Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SCZ)

696 + 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
↑ +37
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SCZ

Based on 695 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
695 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 — +5% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

336 buying277 selling
Last quarter: 336 funds bought or added vs 277 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.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new SCZ position: 50 → 68 → 48 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 14% new
481 out of 695 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

79 → 50 → 68 → 48 → 97 new funds/Q
New funds entering each quarter: 50 → 68 → 48 → 97. A growing number of institutions are discovering SCZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Of 696 current holders: 475 (68%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
25 of 695 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.4
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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 11 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCZ
2026 Q1 Stats Unlock in 20 days 696 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 696 659 5.61%
13F Shares 128M 100M 27.69%
Total Value $9.94B $8.01B 24.14%
New Positions 97 48 +49
Increased Positions 241 175 +66
Closed Positions 60 51 +9
Reduced Positions 217 270 -53
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SCZ

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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) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

696 + investors

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

Top 25 institutional holders of SCZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aspect Partners, LLC 7.66% 239,050 $18.7M
2 Financial Advisory Corp 6.34% 581,867 $45.6M
3 Sound Stewardship, LLC 4.74% 131,930 $10.3M
4 BLUELINE ADVISORS LLC 4.62% 76,061 $6.0M
5 Cooke Wealth Management, LLC 3.82% 55,019 $4.3M
6 DORVAL Corp 3.15% 129,498 $10.2M
7 My Personal CFO, LLC 2.44% 71,196 $5.6M
8 ENCOMPASS WEALTH ADVISORS, LLC 2.44% 89,379 $7.0M
9 Ifrah Financial Services, Inc. 2.37% 114,202 $9.0M
10 FSM Wealth Advisors, LLC 2.31% 229,229 $18.0M
11 Partnership Wealth Management, LLC 2.22% 37,168 $2.9M
12 BANK OF STOCKTON 2.17% 89,429 $7.0M
13 Shore Point Advisors, LLC 1.95% 62,957 $4.9M
14 Sincerus Advisory, LLC 1.79% 30,167 $2.4M
15 Fonville Wealth Management LLC 1.74% 116,247 $9.1M
16 RTD Financial Advisors, Inc. 1.65% 170,857 $13.4M
17 rebel Financial LLC 1.54% 45,174 $3.5M
18 HALBERT HARGROVE GLOBAL ADVISORS, LLC 1.42% 375,064 $29.4M
19 Creekside Partners 1.37% 42,465 $3.3M
20 IFG Advisors, LLC 1.35% 105,479 $8.3M
21 ARVEST INVESTMENTS, INC. 1.01% 94,578 $7.4M
22 Plancorp, LLC 0.98% 414,374 $34.3M
23 Professional Financial Advisors, LLC 0.93% 58,492 $4.6M
24 Cornerstone Management, Inc. 0.90% 72,361 $5.7M
25 Narus Financial Partners, LLC 0.89% 43,517 $3.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 336 funds bought or added vs 277 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 SCZ holders?

Elite ownership — 44% AUM from top-100 funds: 25 of 695 holders are among the 100 largest funds by AUM, controlling 44% 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?

69% of holders stayed for 2+ years: 481 out of 695 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.

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.