ISHARES TR (EMXF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (EMXF)

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

Smart Money Signals — EMXF

Based on 56 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 EMXF 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

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 — +40% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+40% 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 buyers than sellers — 62% buying

29 buying18 selling

Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 7 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 36% new

■ 30% conviction (2yr+) ■ 34% medium ■ 36% new

Of the 56 current holders: 17 (30%) held >2 years, 19 held 1–2 years, and 20 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.

📈

Growing discovery — still being found

8 → 9 → 7 → 7 → 12 new funds/Q

New funds entering each quarter: 9 → 7 → 7 → 12. A growing number of institutions are discovering EMXF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 27% veterans, 48% new entrants

■ 27% veterans ■ 25% 1-2yr ■ 48% new

Of 56 current holders: 15 (27%) held 2+ years, 14 held 1–2 years, 27 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

5 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	56	48	16.67%
13F Shares	1M	1M	-2.06%
Total Value	$48M	$48M	0.71%
New Positions	12	7	+5
Increased Positions	17	19	-2
Closed Positions	4	2	+2
Reduced Positions	14	8	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

16.67%

13F Shares

-2.06%

Total Value

$48M

0.71%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

56 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 21 institutional holders of EMXF — 2025 Q4 · 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	Financially in Tune, LLC	0.19%	4,580	$219K
4	Walkner Condon Financial Advisors LLC	0.16%	25,111	$1.2M
5	Cambridge Financial Group, LLC	0.12%	7,132	$341K
6	Optas, LLC	0.06%	8,888	$425K
7	Longview Financial Advisors LLC	0.05%	1,911	$91K
8	Stewardship Advisors, LLC	0.05%	4,342	$208K
9	Abacus Planning Group, Inc.	0.05%	7,058	$338K
10	RAELIPSKIE PARTNERSHIP	0.04%	2,159	$103K
11	Fortis Capital Advisors, LLC	0.04%	6,718	$321K
12	SUMMIT WEALTH GROUP LLC / CO	0.04%	8,255	$395K
13	Robertson Stephens Wealth Management, LLC	0.04%	30,773	$1.5M
14	KWB Wealth	0.03%	6,008	$280K
15	Belpointe Asset Management LLC	0.01%	6,718	$321K
16	NBT BANK N A /NY	0.01%	2,567	$123K
17	Stratos Wealth Partners, LTD.	0.01%	9,258	$443K
18	Diversified Trust Co	0.00%	5,080	$243K
19	WOLFF WIESE MAGANA LLC	0.00%	46	$2K
20	BIRCHBROOK, INC.	0.00%	43	$2K
21	Farther Finance Advisors, LLC	0.00%	210	$10K

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?

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

More buyers than sellers — 62% buying: Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMXF holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EMXF?

Mixed — 30% long-term, 36% new: Of the 56 current holders: 17 (30%) held >2 years, 19 held 1–2 years, and 20 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.

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.

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ISHARES TR (EMXF)

Smart Money Signals — EMXF

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~12 new funds per quarter

Mixed — 30% long-term, 36% new

Growing discovery — still being found

Mixed cohorts — 27% veterans, 48% new entrants

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: EMXF

Market Analysis: EMXF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EMXF

Hedge Fund Positioning: EMXF

Statistics: EMXF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (EMXF)

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