Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EPP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — EPP

Based on 202 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
202 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

85 buying75 selling
Last quarter: 85 funds bought or added vs 75 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 33 → 37 → 22. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
132 out of 202 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.
➡️

Steady discovery — ~22 new funds/quarter

23 → 25 → 33 → 37 → 22 new funds/Q
New funds entering each quarter: 25 → 33 → 37 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 202 holders: 140 (69%) are 2+ year veterans, 21 entered 1–2 years ago, and 41 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 86% AUM from top-100 funds

86% from top-100 AUM funds
33 of 201 holders are among the 100 largest funds by AUM, controlling 86% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — EPP

In 2026 Q2, 85 hedge funds were net buyers of EPP (22 opened a new position, 63 added to an existing one), while 75 reduced or exited (53 trimmed, 22 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 86% of total institutional value in EPP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 202.

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

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EPP
199 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 199 202 -1.49%
13F Shares 29M 21M 37.61%
Total Value $1.55B $1.12B 38.16%
New Positions 22 37 -15
Increased Positions 63 63 -
Closed Positions 24 25 -1
Reduced Positions 53 40 +13
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPP

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Institutional Holders (2026 Q2)

199 + investors

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

QUARTER:
Top 25 EPP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Metlife Inc 3.48% 8,545 $455K
2 Israel Discount Bank of New York 1.67% 16,897 $900K
3 Sharper & Granite LLC 0.77% 46,409 $2.5M
4 Tru Independence Asset Management 2, LLC 0.73% 25,346 $1.3M
5 Cordoba Advisory Partners LLC 0.73% 64,474 $3.4M
6 swisspartners Advisors Ltd 0.62% 17,355 $924K
7 Karnit Road Accident Victims Compensation Fund 0.60% 19,710 $1.0M
8 Stelac Advisory Services LLC 0.52% 52,151 $2.8M
9 Yoffe Investment Management, LLC 0.50% 8,163 $435K
10 Syon Capital LLC 0.44% 189,423 $10.1M
11 Curat Global, LLC 0.41% 6,173 $499K
12 Integris Wealth Management, LLC 0.29% 27,085 $1.4M
13 Resolute Advisors LLC 0.28% 21,915 $1.2M
14 BTG Pactual Asset Management US LLC 0.27% 80,452 $4.3M
15 Synergy Asset Management, LLC 0.26% 51,271 $2.7M
16 Partners Capital Investment Group, LLP 0.23% 122,547 $6.5M
17 Lmcg Investments, LLC 0.21% 74,234 $4.0M
18 Asset Management One Co., Ltd. 0.21% 1,515,819 $80.7M
19 Dara Capital US, INC. 0.19% 5,295 $282K
20 VERITY Wealth Advisors 0.18% 5,740 $306K
21 Blalock Williams, LLC 0.16% 4,728 $252K
22 Compass Capital Corp /Ma/ /Adv 0.15% 8,011 $461K
23 Next Level Private LLC 0.14% 13,673 $728K
24 GFS Advisors, LLC 0.14% 25,000 $1.3M
25 Ascent Group, LLC 0.14% 86,728 $4.6M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EPP?

Slight buying edge — 53% buying: Last quarter: 85 funds bought or added vs 75 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 — 86% AUM from top-100 funds: 33 of 201 holders are among the 100 largest funds by AUM, controlling 86% 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?

65% of holders stayed for 2+ years: 132 out of 202 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.

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