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

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

As of today, EFG has moved -5.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), EFG gained -3.4% vs +2.1% 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 (EFG)

1K + Investors. Track Smart Money conviction in EFG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EFG

Based on 1068 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EFG 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

1,068 hedge funds hold EFG 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 — +11% more funds vs a year ago

fund count last 6Q

+104 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

603 buying357 selling

Last quarter: 603 funds were net buyers (127 opened a brand new position + 476 added to an existing one). Only 357 were sellers (289 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 89 → 118 → 136 → 127. 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.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new

665 out of 1,068 hedge funds have held EFG 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

86 → 89 → 118 → 136 → 127 new funds/Q

New funds entering each quarter: 89 → 118 → 136 → 127. A growing number of institutions are discovering EFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new

Entry-cohort mix of 1,069 holders: 694 (65%) are 2+ year veterans, 142 entered 1–2 years ago, and 233 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

29 of 1067 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in EFG. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1058	1009	4.86%
13F Shares	122M	106M	14.54%
Total Value	$14.50B	$11.33B	27.98%
New Positions	122	136	-14
Increased Positions	474	405	+69
Closed Positions	72	87	-15
Reduced Positions	289	278	+11
Total Calls	1	1	-
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1058

1009

4.86%

13F Shares

122M

106M

14.54%

Total Value

$14.50B

$11.33B

27.98%

New Positions

122

136

-14

Increased Positions

474

405

+69

Closed Positions

-15

Reduced Positions

289

278

+11

Total Calls

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:

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

Top 25 EFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Aventus Investment Advisors, Inc.	8.83%	96,865	$12.1M
2	Pacific Life Fund Advisors LLC	7.25%	529,971	$65.9M
3	Covenant Partners, LLC	6.85%	205,602	$23.4M
4	Waller Financial Planning Group, Inc	5.64%	219,957	$27.4M
5	Seneca Financial Advisors LLC	5.63%	174,129	$21.7M
6	Montgomery Financial Services LLC	5.32%	49,158	$6.1M
7	Robinswood Financial LLC	5.21%	141,072	$14.1M
8	Financial Synergies Wealth Advisors, Inc.	5.06%	479,599	$59.7M
9	Quent Capital, LLC	4.52%	591,861	$73.6M
10	Cerro Pacific Wealth Advisors LLC	4.49%	159,531	$19.8M
11	LiftPoint Family Wealth Advisors LLC	4.47%	52,990	$6.6M
12	Wakefield Asset Management LLLP	4.40%	157,105	$19.5M
13	Meridian Wealth Partners, LLC	4.34%	288,300	$35.9M
14	Kingdom Financial Group LLC.	3.89%	122,315	$15.2M
15	Core Wealth Advisors, LLC	3.72%	40,528	$5.0M
16	Octavia Wealth Advisors, LLC	3.68%	342,462	$42.6M
17	Howard Bailey Securities, LLC	3.58%	76,750	$9.5M
18	Financial Life Advisors	3.53%	99,828	$12.4M
19	Regimen Wealth, LLC	3.51%	104,650	$13.0M
20	Keystone Financial Services	3.49%	108,877	$13.5M
21	FAS Wealth Partners, Inc.	3.44%	530,741	$66.0M
22	Watershed Private Wealth LLC	3.27%	93,224	$11.6M
23	Marks Group Wealth Management, Inc	3.22%	296,920	$36.9M
24	JB Capital LLC	3.21%	744,687	$92.7M
25	LifeWealth Investments, LLC	3.16%	94,973	$11.8M

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 (EFG)

What does the Smart Money Trend signal show for EFG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EFG 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 EFG?

More buyers than sellers — 63% buying: Last quarter: 603 funds were net buyers (127 opened a brand new position + 476 added to an existing one). Only 357 were sellers (289 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFG holders?

Elite ownership — 54% AUM from top-100 funds: 29 of 1067 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in EFG. 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 EFG?

62% of holders stayed for 2+ years: 665 out of 1,068 hedge funds have held EFG 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 (EFG) following the 2026 Q2 hedge fund 13F filings?

As of today, EFG has moved -5.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), EFG has gained -3.4% vs +2.1% 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 (EFG)

Smart Money Signals — EFG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More buyers than sellers — 63% buying

Fewer new buyers each quarter (-9 vs last Q)

62% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 22% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — EFG

Hedge Fund Ownership: EFG

Market Analysis: EFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EFG

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

Hedge Fund Positioning: EFG

Statistics: EFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EFG)

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