Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISCF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — ISCF

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
145 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 — +26% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+26% 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 — 58% buying

76 buying56 selling
Last quarter: 76 funds bought or added vs 56 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 15 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 21% new
70 out of 145 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.
📈

Growing discovery — still being found

21 → 11 → 15 → 19 → 19 new funds/Q
New funds entering each quarter: 11 → 15 → 19 → 19. A growing number of institutions are discovering ISCF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

■ 50% veterans ■ 20% 1-2yr ■ 30% new
Entry-cohort mix of 145 holders: 73 (50%) are 2+ year veterans, 29 entered 1–2 years ago, and 43 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
17 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — ISCF

In 2026 Q2, 76 hedge funds were net buyers of ISCF (19 opened a new position, 57 added to an existing one), while 56 reduced or exited (46 trimmed, 10 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: ISCF

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

Market Analysis: ISCF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: ISCF
144 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 144 136 5.88%
13F Shares 11M 10M 5.83%
Total Value $450M $409M 9.87%
New Positions 19 19 -
Increased Positions 57 56 +1
Closed Positions 11 12 -1
Reduced Positions 46 33 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCF

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Institutional Holders (2026 Q2)

144 + investors

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

QUARTER:
Top 25 ISCF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Causey Wealth LLC 4.65% 274,582 $11.9M
2 Main Street Research LLC 4.14% 2,027,356 $87.8M
3 Phoenix Wealth Advisors 4.06% 278,022 $12.0M
4 Williams & Novak Wealth Management, LLC 3.16% 110,204 $4.8M
5 TRB Wealth Management, LLC 2.29% 397,446 $17.2M
6 White Wing Wealth Management 2.02% 89,517 $3.9M
7 Evolve Private Wealth, LLC 1.82% 688,053 $29.8M
8 Financial Strategies Group, Inc. 1.62% 231,225 $10.1M
9 Financial Freedom, LLC 1.60% 80,592 $3.5M
10 Layline Advisors, LLC 1.14% 29,305 $1.3M
11 Eagle Strategies LLC 0.77% 180,163 $7.8M
12 Stonebridge Wealth Management, LLC 0.73% 18,914 $819K
13 Red Reef Advisors LLC 0.70% 17,590 $761K
14 Bell Investment Advisors, Inc 0.66% 104,448 $4.5M
15 Longview Financial Advisors, Inc. 0.63% 25,068 $1.1M
16 Glass Jacobson Investment Advisors llc 0.59% 43,524 $1.9M
17 Larson Financial Group LLC 0.57% 500,113 $21.6M
18 AllGen Financial Advisors, Inc. 0.57% 57,104 $2.4M
19 Bedel Financial Consulting, Inc. 0.49% 121,298 $5.3M
20 Courier Capital LLC 0.41% 190,869 $8.3M
21 Arbor Capital Management Inc /Adv 0.40% 9,351 $405K
22 Horizon Investment Services, LLC 0.39% 32,029 $1.4M
23 Vista Investment Management 0.38% 29,444 $1.3M
24 Thurston, Springer, Miller, Herd & Titak, INC. 0.35% 22,488 $974K
25 RHS Financial, LLC 0.35% 20,067 $869K
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 — 5 quarters in a row: For 5 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 — 58% buying: Last quarter: 76 funds bought or added vs 56 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 — 15% AUM from top-100: 17 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISCF?

48% of holders stayed for 2+ years: 70 out of 145 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.

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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