Ishares Tr (EAGG) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (EAGG) following the 2026 Q2 hedge fund 13F filings?

As of today, EAGG has moved -1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), EAGG gained -3.1% vs +2.3% 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 (EAGG)

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

Smart Money Signals — EAGG

Based on 478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EAGG 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

478 hedge funds hold EAGG 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 — +16% more funds vs a year ago

fund count last 6Q

+65 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 75% buying

345 buying116 selling

Last quarter: 345 funds were net buyers (53 opened a brand new position + 292 added to an existing one). Only 116 were sellers (76 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new EAGG position: 38 → 67 → 43 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new

253 out of 478 hedge funds have held EAGG 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 — ~53 new funds/quarter

39 → 38 → 67 → 43 → 53 new funds/Q

New funds entering each quarter: 38 → 67 → 43 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 56% veterans vs 27% newcomers

■ 56% veterans ■ 17% 1-2yr ■ 27% new

Entry-cohort mix of 478 holders: 267 (56%) are 2+ year veterans, 82 entered 1–2 years ago, and 129 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

30 of 476 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EAGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	473	465	1.72%
13F Shares	89M	74M	20.34%
Total Value	$4.03B	$3.35B	20.49%
New Positions	51	43	+8
Increased Positions	292	276	+16
Closed Positions	41	23	+18
Reduced Positions	76	95	-19
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

473

465

1.72%

13F Shares

89M

74M

20.34%

Total Value

$4.03B

$3.35B

20.49%

New Positions

Increased Positions

292

276

+16

Closed Positions

+18

Reduced Positions

-19

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

473 + investors

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

QUARTER:

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

Top 25 EAGG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Joel Adams & Associates, Inc.	7.02%	230,463	$10.9M
2	Avise Financial Cooperative, Inc.	5.03%	149,742	$7.1M
3	Investment Counsel Co of Nevada	4.73%	53,385	$2.5M
4	Atlantic Private Wealth, LLC	2.70%	93,072	$4.4M
5	Bluestem Financial Advisors, LLC	2.56%	154,210	$7.3M
6	Sensenig Capital Advisors, Inc	2.56%	58,912	$2.8M
7	Davis Wealth Advisors, LLC	2.20%	59,943	$2.8M
8	Mallini Complete Financial Planning LLC	2.19%	64,694	$3.1M
9	eCIO, Inc.	2.19%	164,204	$7.8M
10	Zevin Asset Management LLC	1.75%	263,451	$12.5M
11	Financial Planning Fort Collins, LLC	1.62%	45,516	$2.1M
12	Balanced Rock Investment Advisors LLC	1.59%	53,828	$2.6M
13	Westfuller Advisors, LLC	1.57%	91,000	$4.3M
14	Pine Haven Investment Counsel, Inc	1.46%	45,833	$2.2M
15	Bond & Devick Financial Network, Inc.	1.41%	120,842	$5.7M
16	Rossby Financial, LCC	1.29%	148,835	$7.1M
17	Brewster Financial Planning LLC	1.28%	49,055	$2.3M
18	Mascoma Wealth Management LLC	1.26%	143,276	$6.8M
19	Invera Wealth Advisors, LLC	1.25%	49,104	$2.3M
20	Affinity Capital Advisors, LLC	1.16%	199,212	$9.4M
21	Crux Wealth Advisors	1.13%	68,778	$3.3M
22	Stewardship Advisors, LLC	1.11%	112,243	$5.3M
23	Retirement Capital Strategies	1.07%	64,842	$3.1M
24	Plum Street Advisors, LLC	1.00%	66,002	$3.1M
25	Zenith Solutions, INC.	0.93%	21,629	$1.0M

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 (EAGG)

What does the Smart Money Trend signal show for EAGG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EAGG 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 EAGG?

More buyers than sellers — 75% buying: Last quarter: 345 funds were net buyers (53 opened a brand new position + 292 added to an existing one). Only 116 were sellers (76 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAGG holders?

Elite ownership — 64% AUM from top-100 funds: 30 of 476 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EAGG. 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 EAGG?

53% of holders stayed for 2+ years: 253 out of 478 hedge funds have held EAGG 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 (EAGG) following the 2026 Q2 hedge fund 13F filings?

As of today, EAGG has moved -1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), EAGG has gained -3.1% vs +2.3% 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 (EAGG)

Smart Money Signals — EAGG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+10 vs last Q)

53% of holders stayed for 2+ years

Steady discovery — ~53 new funds/quarter

Veteran-anchored — 56% veterans vs 27% newcomers

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — EAGG

Hedge Fund Ownership: EAGG

Market Analysis: EAGG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EAGG

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

Hedge Fund Positioning: EAGG

Statistics: EAGG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EAGG)

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