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

ISHARES TR (ISCG)

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

Smart Money Signals — ISCG

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

146 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 — +14% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

78 buying54 selling

Last quarter: 78 funds bought or added vs 54 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.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 11 → 22 → 22 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new

96 out of 146 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.

📈

Growing discovery — still being found

19 → 11 → 22 → 22 → 15 new funds/Q

New funds entering each quarter: 11 → 22 → 22 → 15. A growing number of institutions are discovering ISCG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new

Of 146 current holders: 92 (63%) 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.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

15 of 146 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	146	145	0.69%
13F Shares	8M	8M	1.18%
Total Value	$447M	$432M	3.41%
New Positions	15	22	-7
Increased Positions	63	53	+10
Closed Positions	14	17	-3
Reduced Positions	40	43	-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

146

145

0.69%

13F Shares

1.18%

Total Value

$447M

$432M

3.41%

New Positions

-7

Increased Positions

+10

Closed Positions

-3

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

146 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ISCG. 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 ISCG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Systelligence, LLC	2.78%	260,499	$14.3M
2	MRA Advisory Group	2.45%	109,752	$6.0M
3	Matrix Trust Co	1.62%	178,503	$10K
4	BEAM WEALTH ADVISORS, INC.	1.42%	104,264	$5.7M
5	STEINBERGANNA WEALTH MANAGEMENT	1.35%	51,273	$2.8M
6	Opes Wealth Management LLC	1.16%	128,657	$7.1M
7	VAUGHAN & Co SECURITIES, INC.	0.70%	24,435	$1.3M
8	IAG Wealth Partners, LLC	0.48%	78,077	$4.3M
9	SHELTON WEALTH MANAGEMENT, LLC	0.45%	18,904	$1.0M
10	Creekside Partners	0.45%	19,784	$1.1M
11	Phoenix Wealth Advisors	0.43%	19,912	$1.1M
12	J.M. Arbour, LLC	0.43%	8,094	$444K
13	Certified Advisory Corp	0.41%	82,625	$4.5M
14	Steele Capital Management, Inc.	0.41%	178,503	$9.8M
15	RIVER'S EDGE WEALTH MANAGEMENT, LLC	0.39%	6,856	$415K
16	Key FInancial Inc	0.36%	36,467	$2.0M
17	McKinley Carter Wealth Services, Inc.	0.33%	105,477	$5.8M
18	Kendall Capital Management	0.26%	23,543	$1.3M
19	LRI Investments, LLC	0.22%	45,400	$2.5M
20	Gilliland Jeter Wealth Management LLC	0.22%	13,395	$734K
21	Asempa Wealth Advisors	0.21%	4,305	$239K
22	rebel Financial LLC	0.17%	6,951	$381K
23	Opulen Financial Group LLC	0.16%	4,020	$220K
24	Courage Miller Partners, LLC	0.15%	9,712	$532K
25	JIM SAULNIER & ASSOCIATES, LLC	0.14%	5,121	$281K

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 — 5 quarters in a row: For 5 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?

Slight buying edge — 59% buying: Last quarter: 78 funds bought or added vs 54 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 ISCG holders?

Strong quality — 32% AUM from major funds: 15 of 146 holders rank in the top 100 by AUM, accounting for 32% 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?

66% of holders stayed for 2+ years: 96 out of 146 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.

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ISHARES TR (ISCG)

Smart Money Signals — ISCG

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-7 vs last Q)

66% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 63% of holders stayed 2+ years

Strong quality — 32% AUM from major funds

Hedge Fund Ownership: ISCG

Market Analysis: ISCG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISCG

Hedge Fund Positioning: ISCG

Statistics: ISCG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ISCG)

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