Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MCHI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — MCHI

Based on 295 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 MCHI 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 (99% of max)

99% of all-time peak
295 hedge funds hold MCHI 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 — +10% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

150 buying122 selling
Last quarter: 150 funds bought or added vs 122 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 — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 52 → 47 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 25% medium 18% new
167 out of 295 hedge funds have held MCHI 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 — ~45 new funds/quarter

31 → 53 → 52 → 47 → 45 new funds/Q
New funds entering each quarter: 53 → 52 → 47 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

65% veterans 13% 1-2yr 22% new
Entry-cohort mix of 299 holders: 195 (65%) are 2+ year veterans, 39 entered 1–2 years ago, and 65 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
39 of 291 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MCHI. 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.

Institutional Sentiment Summary — MCHI

In 2026 Q2, 150 hedge funds were net buyers of MCHI (45 opened a new position, 105 added to an existing one), while 122 reduced or exited (79 trimmed, 43 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 45% of total institutional value in MCHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 295.

Hedge Fund Ownership: MCHI

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

Market Analysis: MCHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCHI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: MCHI
289 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 289 293 -1.37%
13F Shares 47M 41M 14.36%
Total Value $2.35B $2.14B 9.53%
New Positions 45 47 -2
Increased Positions 101 89 +12
Closed Positions 45 53 -8
Reduced Positions 77 82 -5
Total Calls 3 8 -62.5%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.33 0.62 Bearish

Statistics: MCHI

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Institutional Holders (2026 Q2)

289 + investors

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

QUARTER:
Top 25 MCHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nipun Capital, L.P. 19.93% 837,800 $42.7M
2 Upper Left Wealth Management, LLC 2.60% 92,023 $4.7M
3 Moneda S.A. Administradora General de Fondos 2.06% 49,259 $2.5M
4 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.91% 53,959 $2.8M
5 Jordan Park Group LLC 1.82% 701,861 $35.8M
6 Provida Pension Fund Administrator 1.44% 1,524,002 $85.6M
7 Farley Capital L.P. 1.37% 34,220 $1.7M
8 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.19% 189,144 $9.7M
9 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.17% 560,714 $28.6M
10 Syon Capital LLC 1.11% 500,385 $25.5M
11 Juncture Wealth Strategies, LLC 0.97% 73,062 $3.7M
12 Lake Street Private Wealth, LLC 0.97% 165,776 $8.5M
13 Galvin, Gaustad & Stein, LLC 0.96% 254,150 $13.0M
14 Hyposwiss Advisors SA 0.88% 18,110 $924K
15 Old Mission Capital LLC 0.87% 1,072,451 $54.7M
16 Gallacher Capital Management LLC 0.81% 28,354 $1.4M
17 Knollwood Investment Advisory, LLC 0.78% 171,400 $8.7M
18 ICICI Prudential Asset Management Co Ltd 0.56% 99,781 $5.1M
19 City of London Investment Management Co Ltd 0.52% 168,281 $8.6M
20 BOCHK Asset Management Ltd 0.52% 64,000 $3.3M
21 Richard W. Paul & Associates, LLC 0.51% 32,870 $1.7M
22 Helios Capital Management PTE. Ltd 0.50% 10,000 $510K
23 Phoenix Financial Ltd. 0.45% 1,281,520 $65.4M
24 Prudential plc 0.44% 1,595,100 $81.4M
25 Saudi Central Bank 0.42% 600,000 $31.8M
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 (MCHI)

What does the Smart Money Trend signal show for MCHI?

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

Slight buying edge — 55% buying: Last quarter: 150 funds bought or added vs 122 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 MCHI holders?

Elite ownership — 45% AUM from top-100 funds: 39 of 291 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MCHI. 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 MCHI?

57% of holders stayed for 2+ years: 167 out of 295 hedge funds have held MCHI 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.

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