Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EFV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +108
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — EFV

Based on 1160 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EFV 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
1,160 hedge funds hold EFV 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+222 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

590 buying488 selling
Last quarter: 590 funds bought or added vs 488 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 (+70 vs last Q)

new funds entering per quarter
Funds opening a new EFV position: 92 → 112 → 116 → 186. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 19% new
678 out of 1,160 hedge funds have held EFV 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.
💎

Buying through price weakness — shares +91%, value +2%

Value
+2%
Shares
+91%
Last quarter: funds added +91% more shares while total portfolio value only changed +2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

117 → 92 → 112 → 116 → 186 new funds/Q
New funds entering each quarter: 92 → 112 → 116 → 186. A growing number of institutions are discovering EFV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Of 1,161 current holders: 692 (60%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
27 of 1160 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EFV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: EFV

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

Market Analysis: EFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFV

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 56 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: EFV
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1161 1054 10.15%
13F Shares 657M 343M 91.5%
Total Value $23.81B $23.26B 2.37%
New Positions 186 116 +70
Increased Positions 405 336 +69
Closed Positions 79 65 +14
Reduced Positions 411 409 +2
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFV

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of EFV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRAVE ASSET MANAGEMENT INC 12.85% 737,659 $54.8M
2 hemming& Wealth Management, Inc. 11.86% 228,561 $17.0M
3 WALLER FINANCIAL PLANNING GROUP, INC 8.39% 511,303 $38.0M
4 Shum Financial Group, Inc. 7.89% 150,162 $11.2M
5 Auto-Owners Insurance Co 7.14% 4,588,000 $341.1M
6 Gilbert Capital Group, Inc. 6.49% 113,003 $8.4M
7 Cardinal Strategic Wealth Guidance 6.44% 328,617 $24.4M
8 Integrated Capital Management, LLC 5.81% 185,312 $13.8M
9 Stone House Investment Management, LLC 5.11% 383,650 $28.5M
10 Polaris Investment Advisors, LLC 5.06% 93,379 $6.9M
11 JB Capital LLC 4.83% 1,609,766 $119.7M
12 WATERSHED PRIVATE WEALTH LLC 4.61% 199,035 $14.8M
13 Affinity Capital Advisors, LLC 4.42% 424,349 $31.6M
14 Portfolio Resources Advisor Group, Inc. 4.30% 58,242 $4.3M
15 SWMG, LLC 4.18% 196,969 $14.6M
16 HOWARD BAILEY SECURITIES, LLC 4.16% 135,999 $10.1M
17 COREPATH WEALTH PARTNERS LLC 4.06% 77,557 $6.0M
18 True Vision MN LLC 4.02% 104,946 $7.8M
19 PAX Financial Group, LLC 3.63% 286,610 $21.3M
20 Octavia Wealth Advisors, LLC 3.59% 504,780 $37.5M
21 LifeWealth Investments, LLC 3.57% 160,908 $12.0M
22 Able Wealth Management LLC 3.56% 179,248 $13.3M
23 PARK AVENUE SECURITIES LLC 3.41% 5,862,784 $436K
24 Sharkey, Howes & Javer 3.39% 338,521 $25.2M
25 CLIENT 1ST ADVISORY GROUP, LLC 3.34% 148,063 $11.0M
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 (EFV)

What does the Smart Money Trend signal show for EFV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EFV 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 EFV?

Slight buying edge — 55% buying: Last quarter: 590 funds bought or added vs 488 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 EFV holders?

Elite ownership — 47% AUM from top-100 funds: 27 of 1160 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EFV. 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 EFV?

58% of holders stayed for 2+ years: 678 out of 1,160 hedge funds have held EFV 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.