Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ISCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — ISCV

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ISCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
124 hedge funds hold ISCV 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 — +10% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

56 buying53 selling
Last quarter: 56 funds bought or added vs 53 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 19 → 21 → 13. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
78 out of 124 hedge funds have held ISCV 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

12 → 9 → 19 → 21 → 13 new funds/Q
New funds entering each quarter: 9 → 19 → 21 → 13. A growing number of institutions are discovering ISCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 124 holders: 80 (65%) are 2+ year veterans, 18 entered 1–2 years ago, and 26 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
17 of 124 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — ISCV

In 2026 Q1, 56 hedge funds were net buyers of ISCV (13 opened a new position, 43 added to an existing one), while 53 reduced or exited (36 trimmed, 17 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 32% of total institutional value in ISCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 124.

Hedge Fund Ownership: ISCV

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

Market Analysis: ISCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISCV

-- --

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

Is It Too Late to Buy Ishares Tr (ISCV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ISCV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
ISCV
+9.7%
SPY
+15.1%

ISCV outperformed SPY by -5.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
ISCV
+4.7%
SPY
+1.3%

Since the filing became public, ISCV outperformed SPY by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ISCV
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 128 -4.69%
13F Shares 5M 5M -1.46%
Total Value $318M $322M -1.34%
New Positions 13 21 -8
Increased Positions 42 53 -11
Closed Positions 19 10 +9
Reduced Positions 35 18 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISCV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 ISCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 10.59% 293,423 $20.4M
2 Granville Capital, INC. 4.33% 119,235 $8.3M
3 MB Generational Wealth, LLC 3.38% 88,015 $6.1M
4 Ipsen Advisor Group LLC 2.71% 55,811 $3.9M
5 Twin Cities Retirement Group LLC 1.85% 29,093 $2.0M
6 Viewpoint Capital Management LLC 1.47% 45,394 $3.2M
7 John A. Wolfe & Associates, Inc. 0.55% 5,128 $356K
8 Steele Capital Management, Inc. 0.54% 187,603 $13.0M
9 Exchange Traded Concepts, LLC 0.47% 946,217 $65.8M
10 SGL Investment Advisors, Inc. 0.44% 15,951 $1.2M
11 Jim Saulnier & Associates, LLC 0.34% 10,052 $699K
12 Northwest Wealth Advisors, LLC 0.33% 6,588 $458K
13 Pacific Sun Financial Corp 0.31% 9,319 $648K
14 Rodgers & Associates, LTD 0.30% 41,835 $2.9M
15 Unified Investment Management 0.29% 4,047 $281K
16 rebel Financial LLC 0.20% 6,524 $453K
17 RMR Capital Management, LLC 0.18% 3,621 $252K
18 Perennial Investment Advisors, LLC 0.15% 27,895 $1.9M
19 Courage Miller Partners, LLC 0.15% 7,774 $540K
20 Kelly Financial Group LLC 0.15% 8,586 $597K
21 Black Diamond Financial, LLC 0.15% 19,629 $1.4M
22 Abel Hall, LLC 0.15% 9,817 $682K
23 Towerpoint Wealth, LLC 0.14% 5,010 $348K
24 Key FInancial Inc 0.14% 11,031 $767K
25 Sensible Money, LLC 0.12% 5,731 $398K
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 (ISCV)

What does the Smart Money Trend signal show for ISCV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ISCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ISCV?

Slight buying edge — 51% buying: Last quarter: 56 funds bought or added vs 53 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 ISCV holders?

Strong quality — 32% AUM from major funds: 17 of 124 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 ISCV?

63% of holders stayed for 2+ years: 78 out of 124 hedge funds have held ISCV 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.

Is it too late to buy Ishares Tr (ISCV) following the 2026 Q1 hedge fund 13F filings?

As of today, ISCV has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), ISCV has gained +9.7% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →