Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ESML)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — ESML

Based on 473 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ESML 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
473 hedge funds hold ESML 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 — +23% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+23% 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 — 53% buying

229 buying202 selling
Last quarter: 229 funds bought or added vs 202 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new ESML position: 33 → 54 → 54 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
273 out of 473 hedge funds have held ESML 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 +47% but shares only +21% — price-driven

Value
+46%
Shares
+21%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +21%. 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.
📈

Growing discovery — still being found

39 → 33 → 54 → 54 → 65 new funds/Q
New funds entering each quarter: 33 → 54 → 54 → 65. A growing number of institutions are discovering ESML each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 473 holders: 294 (62%) are 2+ year veterans, 53 entered 1–2 years ago, and 126 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
25 of 473 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ESML. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — ESML

In 2026 Q2, 229 hedge funds were net buyers of ESML (65 opened a new position, 164 added to an existing one), while 202 reduced or exited (164 trimmed, 38 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in ESML is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 473.

Hedge Fund Ownership: ESML

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

Market Analysis: ESML

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESML

-- --

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 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ESML
473 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 473 446 6.05%
13F Shares 42M 34M 21.17%
Total Value $2.18B $1.49B 46.54%
New Positions 65 54 +11
Increased Positions 164 156 +8
Closed Positions 38 24 +14
Reduced Positions 164 153 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESML

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

473 + investors

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

QUARTER:
Top 25 ESML holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stanich Group LLC 4.76% 135,264 $7.6M
2 Birchwood Financial Partners, Inc. 4.59% 100,267 $5.6M
3 Wells Financial Advisors INC 3.68% 7,085 $396K
4 Bluestem Financial Advisors, LLC 1.98% 101,057 $5.7M
5 MOR Wealth Management, LLC 1.94% 86,947 $4.9M
6 Laurel Wealth Planning LLC 1.46% 58,976 $3.3M
7 Decker Retirement Planning Inc. 1.45% 76,149 $4.3M
8 Plum Street Advisors, LLC 1.34% 74,792 $4.2M
9 Wealth Advisory Team LLC 1.26% 27,681 $1.5M
10 Marquette Associates, INC. 1.26% 30,811 $1.7M
11 Wealth Architects, LLC 1.23% 277,437 $15.5M
12 Pearl Planning LLC 1.20% 46,809 $2.6M
13 Regatta Capital Group, LLC 1.02% 136,226 $7.6M
14 Invera Wealth Advisors, LLC 1.02% 34,121 $1.9M
15 eCIO, Inc. 1.01% 64,571 $3.6M
16 Pine Haven Investment Counsel, Inc 1.00% 26,669 $1.5M
17 Midwest Financial Partners Investments, Inc. 0.98% 42,373 $2.4M
18 Fsa Wealth Partners, INC. 0.86% 61,433 $3.4M
19 Bond & Devick Financial Network, Inc. 0.86% 62,122 $3.5M
20 Omega Financial Group, LLC 0.83% 48,703 $2.7M
21 Integris Wealth Management, LLC 0.78% 69,298 $3.9M
22 Sand Hill Global Advisors, LLC 0.77% 457,065 $25.6M
23 Wrapmanager Inc 0.76% 43,620 $2.4M
24 Accredited Investors Inc. 0.73% 302,150 $16.9M
25 A&I Financial Services, LLC 0.71% 29,235 $1.6M
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 Tr (ESML)

What does the Smart Money Trend signal show for ESML?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ESML 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 ESML?

Slight buying edge — 53% buying: Last quarter: 229 funds bought or added vs 202 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 ESML holders?

Elite ownership — 58% AUM from top-100 funds: 25 of 473 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ESML. 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 ESML?

58% of holders stayed for 2+ years: 273 out of 473 hedge funds have held ESML 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.

Full history →