Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EDEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — EDEN

Based on 44 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 EDEN 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
44 funds currently hold this stock — 92% of the 3.0-year high of 48 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

23 buying16 selling
Last quarter: 23 funds bought or added vs 16 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 18% medium ■ 27% new
24 out of 44 hedge funds have held EDEN 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.
💎

Buying through price weakness — shares +19%, value +2%

Value
+1%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed +2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

7 → 6 → 8 → 9 → 11 new funds/Q
New funds entering each quarter: 6 → 8 → 9 → 11. A growing number of institutions are discovering EDEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 44 holders: 29 (66%) are 2+ year veterans, 6 entered 1–2 years ago, and 9 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
14 of 44 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — EDEN

In 2026 Q1, 23 hedge funds were net buyers of EDEN (11 opened a new position, 12 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: EDEN

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

Market Analysis: EDEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDEN

-- --

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

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

Signal Freshness measures how much EDEN 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 · 84d ago
EDEN
+4.0%
SPY
+14.9%

EDEN outperformed SPY by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
EDEN
-1.2%
SPY
+1.1%

Since the filing became public, EDEN outperformed SPY by -2.3% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EDEN
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 41 7.32%
13F Shares 723K 606K 19.38%
Total Value $70M $69M 1.56%
New Positions 11 9 +2
Increased Positions 12 9 +3
Closed Positions 8 5 +3
Reduced Positions 8 10 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDEN

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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)

44 + investors

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

QUARTER:
Top 25 EDEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 2.06% 106,133 $11.2M
2 Vertex Investment Solutions Co., Ltd. 0.81% 6,900 $704K
3 Karpus Management, Inc. 0.26% 78,755 $8.2M
4 Idaho Trust Co 0.25% 7,420 $777K
5 Innealta Capital, LLC 0.23% 3,534 $370K
6 Ironwood Investment Management LLC 0.19% 4,439 $465K
7 Old Peak Finance LLC 0.12% 1,992 $208K
8 Bridgewater Advisors Inc. 0.04% 6,145 $693K
9 Cibc World Market INC. 0.02% 141,170 $14.8M
10 Tocqueville Asset Management L.P. 0.01% 4,871 $510K
11 SIH Partners, LLLP 0.00% 2,827 $296K
12 Arax Advisory Partners 0.00% 939 $98K
13 Signaturefd, LLC 0.00% 1,720 $180K
14 Vontobel Holding Ltd. 0.00% 1,982 $207K
15 LPL Financial LLC 0.00% 17,349 $1.8M
16 Wells Fargo & Company/Mn 0.00% 23,506 $2.5M
17 Nbt Bank N A /Ny 0.00% 60 $6K
18 BlackRock, Inc. 0.00% 200,531 $21.0M
19 Jane Street Group, LLC 0.00% 22,634 $2.4M
20 Citadel Advisors LLC 0.00% 16,420 $1.7M
21 AE Wealth Management LLC 0.00% 256 $27K
22 PNC Financial Services Group, INC. 0.00% 1,560 $163K
23 Ameriprise Financial Inc 0.00% 3,132 $328K
24 Private Trust Co NA 0.00% 8 —
25 Atlantic Union Bankshares Corp 0.00% 30 $3K
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 (EDEN)

What does the Smart Money Trend signal show for EDEN?

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

Slight buying edge — 59% buying: Last quarter: 23 funds bought or added vs 16 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 EDEN holders?

Smaller funds dominant — 15% AUM from top-100: 14 of 44 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDEN?

55% of holders stayed for 2+ years: 24 out of 44 hedge funds have held EDEN 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 (EDEN) following the 2026 Q1 hedge fund 13F filings?

As of today, EDEN has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), EDEN has gained +4.0% vs +14.9% 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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