Ishares Tr (EPU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, EPU has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +4.0%. Since the quarter end (March 31, 2026), EPU gained +2.6% vs +13.0% 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 Tr (EPU)

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

Smart Money Signals — EPU

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added EPU 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

64 hedge funds hold EPU 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 — +94% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+94% 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 — 57% buying

37 buying28 selling

Last quarter: 37 funds bought or added vs 28 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 — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 10 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 23% medium ■ 34% new

27 out of 64 hedge funds have held EPU 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.

💰

Value +109% but shares only +90% — price-driven

Value

+108%

+89%

Last quarter: the total dollar value of institutional holdings rose +109%, but actual share count only changed +90%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

5 → 8 → 10 → 16 → 19 new funds/Q

New funds entering each quarter: 8 → 10 → 16 → 19. 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.

🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new

Entry-cohort mix of 64 holders: 35 (55%) are 2+ year veterans, 8 entered 1–2 years ago, and 21 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

14 of 64 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	64	55	16.36%
13F Shares	4M	2M	89.63%
Total Value	$350M	$168M	108.53%
New Positions	19	16	+3
Increased Positions	18	13	+5
Closed Positions	10	3	+7
Reduced Positions	18	21	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

16.36%

13F Shares

89.63%

Total Value

$350M

$168M

108.53%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:

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

Top 25 EPU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Innealta Capital, LLC	1.04%	20,753	$1.7M
2	Nilsine Partners, LLC	0.72%	113,697	$9.2M
3	Arrow Investment Advisors, LLC	0.45%	5,268	$425K
4	Kapitalo Investimentos Ltda	0.41%	27,130	$2.2M
5	Bank of Nova Scotia	0.41%	2,901,771	$234.2M
6	Mount Lucas Management LP	0.34%	11,252	$908K
7	NewSquare Capital LLC	0.33%	46,655	$3.8M
8	Legacy Capital Group California, Inc.	0.29%	9,523	$769K
9	Es4, LLC	0.18%	3,405	$275K
10	Trust Co of Oklahoma	0.17%	7,065	$570K
11	Contravisory Investment Management, INC.	0.16%	9,615	$776K
12	AlphaCentric Advisors LLC	0.14%	1,776	$143K
13	Fifth Third Securities, INC.	0.11%	20,165	$1.6M
14	Cavalier Investments, LLC	0.10%	46,080	$3.7M
15	Sunpointe, LLC	0.07%	2,692	$217K
16	Advisory Services Network, LLC	0.06%	54,371	$4.4M
17	KKM Financial LLC	0.05%	4,063	$294K
18	Hilltop Holdings Inc.	0.05%	7,128	$575K
19	Texas Yale Capital Corp.	0.03%	13,990	$1.1M
20	City of London Investment Management Co Ltd	0.03%	4,400	$355K
21	Triumph Capital Management	0.01%	832	$67K
22	Sigma Planning Corp	0.01%	5,304	$428K
23	DAVENPORT & Co LLC	0.01%	22,060	$1.8M
24	Rossby Financial, LCC	0.01%	520	$43K
25	Sanctuary Advisors, LLC	0.01%	17,316	$1.4M

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 (EPU)

What does the Smart Money Trend signal show for EPU?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EPU 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 EPU?

Slight buying edge — 57% buying: Last quarter: 37 funds bought or added vs 28 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 EPU holders?

Smaller funds dominant — 19% AUM from top-100: 14 of 64 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EPU?

42% of holders stayed for 2+ years: 27 out of 64 hedge funds have held EPU 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 Tr (EPU) following the 2026 Q1 hedge fund 13F filings?

As of today, EPU has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +4.0%. Since the quarter end (March 31, 2026), EPU has gained +2.6% vs +13.0% 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 Tr (EPU)

Smart Money Signals — EPU

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +94% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~19 new funds per quarter

42% of holders stayed for 2+ years

Value +109% but shares only +90% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 55% veterans vs 33% newcomers

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — EPU

Hedge Fund Ownership: EPU

Market Analysis: EPU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EPU

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

Hedge Fund Positioning: EPU

Statistics: EPU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (EPU)

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