Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EAGG)

460 + Investors. Track Smart Money conviction in EAGG. 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
↑ +21
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — EAGG

Based on 465 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 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
465 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 — +14% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 73% buying

319 buying117 selling
Last quarter: 319 funds were net buyers (43 opened a brand new position + 276 added to an existing one). Only 117 were sellers (95 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 38 → 38 → 66 → 43. 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.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 25% medium 22% new
248 out of 465 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.
📈

Growing discovery — still being found

51 → 38 → 38 → 66 → 43 new funds/Q
New funds entering each quarter: 38 → 38 → 66 → 43. A growing number of institutions are discovering EAGG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

57% veterans 15% 1-2yr 28% new
Entry-cohort mix of 465 holders: 263 (57%) are 2+ year veterans, 72 entered 1–2 years ago, and 130 (28%) 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
25 of 463 holders are among the 100 largest funds by AUM, controlling 58% 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.

Institutional Sentiment Summary — EAGG

In 2026 Q1, 319 hedge funds were net buyers of EAGG (43 opened a new position, 276 added to an existing one), while 117 reduced or exited (95 trimmed, 22 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in EAGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 465.

Hedge Fund Ownership: EAGG

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

Market Analysis: EAGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EAGG

-- --

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

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

Signal Freshness measures how much EAGG 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 · 79d ago
EAGG
-0.2%
SPY
+13.9%

EAGG outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EAGG
+1.3%
SPY
+0.2%

Since the filing became public, EAGG outperformed SPY by +1.1% .

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.

12 top-rated funds 9 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: EAGG
460 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 460 444 3.6%
13F Shares 74M 73M 1.32%
Total Value $3.34B $3.53B -5.3%
New Positions 41 66 -25
Increased Positions 274 234 +40
Closed Positions 25 34 -9
Reduced Positions 95 91 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EAGG

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Institutional Holders (2026 Q1)

460 + 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:
Top 25 EAGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Joel Adams & Associates, Inc. 7.88% 223,087 $10.6M
2 Investment Counsel Co of Nevada 5.67% 53,041 $2.5M
3 Avise Financial Cooperative, Inc. 4.68% 119,007 $5.7M
4 eCIO, Inc. 3.16% 151,322 $7.2M
5 Atlantic Private Wealth, LLC 2.93% 94,367 $4.5M
6 Sensenig Capital Advisors, Inc 2.86% 58,652 $2.8M
7 Archer Investment Management, LLC 2.73% 136,477 $6.5M
8 rebel Financial LLC 2.69% 130,444 $6.2M
9 Bluestem Financial Advisors, LLC 2.55% 138,765 $6.6M
10 Mallini Complete Financial Planning LLC 2.41% 63,942 $3.0M
11 Shira Ridge Wealth Management 2.19% 116,463 $5.5M
12 Zevin Asset Management LLC 1.83% 278,642 $13.2M
13 Balanced Rock Investment Advisors LLC 1.83% 54,748 $2.6M
14 Davis Wealth Advisors, LLC 1.68% 42,471 $2.0M
15 Financial Planning Fort Collins, LLC 1.57% 43,825 $2.1M
16 Pine Haven Investment Counsel, Inc 1.50% 42,988 $2.0M
17 Bond & Devick Financial Network, Inc. 1.45% 109,613 $5.2M
18 Brewster Financial Planning LLC 1.40% 48,632 $2.3M
19 Mascoma Wealth Management LLC 1.38% 140,648 $6.7M
20 Invera Wealth Advisors, LLC 1.36% 44,651 $2.1M
21 Affinity Capital Advisors, LLC 1.25% 187,857 $8.9M
22 Crux Wealth Advisors 1.22% 67,086 $3.2M
23 Retirement Capital Strategies 1.17% 64,926 $3.1M
24 Rossby Financial, LCC 1.16% 119,307 $5.7M
25 Midwest Financial Partners Investments, Inc. 1.05% 41,596 $2.0M
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 — 2 quarters in a row: For 2 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 — 73% buying: Last quarter: 319 funds were net buyers (43 opened a brand new position + 276 added to an existing one). Only 117 were sellers (95 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAGG holders?

Elite ownership — 58% AUM from top-100 funds: 25 of 463 holders are among the 100 largest funds by AUM, controlling 58% 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: 248 out of 465 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 Q1 hedge fund 13F filings?

As of today, EAGG has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), EAGG has gained -0.2% vs +13.9% 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.

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