Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISCB)

84 + 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
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — ISCB

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
84 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 — 56% buying

41 buying32 selling
Last quarter: 41 funds bought or added vs 32 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: 7 → 7 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 18% medium 12% new
59 out of 84 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.
💰

Price up while funds trimmed (-28% value, -45% shares)

Value
-27%
Shares
-45%
Last quarter: total value of institutional ISCB holdings rose -28% even though funds reduced share count by 45%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~9 new funds/quarter

6 → 7 → 7 → 9 → 9 new funds/Q
New funds entering each quarter: 7 → 7 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 17% newcomers

68% veterans 15% 1-2yr 17% new
Entry-cohort mix of 84 holders: 57 (68%) are 2+ year veterans, 13 entered 1–2 years ago, and 14 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
16 of 84 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.4
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 — ISCB

In 2026 Q1, 41 hedge funds were net buyers of ISCB (9 opened a new position, 32 added to an existing one), while 32 reduced or exited (23 trimmed, 9 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 52% of total institutional value in ISCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 84.

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.

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

Signal Freshness measures how much ISCB 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 · 89d ago
ISCB
+15.1%
SPY
+12.4%

ISCB outperformed SPY by +2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
ISCB
+7.3%
SPY
-1.1%

Since the filing became public, ISCB outperformed SPY by +8.4% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ISCB
84 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 84 -
13F Shares 2M 3M -45.21%
Total Value $104M $143M -27.73%
New Positions 9 9 -
Increased Positions 32 27 +5
Closed Positions 9 4 +5
Reduced Positions 23 25 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCB

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Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

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

QUARTER:
Top 25 ISCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richwood Investment Advisors, LLC 0.46% 9,159 $596K
2 Brand Asset Management Group, Inc. 0.36% 21,528 $1.4M
3 Jim Saulnier & Associates, LLC 0.32% 10,148 $661K
4 Opulen Financial Group LLC 0.28% 6,198 $403K
5 Goldstein Advisors, LLC 0.27% 36,963 $2.4M
6 Pps&V Asset Management Consultants, INC. 0.23% 5,755 $375K
7 John A. Wolfe & Associates, Inc. 0.22% 2,240 $146K
8 KFA Private Wealth Group, LLC 0.17% 10,780 $702K
9 Legacy Wealth Partners, LLC 0.14% 8,626 $561K
10 Christensen, King & Associates Investment Services, Inc. 0.13% 4,777 $311K
11 New Insight Wealth Advisors 0.13% 5,543 $361K
12 Flagstar Advisors Inc 0.10% 4,341 $283K
13 Gladstone Institutional Advisory LLC 0.09% 36,140 $2.4M
14 WPG Advisers, LLC 0.08% 1,616 $105K
15 Nations Financial Group Inc, /Ia/ /Adv 0.07% 19,940 $1.3M
16 TopTier Wealth Management, LLC 0.06% 1,600 $104K
17 Sfam, LLC 0.04% 629 $41K
18 Pathway Financial Advisors LLC 0.04% 4,350 $286K
19 Matrix Private Capital Group LLC 0.02% 792 $52K
20 Key FInancial Inc 0.02% 1,808 $118K
21 Choreo, LLC 0.02% 24,936 $1.6M
22 Cetera Investment Advisers 0.02% 270,252 $17.6M
23 Parsons Capital Management Inc/Ri 0.02% 6,180 $402K
24 Level Four Advisory Services, LLC 0.02% 8,257 $537K
25 Guardian Wealth Advisors, LLC / Nc 0.02% 4,031 $262K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ISCB?

Slight buying edge — 56% buying: Last quarter: 41 funds bought or added vs 32 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 — 52% AUM from top-100 funds: 16 of 84 holders are among the 100 largest funds by AUM, controlling 52% 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?

70% of holders stayed for 2+ years: 59 out of 84 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.

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

As of today, ISCB has moved +7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +8.4%. Since the quarter end (March 31, 2026), ISCB has gained +15.1% vs +12.4% 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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