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
↑ +19
Streak
10Q ▲
Buyers last Q
50%

Smart Money Signals — EFA

Based on 2207 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
2,207 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
+271 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 — 50% buying

929 buying911 selling
Last quarter: 929 funds bought or added vs 911 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.
⚠️

Fewer new buyers each quarter (-114 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 180 → 146 → 278 → 164. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
1,540 out of 2,207 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

168 → 180 → 146 → 278 → 164 new funds/Q
New funds entering each quarter: 180 → 146 → 278 → 164. A growing number of institutions are discovering EFA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 2,275 holders: 1,642 (72%) are 2+ year veterans, 232 entered 1–2 years ago, and 401 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
47 of 2192 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.6
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.

Institutional Sentiment Summary — EFA

In 2026 Q1, 929 hedge funds were net buyers of EFA (164 opened a new position, 765 added to an existing one), while 911 reduced or exited (766 trimmed, 145 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in EFA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 2207.

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

-- --

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

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

Signal Freshness measures how much EFA 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 · 78d ago
EFA
+7.2%
SPY
+15.9%

EFA outperformed SPY by -8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EFA
+3.9%
SPY
+2.0%

Since the filing became public, EFA outperformed SPY by +1.9% .

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 ?
Strong Institutional Conviction

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

65 top-rated funds 73 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: EFA
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2179 2188 -0.41%
13F Shares 713M 741M -3.78%
Total Value $67.12B $70.20B -4.38%
New Positions 155 278 -123
Increased Positions 739 827 -88
Closed Positions 164 116 +48
Reduced Positions 738 674 +64
Total Calls 34 31 9.68%
Total Puts 48 39 23.08%
PUT/CALL Ratio 1.41 1.26 Bearish

Statistics: EFA

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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.

QUARTER:
Top 25 EFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bontempo Ohly Capital Mgmt LLC 25.01% 570,661 $55.4M
2 Hackensack Meridian Health, Inc. 21.84% 2,382,932 $231.5M
3 Ryan Investment Management, Inc. 20.41% 373,704 $36.3M
4 Brewster Financial Planning LLC 19.22% 327,140 $31.8M
5 Passaic Partners LLC 17.04% 1,875,300 $182.1M
6 Northwestern Mutual Investment Management Company, LLC 16.62% 11,289,341 $1.10B
7 Painted Porch Advisors LLC 15.16% 327,117 $31.8M
8 Pitti Group Wealth Management, LLC 13.84% 175,562 $17.1M
9 Arrien Investments, INC. 13.66% 259,409 $25.2M
10 Latigo Investments, LLC 13.48% 278,590 $27.1M
11 HT Partners LLC 13.25% 450,488 $43.8M
12 AlTi Global, Inc. 13.14% 6,222,715 $604.4M
13 Lepercq De Neuflize Asset Management LLC 12.87% 183,230 $17.8M
14 Allie Family Office LLC 12.61% 296,575 $28.8M
15 Annis Gardner Whiting Capital Advisors, LLC 12.26% 788,080 $76.5M
16 Lwm Advisors Inc 11.85% 140,670 $13.7M
17 Absolute Gestao de Investimentos Ltda. 11.52% 1,040,000 $101.0M
18 Cape Ann Savings Bank 10.99% 225,137 $21.9M
19 Torrey-Payne Wealth Management, LLC 10.84% 121,727 $11.8M
20 Tandem Wealth Advisors LLC 10.18% 235,056 $22.8M
21 Antonelli Financial Advisors, LLC 10.15% 151,215 $14.7M
22 Sand Hill Global Advisors, LLC 9.87% 3,020,430 $293.4M
23 Verger Capital Management LLC 8.77% 306,248 $29.7M
24 Fluent Financial, LLC 8.76% 232,829 $23.9M
25 Paulson Wealth Management Inc. 8.44% 370,610 $36.0M
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 — 10 quarters in a row: For 10 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 — 50% buying: Last quarter: 929 funds bought or added vs 911 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 — 44% AUM from top-100 funds: 47 of 2192 holders are among the 100 largest funds by AUM, controlling 44% 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: 1,540 out of 2,207 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 Q1 hedge fund 13F filings?

As of today, EFA has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), EFA has gained +7.2% vs +15.9% 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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