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

Ishares Tr (EAOR)

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

Smart Money Signals — EAOR

Based on 19 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 EAOR 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

19 hedge funds hold EAOR 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.

🚀

Fast accumulation — +111% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+111% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 73% buying

11 buying4 selling

Last quarter: 11 funds were net buyers (3 opened a brand new position + 8 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 4 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 37% medium ■ 21% new

8 out of 19 hedge funds have held EAOR 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.

⚠️

Saturation — most institutions already know this story

0 → 7 → 4 → 0 → 3 new funds/Q

New funds entering each quarter: 7 → 4 → 0 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🏛️

Veteran-anchored — 47% veterans vs 47% newcomers

■ 47% veterans ■ 5% 1-2yr ■ 47% new

Entry-cohort mix of 19 holders: 9 (47%) are 2+ year veterans, 1 entered 1–2 years ago, and 9 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

3 of 19 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	19	17	11.76%
13F Shares	191K	171K	11.68%
Total Value	$7M	$6M	21.63%
New Positions	3	0	+3
Increased Positions	8	7	+1
Closed Positions	1	1	-
Reduced Positions	3	2	+1
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

11.76%

13F Shares

191K

171K

11.68%

Total Value

$7M

$6M

21.63%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:

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

Top 19 EAOR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bond & Devick Financial Network, Inc.	0.41%	43,496	$1.6M
2	Birchwood Financial Partners, Inc.	0.13%	4,133	$157K
3	Cardinal Point Capital Management ULC	0.12%	53,915	$2.0M
4	Godfrey Financial Associates, Inc.	0.05%	1,859	$70K
5	Westmount Partners, LLC	0.05%	6,369	$241K
6	Lodestar Private Asset Management LLC	0.02%	7,532	$286K
7	AdvisorNet Financial, Inc	0.02%	10,553	$400K
8	IMA Advisory Services, Inc.	0.00%	1,978	$75K
9	Mascoma Wealth Management LLC	0.00%	391	$15K
10	Sequoia Financial Advisors, LLC	0.00%	6,414	$243K
11	Triumph Capital Management	0.00%	86	$3K
12	Parallel Advisors, LLC	0.00%	774	$29K
13	LPL Financial LLC	0.00%	21,364	$810K
14	Osaic Holdings, INC.	0.00%	2,887	$109K
15	CoreCap Advisors, LLC	0.00%	104	$4K
16	Susquehanna International Group, LLP	0.00%	19,576	$742K
17	Citadel Advisors LLC	0.00%	9,496	$360K
18	Mercer Global Advisors Inc /Adv	0.00%	90	$3K
19	UBS Group AG	0.00%	188	$7K

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 (EAOR)

What does the Smart Money Trend signal show for EAOR?

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

More buyers than sellers — 73% buying: Last quarter: 11 funds were net buyers (3 opened a brand new position + 8 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAOR holders?

Smaller funds dominant — 16% AUM from top-100: 3 of 19 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EAOR?

42% of holders stayed for 2+ years: 8 out of 19 hedge funds have held EAOR 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.

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Ishares Tr (EAOR)

Smart Money Signals — EAOR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +111% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~3 new funds per quarter

42% of holders stayed for 2+ years

Saturation — most institutions already know this story

Veteran-anchored — 47% veterans vs 47% newcomers

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — EAOR

Hedge Fund Ownership: EAOR

Market Analysis: EAOR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EAOR

Hedge Fund Positioning: EAOR

Statistics: EAOR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EAOR)

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