Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EFAV)

506 + 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
↑ +20
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — EFAV

Based on 506 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EFAV 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
506 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 — +14% more funds vs a year ago

fund count last 6Q
+61 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 — 57% buying

258 buying198 selling
Last quarter: 258 funds bought or added vs 198 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 (+38 vs last Q)

new funds entering per quarter
Funds opening a new EFAV position: 57 → 69 → 33 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
340 out of 506 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.
📊

Peak discovery — momentum slowing

48 → 57 → 69 → 33 → 71 new funds/Q
New funds entering each quarter: 57 → 69 → 33 → 71. EFAV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 506 current holders: 354 (70%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
24 of 506 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.6
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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EFAV
2026 Q1 Stats Unlock in 22 days 506 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 506 486 4.12%
13F Shares 41M 42M -3.62%
Total Value $3.50B $3.58B -2.07%
New Positions 71 33 +38
Increased Positions 187 131 +56
Closed Positions 51 33 +18
Reduced Positions 147 172 -25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFAV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

506 + investors

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

Top 25 institutional holders of EFAV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armbruster Capital Management, Inc. 3.32% 221,426 $20.2M
2 Portland Financial Advisors Inc 1.52% 8,023 $733K
3 Shore Point Advisors, LLC 1.49% 41,284 $3.8M
4 VAUGHAN & Co SECURITIES, INC. 1.48% 31,237 $2.9M
5 Samalin Investment Counsel, LLC 1.29% 39,919 $3.6M
6 Ledyard National Bank 1.20% 152,033 $13.9M
7 ANDERSON HOAGLAND & CO 1.16% 147,807 $13.5M
8 Friedenthal Financial 1.03% 22,482 $2.1M
9 Well Done, LLC 1.02% 75,724 $6.9M
10 TPG Advisors LLC 0.94% 16,436 $1.5M
11 BridgePort Financial Solutions, LLC 0.88% 34,047 $3.1M
12 Magnus Financial Group LLC 0.82% 110,266 $10.1M
13 McNaughton Wealth Management, LLC 0.81% 21,494 $2.0M
14 Prism Advisors, Inc. 0.74% 30,144 $2.8M
15 Symmetry Partners, LLC 0.73% 140,522 $12.8M
16 Lexington Hill Partners, LLC 0.50% 9,635 $880K
17 BROWN WEALTH MANAGEMENT, LLC 0.49% 20,806 $1.9M
18 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.44% 5,105 $466K
19 TCV Trust & Wealth Management, Inc. 0.43% 56,727 $5.2M
20 Keenan, LLC 0.43% 5,642 $515K
21 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 0.43% 15,686 $1.4M
22 Physician Wealth Advisors, Inc. 0.42% 33,362 $3.0M
23 Shira Ridge Wealth Management 0.41% 11,213 $1.0M
24 FOUNDERS FINANCIAL SECURITIES LLC 0.37% 66,432 $6.2M
25 Urban Wealth Management, LLC 0.37% 3,915 $358K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EFAV 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 EFAV?

Slight buying edge — 57% buying: Last quarter: 258 funds bought or added vs 198 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 EFAV holders?

Elite ownership — 49% AUM from top-100 funds: 24 of 506 holders are among the 100 largest funds by AUM, controlling 49% 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?

67% of holders stayed for 2+ years: 340 out of 506 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.