Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EMB)

841 + 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
↓ -100
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — EMB

Based on 846 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
846 funds currently hold this stock — 89% of the 3.0-year high of 946 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EMB is almost the same as a year ago (-12 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

399 buying531 selling
Last quarter: 531 funds reduced or exited vs 399 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-62 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 117 → 161 → 99. 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+) ■ 21% medium ■ 17% new
526 out of 846 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

116 → 90 → 117 → 161 → 99 new funds/Q
New funds entering each quarter: 90 → 117 → 161 → 99. A growing number of institutions are discovering EMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 857 holders: 577 (67%) are 2+ year veterans, 105 entered 1–2 years ago, and 175 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
39 of 844 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — EMB

In 2026 Q1, 399 hedge funds were net buyers of EMB (99 opened a new position, 300 added to an existing one), while 531 reduced or exited (332 trimmed, 199 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 57% of total institutional value in EMB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -100 funds (more exits than new entries). Total institutional holders: 846.

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.

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

Signal Freshness measures how much EMB 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 · 82d ago
EMB
+3.0%
SPY
+15.1%

EMB outperformed SPY by -12.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EMB
+2.6%
SPY
+1.3%

Since the filing became public, EMB outperformed SPY by +1.3% .

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.

24 top-rated funds 12 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: EMB
841 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 841 946 -11.1%
13F Shares 142M 149M -4.67%
Total Value $12.06B $14.23B -15.27%
New Positions 97 161 -64
Increased Positions 297 437 -140
Closed Positions 202 90 +112
Reduced Positions 326 231 +95
Total Calls 4 3 33.33%
Total Puts 7 4 75.0%
PUT/CALL Ratio 1.75 1.33 Bearish

Statistics: EMB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

841 + investors

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

QUARTER:
Top 25 EMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Trust Bank, Ltd. 29.17% 158,000 $14.8M
2 Adventist Health System Sunbelt Healthcare Corp 20.83% 6,336,400 $595.2M
3 SBI Okasan Asset Management Co.Ltd. 13.27% 3,478,160 $323.9M
4 Prudent Investors Network, INC. 9.97% 487,378 $45.8M
5 Nationwide Fund Advisors 8.86% 2,156,276 $202.5M
6 Hamilton Capital, LLC 7.56% 1,553,708 $145.9M
7 Finhabits Advisors LLC 5.26% 60,688 $5.7M
8 Financial Sense Advisors, Inc. 5.02% 263,561 $24.8M
9 Japan Science & Technology Agency 4.88% 2,500,000 $234.8M
10 Peak Financial Advisors LLC 4.87% 117,052 $11.0M
11 CVS HEALTH Corp 4.74% 107,000 $10.1M
12 1 North Wealth Services LLC 4.59% 135,357 $12.7M
13 Sierra Ocean, LLC 4.34% 56,251 $5.3M
14 Idaho Trust Co 3.86% 126,419 $11.9M
15 Westview Management dba Westview Investment Advisors 3.57% 73,059 $6.9M
16 Pacific Life Fund Advisors LLC 3.41% 316,338 $29.7M
17 Towercrest Capital Management 3.25% 221,835 $20.8M
18 Citizens & Northern Corp 3.18% 135,929 $12.8M
19 Sumitomo Life Insurance Co 2.95% 1,337,709 $125.7M
20 Vertex Investment Solutions Co., Ltd. 2.87% 26,700 $2.5M
21 III Capital Management 2.86% 105,000 $9.9M
22 Beacon Advisors Holdings, LLC 2.86% 56,980 $5.4M
23 Omega Financial Group, LLC 2.82% 92,362 $8.7M
24 Alliance Wealth Management Group 2.78% 135,230 $12.7M
25 Verus Wealth Management, LLC 2.70% 30,916 $2.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EMB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EMB?

More sellers than buyers — 43% buying: Last quarter: 531 funds reduced or exited vs 399 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EMB holders?

Elite ownership — 57% AUM from top-100 funds: 39 of 844 holders are among the 100 largest funds by AUM, controlling 57% 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: 526 out of 846 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.

Is it too late to buy Ishares Tr (EMB) following the 2026 Q1 hedge fund 13F filings?

As of today, EMB has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), EMB has gained +3.0% vs +15.1% 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.

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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