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

ISHARES TR (ISCV)

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

Smart Money Signals — ISCV

Based on 125 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

125 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 — +12% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 73% buying

74 buying28 selling

Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 8 → 19 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new

75 out of 125 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.

🚀

Acceleration phase — new buyers rushing in

16 → 12 → 8 → 19 → 21 new funds/Q

New funds entering each quarter: 12 → 8 → 19 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 26% new

Of 125 current holders: 77 (62%) 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 125 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	125	114	9.65%
13F Shares	5M	4M	9.84%
Total Value	$322M	$284M	13.4%
New Positions	21	19	+2
Increased Positions	53	28	+25
Closed Positions	10	11	-1
Reduced Positions	18	41	-23
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

125

114

9.65%

13F Shares

9.84%

Total Value

$322M

$284M

13.4%

New Positions

Increased Positions

+25

Closed Positions

-1

Reduced Positions

-23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ISCV. 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 ISCV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VAUGHAN & Co SECURITIES, INC.	10.59%	293,423	$20.4M
2	Matrix Trust Co	2.17%	187,603	$13K
3	Twin Cities Retirement Group LLC	1.85%	29,093	$2.0M
4	Viewpoint Capital Management LLC	1.47%	45,394	$3.2M
5	Steele Capital Management, Inc.	0.54%	187,603	$13.0M
6	EXCHANGE TRADED CONCEPTS, LLC	0.47%	946,217	$65.8M
7	JIM SAULNIER & ASSOCIATES, LLC	0.34%	10,052	$699K
8	Northwest Wealth Advisors, LLC	0.33%	6,588	$458K
9	Unified Investment Management	0.29%	4,047	$281K
10	rebel Financial LLC	0.20%	6,524	$453K
11	Courage Miller Partners, LLC	0.15%	7,774	$540K
12	KELLY FINANCIAL GROUP LLC	0.15%	8,586	$597K
13	Abel Hall, LLC	0.15%	9,817	$682K
14	Towerpoint Wealth, LLC	0.14%	5,010	$348K
15	Key FInancial Inc	0.14%	11,031	$767K
16	Sensible Money, LLC	0.12%	5,731	$398K
17	LRI Investments, LLC	0.11%	17,976	$1.2M
18	Lansing Street Advisors	0.09%	4,873	$339K
19	Madison Wealth Partners, Inc	0.07%	6,656	$463K
20	City State Bank	0.04%	2,196	$153K
21	Daytona Street Capital LLC	0.04%	700	$49K
22	Eagle Strategies LLC	0.02%	2,953	$205K
23	NBC SECURITIES, INC.	0.02%	4,501	$313K
24	Essex Financial Services, Inc.	0.02%	5,848	$406K
25	Kohmann Bosshard Financial Services, LLC	0.02%	3,681	$256K

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 73% buying: Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 28 were sellers (18 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISCV holders?

Strong quality — 32% AUM from major funds: 15 of 125 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?

60% of holders stayed for 2+ years: 75 out of 125 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

ISHARES TR (ISCV)

Smart Money Signals — ISCV

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~21 new funds per quarter

60% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 62% of holders stayed 2+ years

Strong quality — 32% AUM from major funds

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 Q1)

Frequently Asked Questions — ISHARES TR (ISCV)

Welcome to 13Foresight!