Ishares Inc (EPP): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Inc (EPP) following the 2026 Q1 hedge fund 13F filings?

As of today, EPP has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), EPP gained +1.5% 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.

Ishares Inc (EPP)

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

Smart Money Signals — EPP

Based on 202 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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 (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.

🟢

More buyers than sellers — 61% buying

100 buying64 selling

Last quarter: 100 funds were net buyers (37 opened a brand new position + 63 added to an existing one). Only 64 were sellers (40 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 25 → 32 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 13% medium ■ 20% new

135 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.

📈

Growing discovery — still being found

13 → 22 → 25 → 32 → 37 new funds/Q

New funds entering each quarter: 22 → 25 → 32 → 37. A growing number of institutions are discovering EPP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 20% new

Of 202 current holders: 136 (67%) 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 — 71% AUM from top-100 funds

71% from top-100 AUM funds

30 of 202 holders are among the 100 largest funds by AUM, controlling 71% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	201	189	6.35%
13F Shares	21M	26M	-17.61%
Total Value	$1.12B	$1.30B	-13.64%
New Positions	37	32	+5
Increased Positions	62	50	+12
Closed Positions	25	21	+4
Reduced Positions	40	49	-9
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

201

189

6.35%

13F Shares

21M

26M

-17.61%

Total Value

$1.12B

$1.30B

-13.64%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

-9

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

201 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EPP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Metlife Inc	3.66%	8,545	$451K
2	Israel Discount Bank of New York	1.69%	14,493	$770K
3	Cordoba Advisory Partners LLC	0.90%	60,951	$3.2M
4	Sharper & Granite LLC	0.89%	48,754	$2.6M
5	Tru Independence Asset Management 2, LLC	0.78%	23,935	$1.3M
6	Afg Fiduciary Services Limited Partnership	0.59%	18,798	$1.0M
7	Karnit Road Accident Victims Compensation Fund	0.59%	18,770	$997K
8	swisspartners Advisors Ltd	0.58%	17,355	$917K
9	Yoffe Investment Management, LLC	0.56%	8,163	$434K
10	Stelac Advisory Services LLC	0.55%	51,569	$2.7M
11	Curat Global, LLC	0.49%	9,368	$498K
12	Resolute Advisors LLC	0.47%	21,585	$1.1M
13	Integris Wealth Management, LLC	0.41%	33,553	$1.8M
14	Syon Capital LLC	0.40%	150,518	$8.0M
15	BTG Pactual Asset Management US LLC	0.37%	79,380	$4.2M
16	Dara Capital US, INC.	0.27%	5,295	$281K
17	Partners Capital Investment Group, LLP	0.25%	122,513	$6.5M
18	Hilltop Holdings Inc.	0.24%	51,070	$2.7M
19	Lmcg Investments, LLC	0.24%	77,060	$4.1M
20	Asset Management One Co., Ltd.	0.24%	1,519,576	$80.8M
21	Checchi Capital Advisers, LLC	0.21%	77,722	$4.1M
22	Synergy Asset Management, LLC	0.21%	36,645	$1.9M
23	VERITY Wealth Advisors	0.20%	5,740	$305K
24	Onyx Bridge Wealth Group LLC	0.19%	33,269	$1.8M
25	Blalock Williams, LLC	0.17%	4,154	$221K

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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 61% buying: Last quarter: 100 funds were net buyers (37 opened a brand new position + 63 added to an existing one). Only 64 were sellers (40 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EPP holders?

Elite ownership — 71% AUM from top-100 funds: 30 of 202 holders are among the 100 largest funds by AUM, controlling 71% 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?

67% of holders stayed for 2+ years: 135 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.

Is it too late to buy Ishares Inc (EPP) following the 2026 Q1 hedge fund 13F filings?

As of today, EPP has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), EPP has gained +1.5% 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.

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Ishares Inc (EPP)

Smart Money Signals — EPP

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 61% buying

Steady new buyers — ~37 new funds per quarter

67% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Elite ownership — 71% AUM from top-100 funds

Institutional Sentiment Summary — EPP

Hedge Fund Ownership: EPP

Market Analysis: EPP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EPP

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

Hedge Fund Positioning: EPP

Statistics: EPP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Inc (EPP)

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