Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISCG)

146 + 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
↑ +1
Streak
5Q ▲
Buyers last Q
59%

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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: ISCG
2026 Q1 Stats Unlock in 12 days 146 + Investors

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

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

Statistics: ISCG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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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.

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 Black Diamond Financial, LLC 1.05% 176,121 $9.7M
8 VAUGHAN & Co SECURITIES, INC. 0.70% 24,435 $1.3M
9 IAG Wealth Partners, LLC 0.48% 78,077 $4.3M
10 SHELTON WEALTH MANAGEMENT, LLC 0.45% 18,904 $1.0M
11 Creekside Partners 0.45% 19,784 $1.1M
12 Phoenix Wealth Advisors 0.43% 19,912 $1.1M
13 J.M. Arbour, LLC 0.43% 8,094 $444K
14 Certified Advisory Corp 0.41% 82,625 $4.5M
15 Steele Capital Management, Inc. 0.41% 178,503 $9.8M
16 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.39% 6,856 $415K
17 Key FInancial Inc 0.36% 36,467 $2.0M
18 McKinley Carter Wealth Services, Inc. 0.33% 105,477 $5.8M
19 Kendall Capital Management 0.26% 23,543 $1.3M
20 Basepoint Wealth LLC 0.26% 8,366 $458K
21 LRI Investments, LLC 0.22% 45,400 $2.5M
22 Gilliland Jeter Wealth Management LLC 0.22% 13,395 $734K
23 Asempa Wealth Advisors 0.21% 4,305 $239K
24 Atria Investments, Inc 0.20% 324,060 $17.8M
25 Rodgers & Associates, LTD 0.18% 31,560 $1.7M
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.

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.