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

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

As of today, EFA has moved -3.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), EFA gained +1.1% vs +1.4% 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 (EFA)

2K + Investors. Track Smart Money conviction in EFA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EFA

Based on 2275 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added EFA 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

2,275 hedge funds hold EFA 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 — +13% more funds vs a year ago

fund count last 6Q

+266 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

1031 buying907 selling

Last quarter: 1,031 funds bought or added vs 907 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 (+11 vs last Q)

new funds entering per quarter

Funds opening a new EFA position: 146 → 279 → 169 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new

1,585 out of 2,275 hedge funds have held EFA 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.

📊

Peak discovery — momentum slowing

181 → 146 → 279 → 169 → 180 new funds/Q

New funds entering each quarter: 146 → 279 → 169 → 180. EFA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new

Entry-cohort mix of 2,347 holders: 1,686 (72%) are 2+ year veterans, 245 entered 1–2 years ago, and 416 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

48 of 2264 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	2255	2213	1.9%
13F Shares	734M	716M	2.61%
Total Value	$73.09B	$67.32B	8.57%
New Positions	177	169	+8
Increased Positions	828	747	+81
Closed Positions	124	147	-23
Reduced Positions	764	747	+17
Total Calls	39	34	14.71%
Total Puts	43	48	-10.42%
PUT/CALL Ratio	1.1	1.41	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

2255

2213

1.9%

13F Shares

734M

716M

2.61%

Total Value

$73.09B

$67.32B

8.57%

New Positions

177

169

Increased Positions

828

747

+81

Closed Positions

124

147

-23

Reduced Positions

764

747

+17

Total Calls

14.71%

Total Puts

-10.42%

PUT/CALL Ratio

1.1

1.41

Neutral

Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:

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

Top 25 EFA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bontempo Ohly Capital Mgmt LLC	25.27%	571,238	$59.3M
2	Ryan Investment Management, Inc.	24.92%	529,994	$55.1M
3	Hackensack Meridian Health, Inc.	19.81%	2,823,932	$293.4M
4	Brewster Financial Planning LLC	18.57%	325,592	$33.8M
5	A&I Financial Services, LLC	18.10%	400,128	$41.6M
6	Fluent Financial, LLC	17.09%	460,833	$47.9M
7	Passaic Partners LLC	15.59%	2,037,500	$211.7M
8	Painted Porch Advisors LLC	14.18%	312,257	$32.4M
9	Pitti Group Wealth Management, LLC	13.37%	176,688	$18.4M
10	Arrien Investments, INC.	13.32%	254,325	$26.4M
11	Latigo Investments, LLC	12.90%	278,590	$28.9M
12	Northwestern Mutual Investment Management Company, LLC	12.69%	10,419,892	$1.08B
13	Breakthru Advisory Services, LLC	12.65%	36,260	$3.8M
14	AlTi Global, Inc.	12.57%	5,853,778	$608.1M
15	HT Partners LLC	12.50%	434,456	$45.1M
16	Annis Gardner Whiting Capital Advisors, LLC	12.28%	787,607	$81.8M
17	Lepercq De Neuflize Asset Management LLC	12.08%	183,230	$19.0M
18	Allie Family Office LLC	11.93%	309,203	$32.1M
19	Cape Ann Savings Bank	11.03%	225,487	$23.4M
20	Greenfield FTC, Inc.	10.95%	774,023	$80.4M
21	Lwm Advisors Inc	10.83%	139,800	$14.5M
22	Torrey-Payne Wealth Management, LLC	10.51%	123,016	$12.8M
23	Tandem Wealth Advisors LLC	10.10%	244,341	$25.4M
24	Antonelli Financial Advisors, LLC	9.74%	136,795	$14.2M
25	Sand Hill Global Advisors, LLC	9.37%	2,996,113	$311.2M

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 (EFA)

What does the Smart Money Trend signal show for EFA?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EFA 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 EFA?

Slight buying edge — 53% buying: Last quarter: 1,031 funds bought or added vs 907 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 EFA holders?

Elite ownership — 62% AUM from top-100 funds: 48 of 2264 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EFA. 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 EFA?

70% of holders stayed for 2+ years: 1,585 out of 2,275 hedge funds have held EFA 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 (EFA) following the 2026 Q2 hedge fund 13F filings?

As of today, EFA has moved -3.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), EFA has gained +1.1% vs +1.4% 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 (EFA)

Smart Money Signals — EFA

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+11 vs last Q)

70% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 72% veterans vs 18% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — EFA

Hedge Fund Ownership: EFA

Market Analysis: EFA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFA

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

Hedge Fund Positioning: EFA

Statistics: EFA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EFA)

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