Ishares Tr (ISCV) Hedge Fund Ownership (Q2 2026)

Ishares Tr (ISCV)

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

Smart Money Signals — ISCV

Based on 133 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ISCV 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

133 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.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+21% 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 — 51% buying

59 buying57 selling

Last quarter: 59 funds bought or added vs 57 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.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new ISCV position: 19 → 21 → 13 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new

83 out of 133 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.

📊

Peak discovery — momentum slowing

10 → 19 → 21 → 13 → 20 new funds/Q

New funds entering each quarter: 19 → 21 → 13 → 20. ISCV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new

Entry-cohort mix of 133 holders: 89 (67%) are 2+ year veterans, 20 entered 1–2 years ago, and 24 (18%) 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

21 of 133 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.

3.6

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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	131	124	5.65%
13F Shares	5M	5M	2.33%
Total Value	$371M	$322M	15.25%
New Positions	19	13	+6
Increased Positions	38	43	-5
Closed Positions	12	18	-6
Reduced Positions	46	36	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

131

124

5.65%

13F Shares

2.33%

Total Value

$371M

$322M

15.25%

New Positions

Increased Positions

-5

Closed Positions

-6

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

131 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ISCV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VAUGHAN & Co SECURITIES, INC.	10.63%	290,935	$22.8M
2	Granville Capital, INC.	4.30%	122,866	$9.6M
3	MB Generational Wealth, LLC	3.34%	86,870	$6.8M
4	Ipsen Advisor Group LLC	2.82%	55,971	$4.4M
5	Twin Cities Retirement Group LLC	1.88%	28,028	$2.2M
6	Viewpoint Capital Management LLC	1.39%	34,744	$2.7M
7	Steele Capital Management, Inc.	0.55%	189,142	$14.8M
8	John A. Wolfe & Associates, Inc.	0.54%	5,023	$393K
9	Panoramic Investment Advisors, LLC	0.51%	13,625	$1.1M
10	SGL Investment Advisors, Inc.	0.50%	17,984	$1.5M
11	Exchange Traded Concepts, LLC	0.40%	1,105,961	$86.6M
12	Northwest Wealth Advisors, LLC	0.29%	6,514	$510K
13	Rodgers & Associates, LTD	0.29%	40,697	$3.2M
14	Unified Investment Management	0.28%	3,931	$308K
15	Pacific Sun Financial Corp	0.28%	8,719	$683K
16	RMR Capital Management, LLC	0.19%	3,486	$273K
17	Jim Saulnier & Associates, LLC	0.16%	5,069	$397K
18	Richwood Investment Advisors, LLC	0.15%	2,775	$217K
19	Perennial Investment Advisors, LLC	0.15%	29,046	$2.3M
20	Kelly Financial Group LLC	0.15%	8,573	$671K
21	Black Diamond Financial, LLC	0.15%	21,412	$1.7M
22	Courage Miller Partners, LLC	0.14%	6,897	$540K
23	Key FInancial Inc	0.14%	11,012	$862K
24	Abel Hall, LLC	0.14%	10,172	$797K
25	Towerpoint Wealth, LLC	0.14%	5,011	$392K

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ISCV 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 ISCV?

Slight buying edge — 51% buying: Last quarter: 59 funds bought or added vs 57 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 — 29% AUM from major funds: 21 of 133 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 ISCV?

62% of holders stayed for 2+ years: 83 out of 133 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.

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 (ISCV)

Smart Money Signals — ISCV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+7 vs last Q)

62% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 67% veterans vs 18% newcomers

Strong quality — 29% AUM from major funds

Institutional Sentiment Summary — ISCV

Hedge Fund Ownership: ISCV

Market Analysis: ISCV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ISCV

Hedge Fund Positioning: ISCV

Statistics: ISCV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ISCV)

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