Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EFAV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — EFAV

Based on 531 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EFAV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
531 hedge funds hold EFAV 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 — +5% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

235 buying242 selling
Last quarter: 242 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 78 → 53 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 15% new
364 out of 531 hedge funds have held EFAV 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.
➡️

Steady discovery — ~50 new funds/quarter

73 → 37 → 78 → 53 → 50 new funds/Q
New funds entering each quarter: 37 → 78 → 53 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 532 holders: 375 (70%) are 2+ year veterans, 53 entered 1–2 years ago, and 104 (20%) 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
25 of 531 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EFAV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — EFAV

In 2026 Q2, 235 hedge funds were net buyers of EFAV (50 opened a new position, 185 added to an existing one), while 242 reduced or exited (186 trimmed, 56 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 62% of total institutional value in EFAV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 531.

Hedge Fund Ownership: EFAV

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

Market Analysis: EFAV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFAV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 4 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EFAV
528 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 528 537 -1.68%
13F Shares 40M 41M -0.96%
Total Value $3.44B $3.61B -4.74%
New Positions 49 53 -4
Increased Positions 183 149 +34
Closed Positions 58 47 +11
Reduced Positions 185 175 +10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFAV

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Institutional Holders (2026 Q2)

528 + investors

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

QUARTER:
Top 25 EFAV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpha Capital Advisors Inc /Adv 6.38% 84,324 $7.4M
2 Wharton Business Group, LLC 4.90% 1,671,587 $146.6M
3 Advus Financial Partners, LLC 3.66% 86,337 $6.6M
4 Compass Financial Group, Inc. (Ohio) 3.48% 59,346 $5.2M
5 Armbruster Capital Management, Inc. 2.99% 228,932 $20.1M
6 Portfolio Design Labs, LLC 2.44% 169,473 $14.9M
7 Securian Asset Management, Inc 2.30% 702,769 $64.0M
8 Three Bearings Fiduciary Advisors, Inc. 2.26% 28,725 $2.5M
9 Corsicana & Co. 1.61% 37,774 $3.3M
10 VAUGHAN & Co SECURITIES, INC. 1.28% 31,301 $2.7M
11 Portland Financial Advisors Inc 1.25% 7,836 $687K
12 Mission Creek Capital Partners, Inc. 1.22% 79,407 $7.0M
13 Wealth Advisors of Iowa, LLC 1.21% 51,015 $4.5M
14 Shore Point Advisors, LLC 1.13% 37,514 $3.3M
15 RHS Financial, LLC 1.11% 31,280 $2.7M
16 Samalin Investment Counsel, LLC 1.10% 40,162 $3.5M
17 Asset Management Group, Inc. 1.09% 84,562 $7.4M
18 Ledyard National Bank 1.08% 153,015 $13.4M
19 Anderson Hoagland & Co 1.02% 147,790 $13.0M
20 Fortune Financial Advisors, LLC 0.99% 26,453 $2.3M
21 ProVise Management Group, LLC 0.94% 159,820 $14.0M
22 CFG Wealth Management Services, Inc. 0.94% 10,991 $997K
23 MorganRosel Wealth Management, LLC 0.91% 30,830 $2.7M
24 Well Done, LLC 0.90% 75,883 $6.7M
25 Friedenthal Financial 0.89% 21,968 $1.9M
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 (EFAV)

What does the Smart Money Trend signal show for EFAV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EFAV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EFAV?

More sellers than buyers — 49% buying: Last quarter: 242 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EFAV holders?

Elite ownership — 62% AUM from top-100 funds: 25 of 531 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EFAV. 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 EFAV?

69% of holders stayed for 2+ years: 364 out of 531 hedge funds have held EFAV 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.

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