Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISCG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
6Q ▲
Buyers last Q
60%

Smart Money Signals — ISCG

Based on 160 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added ISCG 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
160 hedge funds hold ISCG 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 — +19% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

93 buying62 selling
Last quarter: 93 funds were net buyers (26 opened a brand new position + 67 added to an existing one). Only 62 were sellers (44 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ISCG position: 23 → 22 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
95 out of 160 hedge funds have held ISCG 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.
➡️

Steady discovery — ~26 new funds/quarter

12 → 23 → 22 → 16 → 26 new funds/Q
New funds entering each quarter: 23 → 22 → 16 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 160 holders: 98 (61%) are 2+ year veterans, 21 entered 1–2 years ago, and 41 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
18 of 160 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ISCG

In 2026 Q1, 93 hedge funds were net buyers of ISCG (26 opened a new position, 67 added to an existing one), while 62 reduced or exited (44 trimmed, 18 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in ISCG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 160.

Hedge Fund Ownership: ISCG

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

Market Analysis: ISCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCG

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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.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: ISCG
166 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 166 160 3.75%
13F Shares 9M 9M 7.02%
Total Value $596M $466M 27.71%
New Positions 28 26 +2
Increased Positions 56 67 -11
Closed Positions 22 18 +4
Reduced Positions 51 44 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCG

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Institutional Holders (2026 Q2)

166 + investors

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

QUARTER:
Top 25 ISCG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Bearings Fiduciary Advisors, Inc. 4.98% 84,793 $5.6M
2 Ipsen Advisor Group LLC 4.89% 115,986 $7.6M
3 NorthStar Asset Management LLC /NJ/ 2.99% 112,064 $7.3M
4 MRA Advisory Group 2.63% 110,815 $7.3M
5 Van Diest Capital, LLC 2.29% 39,034 $2.6M
6 Beam Wealth Advisors, INC. 1.42% 104,264 $5.7M
7 Steinberganna Wealth Management 1.27% 47,572 $3.1M
8 Black Diamond Financial, LLC 1.11% 192,806 $12.6M
9 VAUGHAN & Co SECURITIES, INC. 0.72% 23,597 $1.5M
10 Gallagher Fiduciary Advisors, LLC 0.68% 317,469 $20.8M
11 Atlanta Consulting Group Advisors, LLC 0.53% 50,882 $3.3M
12 Certified Advisory Corp 0.52% 98,173 $6.4M
13 IAG Wealth Partners, LLC 0.51% 77,865 $5.1M
14 Shelton Wealth Management, LLC 0.47% 18,403 $1.2M
15 Creekside Partners 0.47% 19,807 $1.3M
16 Synergy Financial Group, LTD 0.46% 9,745 $639K
17 Phoenix Wealth Advisors 0.45% 20,541 $1.3M
18 Steele Capital Management, Inc. 0.43% 180,159 $11.8M
19 J.M. Arbour, LLC 0.43% 7,689 $504K
20 Key FInancial Inc 0.39% 36,255 $2.4M
21 G&S Capital LLC 0.38% 19,860 $1.3M
22 River's Edge Wealth Management, LLC 0.37% 6,601 $419K
23 McKinley Carter Wealth Services, Inc. 0.36% 107,441 $7.0M
24 Basepoint Wealth LLC 0.31% 8,373 $549K
25 Gilliland Jeter Wealth Management LLC 0.26% 15,174 $995K
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 (ISCG)

What does the Smart Money Trend signal show for ISCG?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ISCG 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 ISCG?

More buyers than sellers — 60% buying: Last quarter: 93 funds were net buyers (26 opened a brand new position + 67 added to an existing one). Only 62 were sellers (44 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISCG holders?

Strong quality — 29% AUM from major funds: 18 of 160 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ISCG?

59% of holders stayed for 2+ years: 95 out of 160 hedge funds have held ISCG 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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