Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EPHE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — EPHE

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EPHE 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.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
41 funds currently hold this stock — 89% of the 3.0-year high of 46 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

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

fund count last 6Q
+8 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 65% buying

26 buying14 selling
Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 14 were sellers (6 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new EPHE position: 11 → 9 → 4 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
26 out of 41 hedge funds have held EPHE 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.
➡️

Steady discovery — ~17 new funds/quarter

5 → 11 → 9 → 4 → 17 new funds/Q
New funds entering each quarter: 11 → 9 → 4 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 41 holders: 28 (68%) are 2+ year veterans, 5 entered 1–2 years ago, and 8 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
14 of 41 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — EPHE

In 2026 Q1, 26 hedge funds were net buyers of EPHE (17 opened a new position, 9 added to an existing one), while 14 reduced or exited (6 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: EPHE

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

Market Analysis: EPHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPHE

-- --

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

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

Signal Freshness measures how much EPHE 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 · 78d ago
EPHE
+1.0%
SPY
+15.9%

EPHE outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EPHE
+3.8%
SPY
+2.0%

Since the filing became public, EPHE outperformed SPY by +1.8% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EPHE
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 32 28.12%
13F Shares 2M 1M 58.86%
Total Value $56M $37M 49.93%
New Positions 17 4 +13
Increased Positions 9 7 +2
Closed Positions 8 10 -2
Reduced Positions 6 9 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPHE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 EPHE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bcwm, LLC 1.02% 144,540 $3.6M
2 Carrera Capital Advisors 0.47% 121,626 $3.0M
3 Caisse Des Depots Et Consignations 0.12% 305,000 $7.5M
4 State of Tennessee, Department of Treasury 0.05% 634,267 $15.7M
5 Prelude Capital Management, LLC 0.03% 18,000 $447K
6 Stelac Advisory Services LLC 0.02% 4,164 $103K
7 SBI Securities Co., Ltd. 0.02% 24,486 $608K
8 Level Four Advisory Services, LLC 0.01% 12,605 $313K
9 Natixis 0.01% 81,291 $2.0M
10 BOCHK Asset Management Ltd 0.01% 1,200 $30K
11 Banque Pictet & Cie SA 0.01% 35,000 $869K
12 Sanctuary Advisors, LLC 0.00% 36,093 $896K
13 Man Group plc 0.00% 77,681 $1.9M
14 Korea Investment CORP 0.00% 39,743 $987K
15 Asset Management One Co., Ltd. 0.00% 20,804 $517K
16 HSBC Holdings plc 0.00% 111,797 $2.8M
17 Eukles Asset Management 0.00% 94 $2K
18 Cibc World Market INC. 0.00% 16,562 $411K
19 Susquehanna International Group, LLP 0.00% 116,100 $2.9M
20 Ashton Thomas Private Wealth, LLC 0.00% 538 $13K
21 Sumitomo Mitsui Trust Group, Inc. 0.00% 9,294 $231K
22 Envestnet Asset Management Inc 0.00% 22,469 $558K
23 BlackRock, Inc. 0.00% 306,221 $7.6M
24 UBS Group AG 0.00% 21,236 $527K
25 LPL Financial LLC 0.00% 9,186 $228K
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 (EPHE)

What does the Smart Money Trend signal show for EPHE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EPHE 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 EPHE?

More buyers than sellers — 65% buying: Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 14 were sellers (6 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EPHE holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 41 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EPHE?

63% of holders stayed for 2+ years: 26 out of 41 hedge funds have held EPHE 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 (EPHE) following the 2026 Q1 hedge fund 13F filings?

As of today, EPHE has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), EPHE has gained +1.0% vs +15.9% 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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