Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EEM)

1K + Investors. Track Smart Money conviction in EEM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +93
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — EEM

Based on 1412 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EEM 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
1,412 hedge funds hold EEM 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
+178 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.
🟡

Slight buying edge — 56% buying

717 buying565 selling
Last quarter: 717 funds bought or added vs 565 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 (+61 vs last Q)

new funds entering per quarter
Funds opening a new EEM position: 104 → 138 → 136 → 197. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 15% new
1,001 out of 1,412 hedge funds have held EEM 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

140 → 104 → 138 → 136 → 197 new funds/Q
New funds entering each quarter: 104 → 138 → 136 → 197. A growing number of institutions are discovering EEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 1,477 current holders: 1,062 (72%) 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
29 of 1412 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: EEM

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

Market Analysis: EEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EEM

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

98 top-rated funds 32 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: EEM
2026 Q1 Stats Unlock in 20 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1477 1397 5.73%
13F Shares 651M 835M -22.02%
Total Value $34.91B $44.65B -21.81%
New Positions 197 138 +59
Increased Positions 591 530 +61
Closed Positions 109 83 +26
Reduced Positions 574 566 +8
Total Calls 43 51 -15.69%
Total Puts 46 50 -8.0%
PUT/CALL Ratio 1.07 0.98 Neutral

Statistics: EEM

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of EEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New York University 100.00% 55,741 $3.2M
2 MIO Partners, Inc. 14.49% 8,668 $49.2M
3 TOTAL INVESTMENT MANAGEMENT INC 10.31% 1,557,568 $88.5M
4 Greenfield FTC, Inc. 8.53% 787,343 $44.7M
5 Connective Portfolio Management, LLC 7.69% 50,000 $2.8M
6 TTP Investments, Inc. 7.62% 321,933 $18.3M
7 WASHINGTON GROWTH STRATEGIES LLC 6.43% 173,176 $9.8M
8 MIO Partners, Inc. 6.35% 3,800 $21.6M
9 Fluent Financial, LLC 6.30% 282,037 $17.2M
10 Finley Financial, LLC 6.05% 227,550 $12.9M
11 CONNABLE OFFICE INC 5.72% 1,024,087 $58.2M
12 AMARILLO NATIONAL BANK 5.48% 546,611 $31.0M
13 Summit Financial Consulting LLC 5.45% 134,070 $7.6M
14 Grange Capital, LLC 5.14% 90,881 $5.2M
15 LWM ADVISORS INC 5.12% 103,870 $5.9M
16 Strategic Equity Management 4.91% 230,154 $13.1M
17 COREPATH WEALTH PARTNERS LLC 4.81% 118,112 $7.1M
18 DUPONT CAPITAL MANAGEMENT CORP 4.07% 629,499 $35.7M
19 Alexis Investment Partners, LLC 3.96% 105,027 $5.8M
20 HT Partners LLC 3.87% 225,197 $12.8M
21 Provenance Wealth Advisors, LLC 3.78% 627,928 $35.7M
22 Israel Discount Bank of New York 3.77% 30,274 $1.7M
23 Index Technologies Group LLC 3.62% 58,509 $3.3M
24 HORIZON BANCORP INC /IN/ 3.56% 130,397 $7K
25 Ryan Investment Management, Inc. 3.34% 104,458 $5.9M
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 (EEM)

What does the Smart Money Trend signal show for EEM?

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

Slight buying edge — 56% buying: Last quarter: 717 funds bought or added vs 565 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 EEM holders?

Strong quality — 35% AUM from major funds: 29 of 1412 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EEM?

71% of holders stayed for 2+ years: 1,001 out of 1,412 hedge funds have held EEM 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.