Ishares Tr (IYC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IYC has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), IYC gained +4.6% vs +14.1% 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.

Ishares Tr (IYC)

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

Smart Money Signals — IYC

Based on 251 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (95% of max)

95% of all-time peak

251 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.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

96 buying117 selling

Last quarter: 117 funds reduced or exited vs 96 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 40 → 36 → 34 → 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+) ■ 22% medium ■ 16% new

154 out of 251 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

37 → 40 → 36 → 34 → 32 new funds/Q

New funds entering each quarter: 40 → 36 → 34 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 20% new

Of 251 current holders: 164 (65%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds

24 of 251 holders are among the 100 largest funds by AUM, controlling 55% 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.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	250	257	-2.72%
13F Shares	7M	10M	-26.54%
Total Value	$609M	$932M	-34.65%
New Positions	32	34	-2
Increased Positions	63	76	-13
Closed Positions	39	41	-2
Reduced Positions	79	74	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

250

257

-2.72%

13F Shares

10M

-26.54%

Total Value

$609M

$932M

-34.65%

New Positions

-2

Increased Positions

-13

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

250 + investors

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

QUARTER:

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

Top 25 IYC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	S&A Financial Services, Inc.	2.37%	35,528	$3.4M
2	First Citizens Financial Corp	2.28%	49,747	$4.8M
3	Cottonwood Capital Advisors, LLC	2.09%	30,641	$3.0M
4	PGIM Custom Harvest LLC	1.45%	957,813	$92.8M
5	Southern Capital Advisors, LLC	1.41%	31,174	$3.0M
6	Lakeshore Capital Group, Inc.	0.89%	11,248	$1.1M
7	Stonebridge Financial Planning Group, LLC	0.71%	19,859	$1.9M
8	Samara Investment Management, LLC	0.66%	6,544	$634K
9	Garrison Point Advisors, LLC	0.63%	14,343	$1.4M
10	Redstone Wealth Management, LLC	0.58%	7,555	$732K
11	Genesee Capital Advisors, LLC	0.42%	10,385	$1.0M
12	Triton Financial Group Inc	0.41%	2,330	$233K
13	Ameliora Wealth Management Ltd.	0.34%	11,000	$1.1M
14	Capital Developers, LLC	0.30%	3,436	$333K
15	Whitener Capital Management, INC.	0.26%	11,752	$1.1M
16	Outlook Wealth Advisors, LLC	0.26%	11,026	$1.1M
17	Strategic Blueprint, LLC	0.26%	45,907	$4.4M
18	Stillwater Capital Advisors, LLC	0.24%	21,854	$2.1M
19	Sonata Capital Group Inc	0.24%	6,596	$639K
20	WESPAC Advisors SoCal, LLC	0.22%	10,492	$1.0M
21	Tritonpoint Wealth, LLC	0.21%	19,986	$1.9M
22	Planning Directions Inc	0.20%	3,982	$386K
23	KKM Financial LLC	0.19%	10,534	$1.1M
24	Apeiron RIA LLC	0.17%	7,693	$746K
25	Mosley Wealth Management	0.16%	3,284	$344K

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

More sellers than buyers — 45% buying: Last quarter: 117 funds reduced or exited vs 96 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IYC holders?

Elite ownership — 55% AUM from top-100 funds: 24 of 251 holders are among the 100 largest funds by AUM, controlling 55% 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: 154 out of 251 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.

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

As of today, IYC has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), IYC has gained +4.6% vs +14.1% 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.

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Ishares Tr (IYC)

Smart Money Signals — IYC

Selling streak — 2 quarters in a row

At the ownership peak (95% of max)

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 45% buying

Steady new buyers — ~32 new funds per quarter

61% of holders stayed for 2+ years

Steady discovery — ~32 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — IYC

Hedge Fund Ownership: IYC

Market Analysis: IYC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IYC

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

Hedge Fund Positioning: IYC

Statistics: IYC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IYC)

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