associates, LLC 0.68% 16,702 $1.4M
12 Steele Capital Management, Inc. 0.66% 191,542 $16.0M
13 Bedel Financial Consulting, Inc. 0.56% 59,645 $5.0M
14 Opulen Financial Group LLC 0.54% 9,213 $769K
15 Lawood & Co 0.52% 6,736 $562K
16 Rede Wealth, LLC 0.47% 15,702 $1.3M
17 S.A. Mason LLC 0.36% 11,498 $959K
18 Goldstein Advisors, LLC 0.35% 37,786 $3.2M
19 United Advisor Group, LLC 0.32% 30,739 $2.6M
20 Flagstar Advisors Inc 0.27% 8,795 $734K
21 Three Seasons Wealth, LLC 0.23% 7,170 $598K
22 Financial Futures Ltd Liability Co. 0.20% 5,481 $457K
23 Financial Perspectives, Inc 0.20% 8,591 $717K
24 Gladstone Institutional Advisory LLC 0.20% 63,430 $5.3M
25 Truefg, LLC 0.19% 8,571 $715K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IMCB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IMCB?

Slight buying edge — 53% buying: Last quarter: 84 funds bought or added vs 75 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 IMCB holders?

Strong quality — 34% AUM from major funds: 18 of 190 holders rank in the top 100 by AUM, accounting for 34% 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 IMCB?

62% of holders stayed for 2+ years: 118 out of 190 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.

Is it too late to buy Ishares Tr (IMCB) following the 2026 Q1 hedge fund 13F filings?

As of today, IMCB has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), IMCB has gained +14.9% vs +15.9% 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.

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