Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — EMB

Based on 891 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EMB 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
891 hedge funds hold EMB 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 — +13% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

570 buying305 selling
Last quarter: 570 funds were net buyers (149 opened a brand new position + 421 added to an existing one). Only 305 were sellers (222 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new EMB position: 110 → 85 → 107 → 149. 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
549 out of 891 hedge funds have held EMB 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

108 → 110 → 85 → 107 → 149 new funds/Q
New funds entering each quarter: 110 → 85 → 107 → 149. A growing number of institutions are discovering EMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 897 current holders: 584 (65%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
30 of 891 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMB. 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: EMB

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

Market Analysis: EMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMB

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

51 top-rated funds 7 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EMB
2026 Q1 Stats Unlock in 13 days 897 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 897 834 7.55%
13F Shares 147M 136M 8.0%
Total Value $14.05B $13.85B 1.42%
New Positions 149 108 +41
Increased Positions 431 414 +17
Closed Positions 84 74 +10
Reduced Positions 232 229 +3
Total Calls 3 3 -
Total Puts 4 6 -33.33%
PUT/CALL Ratio 1.33 2.0 Bearish

Statistics: EMB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

897 + investors

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

Top 25 institutional holders of EMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Polianta Ltd 26.81% 2,151,000 $202K
2 SBI Okasan Asset Management Co.Ltd. 13.27% 3,478,160 $323.9M
3 Nationwide Fund Advisors 8.86% 2,156,276 $202.5M
4 Finhabits Advisors LLC 5.26% 60,688 $5.7M
5 PEAK FINANCIAL ADVISORS LLC 4.87% 117,052 $11.0M
6 1 NORTH WEALTH SERVICES LLC 4.59% 135,357 $12.7M
7 SIERRA OCEAN, LLC 4.34% 56,251 $5.3M
8 Pacific Life Fund Advisors LLC 3.41% 316,338 $29.7M
9 Towercrest Capital Management 3.25% 221,835 $20.8M
10 CITIZENS & NORTHERN CORP 3.18% 135,929 $12.8M
11 Vertex Investment Solutions Co., Ltd. 2.87% 26,700 $2.5M
12 BEACON ADVISORS HOLDINGS, LLC 2.86% 56,980 $5.4M
13 Alliance Wealth Management Group 2.78% 135,230 $12.7M
14 VERUS WEALTH MANAGEMENT, LLC 2.70% 30,916 $2.9M
15 Financial Alternatives, Inc 2.68% 52,852 $5.0M
16 SigFig Wealth Management, LLC 2.50% 906,584 $85.2M
17 Gridiron Partners, LLC 2.43% 42,501 $4.0M
18 Privium Fund Management (UK) Ltd 2.36% 50,070 $4.7M
19 Retirement Investment Advisors, Inc. 2.26% 291,422 $28.1M
20 FUKOKU MUTUAL LIFE INSURANCE CO 2.09% 340,000 $31.9M
21 Factor Wealth Management LTD 2.06% 116,848 $11.0M
22 OneAscent Family Office, LLC 1.86% 28,316 $2.7M
23 Outlook Wealth Advisors, LLC 1.85% 81,501 $7.7M
24 Venturi Wealth Management, LLC 1.83% 431,469 $40.5M
25 Navigation Wealth Management, Inc. 1.80% 5,317 $499K
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 (EMB)

What does the Smart Money Trend signal show for EMB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EMB 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 EMB?

More buyers than sellers — 65% buying: Last quarter: 570 funds were net buyers (149 opened a brand new position + 421 added to an existing one). Only 305 were sellers (222 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMB holders?

Elite ownership — 44% AUM from top-100 funds: 30 of 891 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMB. 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 EMB?

62% of holders stayed for 2+ years: 549 out of 891 hedge funds have held EMB 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.