Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EFA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +146
Streak
9Q ▲
Buyers last Q
59%

Smart Money Signals — EFA

Based on 2047 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
2,047 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 — +14% more funds vs a year ago

fund count last 6Q
+252 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 — 59% buying

1061 buying750 selling
Last quarter: 1,061 funds bought or added vs 750 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 (+124 vs last Q)

new funds entering per quarter
Funds opening a new EFA position: 161 → 167 → 131 → 255. 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 ■ 14% new
1,459 out of 2,047 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.
📈

Growing discovery — still being found

177 → 161 → 167 → 131 → 255 new funds/Q
New funds entering each quarter: 161 → 167 → 131 → 255. A growing number of institutions are discovering EFA 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 2,105 current holders: 1,513 (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.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
35 of 2047 holders are among the 100 largest funds by AUM, controlling 41% 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.

Hedge Fund Ownership: EFA

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

Market Analysis: EFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFA

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

109 top-rated funds 69 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: EFA
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2105 1968 6.96%
13F Shares 733M 709M 3.36%
Total Value $69.39B $66.29B 4.68%
New Positions 258 133 +125
Increased Positions 885 785 +100
Closed Positions 114 120 -6
Reduced Positions 717 729 -12
Total Calls 31 36 -13.89%
Total Puts 37 48 -22.92%
PUT/CALL Ratio 1.19 1.33 Neutral

Statistics: EFA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of EFA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ARRIEN INVESTMENTS, INC. 13.66% 259,409 $25.2M
2 HT Partners LLC 13.25% 450,488 $43.8M
3 LWM ADVISORS INC 11.85% 140,670 $13.7M
4 CAPE ANN SAVINGS BANK 10.99% 225,137 $21.9M
5 Fluent Financial, LLC 8.76% 232,829 $23.9M
6 COREPATH WEALTH PARTNERS LLC 8.11% 117,637 $12.0M
7 IFG Advisors, LLC 7.78% 489,271 $47.5M
8 Sincerus Advisory, LLC 7.49% 101,703 $9.9M
9 Cooke Wealth Management, LLC 6.48% 75,342 $7.3M
10 URS Advisory LLC 6.37% 89,704 $8.7M
11 Prosperity Planning, Inc. 6.14% 249,670 $24.3M
12 AAFMAA Wealth Management & Trust LLC 6.14% 163,047 $15.8M
13 AUA CAPITAL MANAGEMENT, LLC 5.85% 117,793 $11.4M
14 Savior LLC 5.80% 16,745 $1.6M
15 HOGE FINANCIAL SERVICES, LLC 5.67% 109,083 $10.6M
16 BREAKTHRU ADVISORY SERVICES, LLC 5.65% 36,260 $3.5M
17 HMS Capital Management, LLC 5.61% 149,200 $14.5M
18 Greenfield FTC, Inc. 5.30% 286,330 $27.8M
19 Corundum Group, Inc. 5.27% 162,461 $15.8M
20 First Pacific Financial 5.02% 401,684 $39.0M
21 UNIQUE WEALTH, LLC 4.81% 358,309 $34.8M
22 HORIZON BANCORP INC /IN/ 4.59% 98,147 $10K
23 Financial & Tax Architects, LLC 4.55% 210,197 $20.4M
24 ARCADIA INVESTMENT ADVISORS LLC 4.48% 97,731 $9.5M
25 Badgley Phelps Wealth Managers, LLC 4.37% 2,258,978 $219.4M
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 — 9 quarters in a row: For 9 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 — 59% buying: Last quarter: 1,061 funds bought or added vs 750 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 — 41% AUM from top-100 funds: 35 of 2047 holders are among the 100 largest funds by AUM, controlling 41% 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?

71% of holders stayed for 2+ years: 1,459 out of 2,047 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.

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.