Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IMCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — IMCV

Based on 151 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IMCV 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
151 hedge funds hold IMCV 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 — +14% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

81 buying54 selling
Last quarter: 81 funds were net buyers (18 opened a brand new position + 63 added to an existing one). Only 54 were sellers (40 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 16 → 18. 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+) ■ 19% medium ■ 19% new
94 out of 151 hedge funds have held IMCV 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

12 → 12 → 14 → 16 → 18 new funds/Q
New funds entering each quarter: 12 → 14 → 16 → 18. A growing number of institutions are discovering IMCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 151 current holders: 95 (63%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
15 of 151 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: IMCV

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

Market Analysis: IMCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMCV

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IMCV
2026 Q1 Stats Unlock in 18 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 147 2.72%
13F Shares 7M 7M 7.09%
Total Value $596M $544M 9.65%
New Positions 18 16 +2
Increased Positions 63 62 +1
Closed Positions 14 15 -1
Reduced Positions 40 32 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMCV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of IMCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matrix Trust Co 2.92% 207,319 $18K
2 Millstone Evans Group, LLC 1.95% 38,313 $3.2M
3 Marietta Wealth Management, LLC 1.31% 130,251 $11.0M
4 JIM SAULNIER & ASSOCIATES, LLC 1.03% 24,931 $2.1M
5 DDFG, Inc 0.91% 49,896 $4.2M
6 Steele Capital Management, Inc. 0.73% 207,319 $17.6M
7 Orgel Wealth Management, LLC 0.63% 342,827 $29.1M
8 Portland Financial Advisors Inc 0.46% 2,600 $220K
9 FLAGSTAR ADVISORS INC 0.45% 14,728 $1.2M
10 Courage Miller Partners, LLC 0.44% 18,515 $1.6M
11 Sovran Advisors, LLC 0.39% 55,996 $5.0M
12 GHP Investment Advisors, Inc. 0.28% 81,317 $6.9M
13 CALIBER WEALTH MANAGEMENT, LLC / KS 0.23% 24,638 $2.1M
14 LAWOOD & CO 0.22% 2,844 $241K
15 James J. Burns & Company, LLC 0.22% 18,922 $1.6M
16 Odyssey Capital Advisors, Inc. 0.20% 2,641 $224K
17 LRI Investments, LLC 0.17% 22,656 $1.9M
18 rebel Financial LLC 0.16% 4,382 $372K
19 Allegheny Financial Group 0.15% 13,279 $1.1M
20 Madison Wealth Partners, Inc 0.13% 9,754 $827K
21 Avior Wealth Management, LLC 0.13% 53,240 $4.5M
22 5T Wealth, LLC 0.08% 2,523 $214K
23 Dynamic Advisor Solutions LLC 0.07% 27,600 $2.3M
24 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.06% 4,769 $404K
25 Revisor Wealth Management LLC 0.06% 2,527 $214K
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 (IMCV)

What does the Smart Money Trend signal show for IMCV?

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

More buyers than sellers — 60% buying: Last quarter: 81 funds were net buyers (18 opened a brand new position + 63 added to an existing one). Only 54 were sellers (40 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMCV holders?

Strong quality — 29% AUM from major funds: 15 of 151 holders rank in the top 100 by AUM, accounting for 29% 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 IMCV?

62% of holders stayed for 2+ years: 94 out of 151 hedge funds have held IMCV 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.