Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ISVL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — ISVL

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ISVL 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
23 hedge funds hold ISVL 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 — +53% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+53% 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 — 57% buying

12 buying9 selling
Last quarter: 12 funds bought or added vs 9 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.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 17% medium ■ 35% new
11 out of 23 hedge funds have held ISVL 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.
➡️

Steady discovery — ~6 new funds/quarter

4 → 1 → 6 → 5 → 6 new funds/Q
New funds entering each quarter: 1 → 6 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 48% new entrants

■ 35% veterans ■ 17% 1-2yr ■ 48% new
Of 23 current holders: 8 (35%) held 2+ years, 4 held 1–2 years, 11 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: ISVL

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

Market Analysis: ISVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISVL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ISVL
2026 Q1 Stats Unlock in 18 days 23 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 23 20 15.0%
13F Shares 486K 322K 50.8%
Total Value $23M $15M 58.72%
New Positions 6 5 +1
Increased Positions 6 5 +1
Closed Positions 3 2 +1
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISVL

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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) --
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) --
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Institutional Holders (2026 Q1)

23 + investors

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

Top 9 institutional holders of ISVL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peregrine Asset Advisers, Inc. 2.03% 156,965 $7.6M
2 Valued Wealth Advisors LLC 0.83% 42,664 $2.1M
3 Glass Jacobson Investment Advisors llc 0.25% 15,291 $736K
4 Aurelius Family Office LLC 0.17% 7,992 $385K
5 Lansing Street Advisors 0.07% 5,616 $270K
6 Anchor Investment Management, LLC 0.00% 600 $29K
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 5,470 $265K
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,755 $373K
9 Farther Finance Advisors, LLC 0.00% 266 $13K
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 (ISVL)

What does the Smart Money Trend signal show for ISVL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ISVL 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 ISVL?

Slight buying edge — 57% buying: Last quarter: 12 funds bought or added vs 9 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 ISVL holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISVL?

48% of holders stayed for 2+ years: 11 out of 23 hedge funds have held ISVL 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.