Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISCB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ISCB

Based on 83 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ISCB 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
83 hedge funds hold ISCB 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 — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

36 buying29 selling
Last quarter: 36 funds bought or added vs 29 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.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 23% medium 12% new
54 out of 83 hedge funds have held ISCB 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.
💎

Buying through price weakness — shares +78%, value +38%

Value
+38%
Shares
+77%
Last quarter: funds added +78% more shares while total portfolio value only changed +38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

7 → 5 → 7 → 7 → 9 new funds/Q
New funds entering each quarter: 5 → 7 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 17% 1-2yr 18% new
Of 83 current holders: 54 (65%) 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 — 63% AUM from top-100 funds

63% from top-100 AUM funds
14 of 83 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ISCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: ISCB

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

Market Analysis: ISCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCB

-- --

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ISCB
2026 Q1 Stats Unlock in 13 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 78 6.41%
13F Shares 3M 2M 77.81%
Total Value $143M $104M 38.36%
New Positions 9 7 +2
Increased Positions 27 26 +1
Closed Positions 4 10 -6
Reduced Positions 25 17 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

83 + investors

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

Top 25 institutional holders of ISCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JIM SAULNIER & ASSOCIATES, LLC 0.32% 10,148 $661K
2 Opulen Financial Group LLC 0.28% 6,198 $403K
3 Goldstein Advisors, LLC 0.27% 36,963 $2.4M
4 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 0.23% 5,755 $375K
5 John A. Wolfe & Associates, Inc. 0.22% 2,240 $146K
6 KFA Private Wealth Group, LLC 0.17% 10,780 $702K
7 Legacy Wealth Partners, LLC 0.14% 8,626 $561K
8 Christensen, King & Associates Investment Services, Inc. 0.13% 4,777 $311K
9 FLAGSTAR ADVISORS INC 0.10% 4,341 $283K
10 WPG Advisers, LLC 0.08% 1,616 $105K
11 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% 19,940 $1.3M
12 TopTier Wealth Management, LLC 0.06% 1,600 $104K
13 SFAM, LLC 0.04% 629 $41K
14 Pathway Financial Advisors LLC 0.04% 4,350 $286K
15 Key FInancial Inc 0.02% 1,808 $118K
16 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% 6,180 $402K
17 PRIVATE TRUST CO NA 0.01% 2,135 $139K
18 NBC SECURITIES, INC. 0.01% 2,325 $151K
19 Perigon Wealth Management, LLC 0.01% 9,318 $606K
20 Global Wealth Strategies & Associates 0.01% 500 $33K
21 TSFG, LLC 0.00% 420
22 LPL Financial LLC 0.00% 189,650 $12.3M
23 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% 3,600 $253K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 30,351 $2.0M
25 Private Advisor Group, LLC 0.00% 6,955 $453K
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 (ISCB)

What does the Smart Money Trend signal show for ISCB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ISCB 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 ISCB?

Slight buying edge — 55% buying: Last quarter: 36 funds bought or added vs 29 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 ISCB holders?

Elite ownership — 63% AUM from top-100 funds: 14 of 83 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ISCB. 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 ISCB?

65% of holders stayed for 2+ years: 54 out of 83 hedge funds have held ISCB 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.