Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISABELLA BK CORP COM (ISBA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
92%

Smart Money Signals — ISBA

Based on 33 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 ISBA 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
33 hedge funds hold ISBA 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 — +3200% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+3200% 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 buyers than sellers — 92% buying

23 buying2 selling
Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 15 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 97% entered in last year

■ 0% conviction (2yr+) ■ 3% medium ■ 97% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +107% but shares only +46% — price-driven

Value
+106%
Shares
+45%
Last quarter: the total dollar value of institutional holdings rose +107%, but actual share count only changed +46%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

1 → 0 → 15 → 7 → 12 new funds/Q
New funds entering each quarter: 0 → 15 → 7 → 12. A growing number of institutions are discovering ISBA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 33 current holders: 33 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
13 of 33 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ISBA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — ISBA

In 2025 Q4, 23 hedge funds were net buyers of ISBA (12 opened a new position, 11 added to an existing one), while 2 reduced or exited (2 trimmed their position) — a 92% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in ISBA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: ISBA

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

Market Analysis: ISBA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISBA

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ISBA
2026 Q1 Stats Unlock in 4 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 21 57.14%
13F Shares 747K 513K 45.69%
Total Value $37M $18M 106.64%
New Positions 12 7 +5
Increased Positions 11 5 +6
Closed Positions 0 2 -2
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISBA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 institutional holders of ISBA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catalyst Funds Management Pty Ltd 0.04% 5,074 $232K
2 FourThought Financial Partners, LLC 0.03% 6,392 $292K
3 HARBOUR INVESTMENTS, INC. 0.02% 27,021 $1.2M
4 NORRIS PERNE & FRENCH LLP/MI 0.02% 5,151 $235K
5 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 14,240 $650K
6 MARSHALL WACE, LLP 0.00% 53,678 $2.5M
7 Atlantic Union Bankshares Corp 0.00% 2,563 $117K
8 Integrated Wealth Concepts LLC 0.00% 6,091 $278K
9 Schonfeld Strategic Advisors LLC 0.00% 6,505 $297K
10 MILLENNIUM MANAGEMENT LLC 0.00% 107,356 $4.9M
11 Brevan Howard Capital Management LP 0.00% 4,615 $211K
12 Qube Research & Technologies Ltd 0.00% 21,534 $983K
13 HRT FINANCIAL LP 0.00% 6,343 $289K
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 94,742 $4.3M
15 VANGUARD FIDUCIARY TRUST CO 0.00% 40,754 $1.9M
16 AMERICAN CENTURY COMPANIES INC 0.00% 18,043 $824K
17 Point72 Asset Management, L.P. 0.00% 5,989 $274K
18 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 274,048 $12.5M
19 ROTHSCHILD INVESTMENT LLC 0.00% 50 $2K
20 Clearstead Advisors, LLC 0.00% 281 $13K
21 GOLDMAN SACHS GROUP INC 0.00% 20,825 $951K
22 CITIGROUP INC 0.00% 5,290 $242K
23 UBS Group AG 0.00% 13,389 $611K
24 CWM, LLC 0.00% 756 $35K
25 MAI Capital Management 0.00% 350 $16K
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 — ISABELLA BK CORP COM (ISBA)

What does the Smart Money Trend signal show for ISBA?

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

More buyers than sellers — 92% buying: Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISBA holders?

Elite ownership — 62% AUM from top-100 funds: 13 of 33 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ISBA. 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 ISBA?

Mostly new holders — 97% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.