Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EMXF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — EMXF

Based on 56 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 EMXF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
56 hedge funds hold EMXF 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 — +27% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+27% 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.
🟠

More sellers than buyers — 44% buying

19 buying24 selling
Last quarter: 24 funds reduced or exited vs 19 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 12 → 6. 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.
📌

Mixed — 38% long-term, 34% new

■ 38% conviction (2yr+) ■ 29% medium ■ 34% new
Of the 56 current holders: 21 (38%) held >2 years, 16 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~6 new funds/quarter

9 → 7 → 7 → 12 → 6 new funds/Q
New funds entering each quarter: 7 → 7 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 48% new entrants

■ 36% veterans ■ 16% 1-2yr ■ 48% new
Of 56 current holders: 20 (36%) held 2+ years, 9 held 1–2 years, 27 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 56 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — EMXF

In 2026 Q1, 19 hedge funds were net buyers of EMXF (6 opened a new position, 13 added to an existing one), while 24 reduced or exited (17 trimmed, 7 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 56.

Hedge Fund Ownership: EMXF

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

Market Analysis: EMXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMXF

-- --

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

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

Signal Freshness measures how much EMXF 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 · 86d ago
EMXF
+20.3%
SPY
+13.0%

EMXF outperformed SPY by +7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
EMXF
+2.6%
SPY
-0.5%

Since the filing became public, EMXF outperformed SPY by +3.1% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EMXF
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 57 -3.51%
13F Shares 1M 1M 1.72%
Total Value $51M $48M 6.3%
New Positions 6 12 -6
Increased Positions 13 18 -5
Closed Positions 8 4 +4
Reduced Positions 17 14 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMXF

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 EMXF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invera Wealth Advisors, LLC 3.28% 106,782 $5.1M
2 Values Added Financial LLC 1.76% 87,375 $4.2M
3 Balanced Rock Investment Advisors LLC 1.47% 43,747 $2.1M
4 Strategic Financial Planning, Inc. 1.08% 26,493 $1.8M
5 Atlantic Private Wealth, LLC 1.06% 33,785 $1.6M
6 Plum Street Advisors, LLC 0.39% 23,411 $1.1M
7 Financially in Tune, LLC 0.19% 4,580 $219K
8 Walkner Condon Financial Advisors LLC 0.16% 25,111 $1.2M
9 Mccarter Private Wealth Services LLC 0.14% 6,718 $321K
10 Bailard, INC. 0.14% 126,515 $6.1M
11 Cambridge Financial Group, LLC 0.12% 7,132 $341K
12 Gould Asset Management LLC /Ca/ 0.10% 12,550 $600K
13 Optas, LLC 0.06% 8,888 $425K
14 Longview Financial Advisors LLC 0.05% 1,911 $91K
15 Stewardship Advisors, LLC 0.05% 4,342 $208K
16 Abacus Planning Group, Inc. 0.05% 7,058 $338K
17 Raelipskie Partnership 0.04% 2,159 $103K
18 Fortis Capital Advisors, LLC 0.04% 6,718 $321K
19 Summit Wealth Group LLC / Co 0.04% 8,255 $395K
20 Robertson Stephens Wealth Management, LLC 0.04% 30,773 $1.5M
21 Ally Invest Advisors Inc. 0.03% 10,308 $493K
22 Rwa Wealth Partners, LLC 0.03% 59,225 $2.8M
23 KWB Wealth 0.03% 6,008 $280K
24 Timmons Wealth Management, LLC 0.02% 539 $26K
25 Asset Dedication, LLC 0.02% 6,552 $313K
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 (EMXF)

What does the Smart Money Trend signal show for EMXF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EMXF 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 EMXF?

More sellers than buyers — 44% buying: Last quarter: 24 funds reduced or exited vs 19 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 EMXF holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 56 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EMXF?

Mixed — 38% long-term, 34% new: Of the 56 current holders: 21 (38%) held >2 years, 16 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, EMXF has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), EMXF has gained +20.3% vs +13.0% 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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