Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SCZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — SCZ

Based on 756 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SCZ 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
756 hedge funds hold SCZ 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
+83 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 sellers than buyers — 46% buying

281 buying332 selling
Last quarter: 332 funds reduced or exited vs 281 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.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 76 → 51 → 107 → 77. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
501 out of 756 hedge funds have held SCZ 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.
📈

Growing discovery — still being found

55 → 76 → 51 → 107 → 77 new funds/Q
New funds entering each quarter: 76 → 51 → 107 → 77. A growing number of institutions are discovering SCZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 757 holders: 526 (69%) are 2+ year veterans, 92 entered 1–2 years ago, and 139 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
29 of 756 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SCZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SCZ

In 2026 Q1, 281 hedge funds were net buyers of SCZ (77 opened a new position, 204 added to an existing one), while 332 reduced or exited (271 trimmed, 61 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in SCZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 756.

Hedge Fund Ownership: SCZ

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

Market Analysis: SCZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCZ

-- --

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

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

Signal Freshness measures how much SCZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SCZ
+8.0%
SPY
+15.9%

SCZ outperformed SPY by -7.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SCZ
+2.0%
SPY
+2.0%

Since the filing became public, SCZ outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 12 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCZ
749 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 749 740 1.22%
13F Shares 144M 129M 11.64%
Total Value $10.39B $10.00B 3.91%
New Positions 74 107 -33
Increased Positions 201 249 -48
Closed Positions 65 61 +4
Reduced Positions 270 225 +45
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SCZ

View More

Valuation Measures Data as of: --

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 --

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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

749 + investors

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

QUARTER:
Top 25 SCZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bear Mountain Capital, Inc. 8.48% 333,626 $28.2M
2 Aspect Partners, LLC 7.66% 239,050 $18.7M
3 Financial Advisory Corp 6.34% 581,867 $45.6M
4 LTG Capital LLC 6.13% 102,318 $8.0M
5 Shakespeare Wealth Management, LLC 5.52% 297,524 $23.3M
6 TIAA Wealth Investment Management LLC 5.51% 9,480,809 $721.3M
7 Sound Stewardship, LLC 4.74% 131,930 $10.3M
8 Blueline Advisors LLC 4.62% 76,061 $6.0M
9 Cooke Wealth Management, LLC 3.82% 55,019 $4.3M
10 Omega Financial Group, LLC 3.60% 141,407 $11.1M
11 Shoker Investment Counsel, Inc. 3.32% 142,826 $11.2M
12 DORVAL Corp 3.15% 129,498 $10.2M
13 NorthStar Asset Management LLC /NJ/ 2.92% 77,083 $6.0M
14 Brand Asset Management Group, Inc. 2.85% 139,741 $11.0M
15 My Personal CFO, LLC 2.44% 71,196 $5.6M
16 Encompass Wealth Advisors, LLC 2.44% 89,379 $7.0M
17 Ifrah Financial Services, Inc. 2.37% 114,202 $9.0M
18 FSM Wealth Advisors, LLC 2.31% 229,229 $18.0M
19 Partnership Wealth Management, LLC 2.22% 37,168 $2.9M
20 Bank of Stockton 2.17% 89,429 $7.0M
21 Frontier Asset Management, LLC 2.14% 129,905 $10.2M
22 Cassaday & Co Wealth Management LLC 2.10% 1,258,490 $98.7M
23 WESCAP Management Group, Inc. 1.99% 129,007 $10.1M
24 Shore Point Advisors, LLC 1.95% 62,957 $4.9M
25 Foundation Wealth Management, LLC 1.91% 36,115 $2.8M
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 (SCZ)

What does the Smart Money Trend signal show for SCZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SCZ 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 SCZ?

More sellers than buyers — 46% buying: Last quarter: 332 funds reduced or exited vs 281 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 SCZ holders?

Elite ownership — 58% AUM from top-100 funds: 29 of 756 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SCZ. 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 SCZ?

66% of holders stayed for 2+ years: 501 out of 756 hedge funds have held SCZ 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 (SCZ) following the 2026 Q1 hedge fund 13F filings?

As of today, SCZ has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), SCZ has gained +8.0% vs +15.9% 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.

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.

Full history →