Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IYC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — IYC

Based on 242 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IYC 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 (98% of max)

98% of all-time peak
242 hedge funds hold IYC 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IYC is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

108 buying106 selling
Last quarter: 108 funds bought or added vs 106 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 — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 37 → 33 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 17% new
148 out of 242 hedge funds have held IYC 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 — ~32 new funds/quarter

50 → 35 → 37 → 33 → 32 new funds/Q
New funds entering each quarter: 35 → 37 → 33 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 24% new
Of 242 current holders: 149 (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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
18 of 242 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IYC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: IYC

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

Market Analysis: IYC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYC

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

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IYC
2026 Q1 Stats Unlock in 22 days 242 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 242 247 -2.02%
13F Shares 9M 10M -6.16%
Total Value $926M $1.01B -8.58%
New Positions 32 33 -1
Increased Positions 76 84 -8
Closed Positions 37 21 +16
Reduced Positions 69 70 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYC

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Financial Highlights

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Institutional Holders (2026 Q1)

242 + investors

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

Top 25 institutional holders of IYC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Financial Corp 2.28% 49,747 $4.8M
2 COTTONWOOD CAPITAL ADVISORS, LLC 2.09% 30,641 $3.0M
3 SOUTHERN CAPITAL ADVISORS, LLC 1.41% 31,174 $3.0M
4 Lakeshore Capital Group, Inc. 0.89% 11,248 $1.1M
5 REDSTONE WEALTH MANAGEMENT, LLC 0.58% 7,555 $732K
6 Genesee Capital Advisors, LLC 0.42% 10,385 $1.0M
7 Ameliora Wealth Management Ltd. 0.34% 11,000 $1.1M
8 WHITENER CAPITAL MANAGEMENT, INC. 0.26% 11,752 $1.1M
9 Outlook Wealth Advisors, LLC 0.26% 11,026 $1.1M
10 Stillwater Capital Advisors, LLC 0.24% 21,854 $2.1M
11 WESPAC Advisors SoCal, LLC 0.22% 10,492 $1.0M
12 TRITONPOINT WEALTH, LLC 0.21% 19,986 $1.9M
13 PLANNING DIRECTIONS INC 0.20% 3,982 $386K
14 Apeiron RIA LLC 0.17% 7,693 $746K
15 Mosley Wealth Management 0.16% 3,284 $344K
16 Greenfield Savings Bank 0.15% 3,512 $340K
17 Samalin Investment Counsel, LLC 0.13% 3,680 $357K
18 Maltin Wealth Management, Inc. 0.12% 3,269 $317K
19 Latitude Advisors, LLC 0.10% 2,257 $219K
20 STEINBERGANNA WEALTH MANAGEMENT 0.10% 2,121 $206K
21 Cadent Capital Advisors, LLC 0.09% 3,531 $342K
22 Balance Wealth, LLC 0.09% 2,910 $282K
23 PATTON ALBERTSON MILLER GROUP, LLC 0.09% 7,551 $732K
24 SPINNAKER TRUST 0.07% 13,928 $1.3M
25 Atlas Brown,Inc. 0.07% 2,524 $245K
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 (IYC)

What does the Smart Money Trend signal show for IYC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IYC 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 IYC?

Slight buying edge — 50% buying: Last quarter: 108 funds bought or added vs 106 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 IYC holders?

Elite ownership — 40% AUM from top-100 funds: 18 of 242 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IYC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IYC?

61% of holders stayed for 2+ years: 148 out of 242 hedge funds have held IYC 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.