ISHARES TR (ISCF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (ISCF)

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

Smart Money Signals — ISCF

Based on 125 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 ISCF 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

125 hedge funds hold ISCF 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 — +23% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+23% 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.

🟡

Slight buying edge — 56% buying

66 buying51 selling

Last quarter: 66 funds bought or added vs 51 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 20 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 30% medium ■ 26% new

55 out of 125 hedge funds have held ISCF 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 +17%, value -86%

Value

-85%

+16%

Last quarter: funds added +17% more shares while total portfolio value only changed -86%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

16 → 13 → 20 → 10 → 14 new funds/Q

New funds entering each quarter: 13 → 20 → 10 → 14. ISCF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 15% 1-2yr ■ 37% new

Of 125 current holders: 60 (48%) 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.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

12 of 125 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	125	118	5.93%
13F Shares	8M	7M	16.62%
Total Value	$368M	$2.61B	-85.93%
New Positions	14	10	+4
Increased Positions	52	37	+15
Closed Positions	7	5	+2
Reduced Positions	44	47	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

125

118

5.93%

13F Shares

16.62%

Total Value

$368M

$2.61B

-85.93%

New Positions

Increased Positions

+15

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

125 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of ISCF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Main Street Research LLC	4.76%	1,958,627	$81.9M
2	Phoenix Wealth Advisors	4.33%	262,181	$11.0M
3	White Wing Wealth Management	2.15%	85,631	$3.6M
4	Williams & Novak, LLC	1.86%	58,374	$2.5M
5	Financial Freedom, LLC	1.50%	72,081	$3.0M
6	EVOLVE PRIVATE WEALTH, LLC	1.45%	647,545	$27.1M
7	Systelligence, LLC	1.34%	165,457	$6.9M
8	Eagle Strategies LLC	0.91%	181,789	$7.6M
9	Stonebridge Wealth Management, LLC	0.77%	19,277	$806K
10	RED REEF ADVISORS LLC	0.71%	16,917	$702K
11	Bell Investment Advisors, Inc	0.71%	108,835	$4.5M
12	Longview Financial Advisors, Inc.	0.64%	25,059	$1.0M
13	Glass Jacobson Investment Advisors llc	0.64%	44,337	$1.9M
14	COURIER CAPITAL LLC	0.42%	180,890	$7.6M
15	RHS Financial, LLC	0.41%	20,509	$857K
16	ARBOR CAPITAL MANAGEMENT INC /ADV	0.39%	10,803	$479K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.38%	22,121	$924K
18	Intrua Financial, LLC	0.26%	61,363	$2.6M
19	Breakwater Capital Group	0.20%	34,941	$1.5M
20	Comprehensive Money Management Services LLC	0.18%	6,428	$269K
21	Narus Financial Partners, LLC	0.15%	13,615	$569K
22	KWB Wealth	0.14%	34,149	$1.4M
23	Faithward Advisors, LLC	0.13%	22,637	$946K
24	Certified Advisory Corp	0.11%	29,960	$1.3M
25	MOLLER WEALTH PARTNERS	0.10%	11,906	$498K

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 (ISCF)

What does the Smart Money Trend signal show for ISCF?

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

Slight buying edge — 56% buying: Last quarter: 66 funds bought or added vs 51 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 ISCF holders?

Smaller funds dominant — 18% AUM from top-100: 12 of 125 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISCF?

44% of holders stayed for 2+ years: 55 out of 125 hedge funds have held ISCF 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.

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ISHARES TR (ISCF)

Smart Money Signals — ISCF

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~14 new funds per quarter

44% of holders stayed for 2+ years

Buying through price weakness — shares +17%, value -86%

Peak discovery — momentum slowing

Deep conviction — 48% of holders stayed 2+ years

Smaller funds dominant — 18% AUM from top-100

Hedge Fund Ownership: ISCF

Market Analysis: ISCF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISCF

Hedge Fund Positioning: ISCF

Statistics: ISCF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ISCF)

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