Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EPP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — EPP

Based on 178 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 EPP 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 (99% of max)

99% of all-time peak
178 hedge funds hold EPP 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EPP is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

78 buying67 selling
Last quarter: 78 funds bought or added vs 67 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EPP position: 10 → 22 → 24 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 15% medium 15% new
125 out of 178 hedge funds have held EPP 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.
🚀

Acceleration phase — new buyers rushing in

21 → 10 → 22 → 24 → 30 new funds/Q
New funds entering each quarter: 10 → 22 → 24 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 10% 1-2yr 17% new
Of 178 current holders: 131 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
23 of 178 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in EPP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: EPP

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

Market Analysis: EPP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EPP
2026 Q1 Stats Unlock in 21 days 178 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 168 5.95%
13F Shares 26M 26M 0.06%
Total Value $1.30B $1.33B -2.02%
New Positions 30 24 +6
Increased Positions 48 40 +8
Closed Positions 19 17 +2
Reduced Positions 49 51 -2
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPP

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Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

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

Top 25 institutional holders of EPP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Israel Discount Bank of New York 1.69% 14,493 $770K
2 Sharper & Granite LLC 0.89% 48,754 $2.6M
3 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.78% 23,935 $1.3M
4 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.59% 18,798 $1.0M
5 Yoffe Investment Management, LLC 0.56% 8,163 $434K
6 Curat Global, LLC 0.49% 9,368 $498K
7 Integris Wealth Management, LLC 0.41% 33,553 $1.8M
8 VERITY Wealth Advisors 0.20% 5,740 $305K
9 Onyx Bridge Wealth Group LLC 0.19% 33,269 $1.8M
10 Next Level Private LLC 0.16% 13,554 $720K
11 Sterling Investment Counsel, LLC 0.07% 4,990 $265K
12 LEE DANNER & BASS INC 0.07% 21,025 $1.1M
13 Robertson Stephens Wealth Management, LLC 0.04% 29,669 $1.6M
14 BRANDYWINE OAK PRIVATE WEALTH LLC 0.04% 9,158 $487K
15 Montecito Bank & Trust 0.03% 3,800 $202K
16 USA FINANCIAL FORMULAS 0.02% 2,257 $120K
17 MassMutual Private Wealth & Trust, FSB 0.02% 14,200 $755K
18 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% 861 $46K
19 PARK AVENUE SECURITIES LLC 0.01% 35,618 $2K
20 BigSur Wealth Management LLC 0.01% 980 $52K
21 GenTrust, LLC 0.01% 4,490 $239K
22 IFP Advisors, Inc 0.01% 8,651 $460K
23 SBI Securities Co., Ltd. 0.01% 5,785 $307K
24 Activest Wealth Management 0.01% 735 $39K
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 9,817 $522K
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 INC (EPP)

What does the Smart Money Trend signal show for EPP?

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

Slight buying edge — 54% buying: Last quarter: 78 funds bought or added vs 67 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 EPP holders?

Elite ownership — 77% AUM from top-100 funds: 23 of 178 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in EPP. 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 EPP?

70% of holders stayed for 2+ years: 125 out of 178 hedge funds have held EPP 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.