Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EFG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — EFG

Based on 1009 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
1,009 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 — +7% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

541 buying365 selling
Last quarter: 541 funds were net buyers (136 opened a brand new position + 405 added to an existing one). Only 365 were sellers (279 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new EFG position: 85 → 89 → 117 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
627 out of 1,009 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

82 → 85 → 89 → 117 → 136 new funds/Q
New funds entering each quarter: 85 → 89 → 117 → 136. A growing number of institutions are discovering EFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 1,010 holders: 647 (64%) are 2+ year veterans, 153 entered 1–2 years ago, and 210 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
27 of 1009 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.5
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.

Institutional Sentiment Summary — EFG

In 2026 Q1, 541 hedge funds were net buyers of EFG (136 opened a new position, 405 added to an existing one), while 365 reduced or exited (279 trimmed, 86 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in EFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 1009.

Hedge Fund Ownership: EFG

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

Market Analysis: EFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFG

-- --

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

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

Signal Freshness measures how much EFG 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
EFG
+12.7%
SPY
+15.9%

EFG outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EFG
+6.2%
SPY
+2.0%

Since the filing became public, EFG outperformed SPY by +4.2% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 24 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: EFG
999 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 999 959 4.17%
13F Shares 106M 61M 71.88%
Total Value $11.26B $6.98B 61.26%
New Positions 133 117 +16
Increased Positions 400 317 +83
Closed Positions 93 116 -23
Reduced Positions 276 372 -96
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFG

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Institutional Holders (2026 Q1)

999 + 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:
Top 25 EFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aventus Investment Advisors, Inc. 11.08% 117,578 $13.1M
2 Covenant Partners, LLC 6.85% 205,602 $23.4M
3 My Portfolio Guide, LLC 6.22% 100,918 $11.2M
4 Seneca Financial Advisors LLC 5.31% 162,784 $18.1M
5 Waller Financial Planning Group, Inc 5.30% 215,672 $24.0M
6 Financial Synergies Wealth Advisors, Inc. 5.17% 486,256 $54.2M
7 Shakespeare Wealth Management, LLC 4.77% 180,701 $20.1M
8 LiftPoint Family Wealth Advisors LLC 4.62% 50,083 $5.6M
9 Quent Capital, LLC 4.48% 567,198 $63.2M
10 Wakefield Asset Management LLLP 4.32% 146,339 $16.3M
11 Meridian Wealth Partners, LLC 4.26% 278,706 $31.0M
12 Cerro Pacific Wealth Advisors LLC 4.25% 145,434 $16.2M
13 Kingdom Financial Group LLC. 3.75% 117,702 $13.1M
14 Lloyd Advisory Services, LLC. 3.75% 117,702 $13.1M
15 Core Wealth Advisors, LLC 3.70% 43,247 $4.8M
16 Howard Bailey Securities, LLC 3.66% 80,010 $8.9M
17 Octavia Wealth Advisors, LLC 3.51% 329,257 $36.7M
18 Keystone Financial Services 3.46% 105,980 $11.8M
19 Regimen Wealth, LLC 3.33% 102,470 $11.4M
20 FAS Wealth Partners, Inc. 3.22% 464,189 $51.7M
21 Stone House Investment Management, LLC 3.18% 159,096 $17.7M
22 JB Capital LLC 3.15% 699,395 $77.9M
23 LifeWealth Investments, LLC 3.13% 94,310 $10.5M
24 Cardinal Strategic Wealth Guidance 3.13% 106,682 $11.9M
25 Forthright Family Wealth Advisory LLC 3.03% 43,591 $4.5M
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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 541 funds were net buyers (136 opened a brand new position + 405 added to an existing one). Only 365 were sellers (279 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFG holders?

Elite ownership — 53% AUM from top-100 funds: 27 of 1009 holders are among the 100 largest funds by AUM, controlling 53% 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: 627 out of 1,009 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 Q1 hedge fund 13F filings?

As of today, EFG has moved +6.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), EFG has gained +12.7% 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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