Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EPOL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
5Q ▲
Buyers last Q
52%

Smart Money Signals — EPOL

Based on 117 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added EPOL 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
117 hedge funds hold EPOL 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 — +31% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+31% 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.
🟡

Slight buying edge — 52% buying

63 buying59 selling
Last quarter: 63 funds bought or added vs 59 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 23 → 22 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 32% medium ■ 28% new
Of the 117 current holders: 46 (39%) held >2 years, 38 held 1–2 years, and 33 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 — ~27 new funds/quarter

45 → 30 → 23 → 22 → 27 new funds/Q
New funds entering each quarter: 30 → 23 → 22 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 45% newcomers

■ 46% veterans ■ 9% 1-2yr ■ 45% new
Entry-cohort mix of 118 holders: 54 (46%) are 2+ year veterans, 11 entered 1–2 years ago, and 53 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
19 of 116 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — EPOL

In 2026 Q1, 63 hedge funds were net buyers of EPOL (27 opened a new position, 36 added to an existing one), while 59 reduced or exited (40 trimmed, 19 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in EPOL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 117.

Hedge Fund Ownership: EPOL

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

Market Analysis: EPOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPOL

-- --

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

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

Signal Freshness measures how much EPOL 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 · 79d ago
EPOL
+9.3%
SPY
+13.9%

EPOL outperformed SPY by -4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EPOL
+0.2%
SPY
+0.2%

Since the filing became public, EPOL outperformed SPY by +0.0% .

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.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EPOL
117 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 117 109 7.34%
13F Shares 7M 8M -9.46%
Total Value $256M $277M -7.43%
New Positions 27 22 +5
Increased Positions 36 36 -
Closed Positions 19 16 +3
Reduced Positions 40 34 +6
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: EPOL

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

117 + investors

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

QUARTER:
Top 25 EPOL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Capital Management, Inc. 3.16% 153,657 $5.6M
2 Black Swift Group, LLC 2.01% 315,970 $11.5M
3 My Portfolio Guide, LLC 1.57% 77,579 $2.8M
4 Spectrum Strategic Capital Management, LLC 1.38% 70,646 $2.6M
5 Accordant Advisory Group Inc 1.23% 54,549 $2.0M
6 Manchester Financial Inc 0.66% 94,237 $3.4M
7 Cobblestone Asset Management LLC 0.64% 38,937 $1.4M
8 Elm3 Financial Group, LLC 0.54% 17,630 $642K
9 Arrow Investment Advisors, LLC 0.46% 11,741 $427K
10 Monument Capital Management 0.45% 49,473 $1.8M
11 Mount Lucas Management LP 0.37% 27,693 $1.0M
12 Steadtrust LLC 0.35% 17,000 $619K
13 NewSquare Capital LLC 0.34% 106,983 $3.9M
14 Militia Capital Management LLC 0.31% 38,000 $1.4M
15 Kaizen Financial Strategies 0.31% 18,315 $731K
16 Solstein Capital, LLC 0.25% 16,758 $610K
17 Csenge Advisory Group 0.24% 141,433 $5.1M
18 Robertson Stephens Wealth Management, LLC 0.21% 202,267 $7.4M
19 CoreCap Advisors, LLC 0.17% 137,675 $5.0M
20 State of Tennessee, Department of Treasury 0.17% 1,367,895 $49.8M
21 AlphaCentric Advisors LLC 0.16% 4,371 $159K
22 GFS Advisors, LLC 0.13% 10,870 $1.1M
23 Trust Co of Oklahoma 0.13% 12,167 $443K
24 SeaCrest Wealth Management, LLC 0.11% 27,550 $1.0M
25 Old Mission Capital LLC 0.10% 173,393 $6.3M
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 (EPOL)

What does the Smart Money Trend signal show for EPOL?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added EPOL 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 EPOL?

Slight buying edge — 52% buying: Last quarter: 63 funds bought or added vs 59 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPOL holders?

Strong quality — 29% AUM from major funds: 19 of 116 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPOL?

Mixed — 39% long-term, 28% new: Of the 117 current holders: 46 (39%) held >2 years, 38 held 1–2 years, and 33 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 (EPOL) following the 2026 Q1 hedge fund 13F filings?

As of today, EPOL has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), EPOL has gained +9.3% vs +13.9% 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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