Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EVUS)

94 + Investors. Track Smart Money conviction in EVUS. 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
↑ +27
Streak
2Q ▲
Buyers last Q
88%

Smart Money Signals — EVUS

Based on 94 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 EVUS 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
94 hedge funds hold EVUS 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 — +1075% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+1075% 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.
🟢

More buyers than sellers — 88% buying

87 buying12 selling
Last quarter: 87 funds were net buyers (34 opened a brand new position + 53 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 0 → 55 → 34. 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.
🔄

Mostly new holders — 86% entered in last year

1% conviction (2yr+) 13% medium 86% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

3 → 7 → 0 → 55 → 34 new funds/Q
New funds entering each quarter: 7 → 0 → 55 → 34. 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.
🌱

Early stage — 91% of holders entered in last year

2% veterans 6% 1-2yr 91% new
Of 94 current holders: 86 (91%) entered in the past year, only 2 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
9 of 94 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in EVUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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: EVUS

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

Market Analysis: EVUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVUS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EVUS
2026 Q1 Stats Unlock in 14 days 94 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 94 67 40.3%
13F Shares 8M 5M 66.16%
Total Value $253M $149M 69.17%
New Positions 34 55 -21
Increased Positions 53 6 +47
Closed Positions 7 1 +6
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVUS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

94 + investors

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

Top 25 institutional holders of EVUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avise Financial Cooperative, Inc. 1.76% 66,912 $2.1M
2 Archer Investment Management, LLC 0.57% 42,384 $1.3M
3 Affiance Financial, LLC 0.21% 41,167 $1.3M
4 Oregon Pacific Wealth Management, LLC 0.21% 6,320 $201K
5 One Wealth Advisors, LLC 0.18% 45,575 $1.5M
6 Horst & Graben Wealth Management LLC 0.18% 38,629 $1.3M
7 Sharkey, Howes & Javer 0.17% 38,585 $1.2M
8 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.16% 10,905 $368K
9 RCS Financial Planning, LLC 0.15% 8,878 $283K
10 WEALTHGARDEN F.S. LLC 0.14% 6,507 $207K
11 Skyline Advisors, Inc. 0.11% 9,940 $316K
12 Envestnet Portfolio Solutions, Inc. 0.10% 580,773 $18.5M
13 THEORY FINANCIAL LLC 0.10% 8,871 $282K
14 LIFELONG WEALTH ADVISORS, INC. 0.09% 10,202 $325K
15 PARK AVENUE SECURITIES LLC 0.07% 295,814 $9K
16 Hoxton Planning & Management, LLC 0.07% 6,893 $219K
17 LexAurum Advisors, LLC 0.06% 15,021 $478K
18 Navigation Group, LLC 0.06% 8,263 $263K
19 SigFig Wealth Management, LLC 0.03% 32,218 $1.0M
20 Perigon Wealth Management, LLC 0.03% 45,988 $1.5M
21 ENVESTNET ASSET MANAGEMENT INC 0.03% 3,034,058 $96.6M
22 Charter Oak Capital Management, LLC 0.02% 7,794 $248K
23 Patriot Financial Group Insurance Agency, LLC 0.02% 9,696 $309K
24 MML INVESTORS SERVICES, LLC 0.01% 133,908 $4.3M
25 RFG Advisory, LLC 0.01% 16,211 $516K
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 (EVUS)

What does the Smart Money Trend signal show for EVUS?

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

More buyers than sellers — 88% buying: Last quarter: 87 funds were net buyers (34 opened a brand new position + 53 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVUS holders?

Elite ownership — 59% AUM from top-100 funds: 9 of 94 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in EVUS. 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 EVUS?

Mostly new holders — 86% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.