Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EPOL)

114 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — EPOL

Based on 115 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EPOL 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
115 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

49 buying72 selling
Last quarter: 72 funds reduced or exited vs 49 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 22 → 27 → 18. 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.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 35% medium ■ 23% new
49 out of 115 hedge funds have held EPOL 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 — ~18 new funds/quarter

31 → 23 → 22 → 27 → 18 new funds/Q
New funds entering each quarter: 23 → 22 → 27 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 16% 1-2yr ■ 33% new
Entry-cohort mix of 116 holders: 60 (52%) are 2+ year veterans, 18 entered 1–2 years ago, and 38 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
21 of 114 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in EPOL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q2, 49 hedge funds were net buyers of EPOL (18 opened a new position, 31 added to an existing one), while 72 reduced or exited (52 trimmed, 20 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in EPOL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 115.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EPOL
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 117 -2.56%
13F Shares 9M 7M 26.64%
Total Value $338M $256M 31.94%
New Positions 18 27 -9
Increased Positions 30 36 -6
Closed Positions 20 19 +1
Reduced Positions 52 40 +12
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: EPOL

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Institutional Holders (2026 Q2)

114 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Capital Management, Inc. 3.69% 153,471 $5.9M
2 Black Swift Group, LLC 2.00% 358,566 $13.8M
3 Spectrum Strategic Capital Management, LLC 1.29% 67,411 $2.6M
4 Point Nemo Capital, LLC 0.93% 47,474 $1.8M
5 Manchester Financial Inc 0.64% 93,656 $3.6M
6 Cobblestone Asset Management LLC 0.55% 34,065 $1.3M
7 Arrow Investment Advisors, LLC 0.43% 11,447 $442K
8 Elm3 Financial Group, LLC 0.42% 15,732 $607K
9 Monument Capital Management 0.38% 49,396 $1.9M
10 Mount Lucas Management LP 0.36% 26,436 $1.0M
11 Steadtrust LLC 0.33% 17,000 $656K
12 Csenge Advisory Group 0.23% 148,494 $5.7M
13 Kaizen Financial Strategies 0.21% 16,944 $656K
14 Solstein Capital, LLC 0.18% 13,390 $517K
15 CoreCap Advisors, LLC 0.16% 139,051 $5.4M
16 Y.D. More Investments Ltd 0.15% 127,400 $4.9M
17 Militia Capital Management LLC 0.14% 38,000 $1.4M
18 AlphaCentric Advisors LLC 0.14% 4,238 $164K
19 State of Tennessee, Department of Treasury 0.13% 1,176,823 $45.4M
20 Old Mission Capital LLC 0.13% 213,579 $8.2M
21 Marvin & Palmer Associates Inc 0.12% 4,750 $183K
22 Knights of Columbus Asset Advisors LLC 0.10% 49,840 $1.9M
23 Sepio Capital, LP 0.08% 42,491 $1.6M
24 Ewa, LLC 0.08% 11,315 $437K
25 Hilltop Holdings Inc. 0.06% 21,156 $817K
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?

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

More sellers than buyers — 40% buying: Last quarter: 72 funds reduced or exited vs 49 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 EPOL holders?

Elite ownership — 53% AUM from top-100 funds: 21 of 114 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in EPOL. 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 EPOL?

43% of holders stayed for 2+ years: 49 out of 115 hedge funds have held EPOL 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.

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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