Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EWH)

119 + Investors. Track Smart Money conviction in EWH. 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
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — EWH

Based on 114 hedge funds · latest filing: 2025 Q4 · 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
114 hedge funds hold EWH 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 — +20% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

61 buying52 selling
Last quarter: 61 funds bought or added vs 52 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 17 → 24 → 16. 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+) 18% medium 18% new
74 out of 114 hedge funds have held EWH 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 — ~16 new funds/quarter

22 → 25 → 17 → 24 → 16 new funds/Q
New funds entering each quarter: 25 → 17 → 24 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 6% 1-2yr 24% new
Of 119 current holders: 84 (71%) 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.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
18 of 114 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: EWH

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

Market Analysis: EWH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EWH
2026 Q1 Stats Unlock in 18 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 118 0.85%
13F Shares 16M 17M -4.28%
Total Value $379M $359M 5.69%
New Positions 17 24 -7
Increased Positions 48 43 +5
Closed Positions 16 16 -
Reduced Positions 40 32 +8
Total Calls 4 2 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: EWH

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Institutional Holders (2026 Q1)

119 + investors

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

Top 25 institutional holders of EWH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sharper & Granite LLC 0.49% 62,672 $1.4M
2 Vertex Investment Solutions Co., Ltd. 0.49% 19,000 $425K
3 Millburn Ridgefield LLC /DE/ 0.35% 714,153 $16.5M
4 Upper Left Wealth Management, LLC 0.23% 16,898 $390K
5 Global Assets Advisory, LLC 0.16% 5,758 $548K
6 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.12% 26,344 $608K
7 Outlook Wealth Advisors, LLC 0.07% 12,850 $297K
8 Viewpoint Capital Management LLC 0.07% 6,241 $144K
9 EXENCIAL WEALTH ADVISORS, LLC 0.04% 57,943 $1.3M
10 BANQUE PICTET & CIE SA 0.03% 208,813 $4.8M
11 ALTFEST L J & CO INC 0.03% 12,669 $293K
12 SUMMIT SECURITIES GROUP LLC 0.03% 10,000 $231K
13 ALBION FINANCIAL GROUP /UT 0.03% 17,110 $395K
14 USA FINANCIAL FORMULAS 0.02% 5,289 $122K
15 GenTrust, LLC 0.02% 18,256 $422K
16 Cyndeo Wealth Partners, LLC 0.02% 14,645 $338K
17 Glass Jacobson Investment Advisors llc 0.02% 1,925 $44K
18 Robertson Stephens Wealth Management, LLC 0.01% 22,476 $519K
19 HSBC HOLDINGS PLC 0.00% 254,486 $5.9M
20 TSFG, LLC 0.00% 500
21 4Thought Financial Group Inc. 0.00% 126 $3K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 27,606 $637K
23 Farther Finance Advisors, LLC 0.00% 3,900 $91K
24 Sound Income Strategies, LLC 0.00% 500 $12K
25 Tradewinds Capital Management, LLC 0.00% 102 $2K
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 (EWH)

What does the Smart Money Trend signal show for EWH?

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 EWH?

Slight buying edge — 54% buying: Last quarter: 61 funds bought or added vs 52 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 EWH holders?

Strong quality — 29% AUM from major funds: 18 of 114 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EWH?

65% of holders stayed for 2+ years: 74 out of 114 hedge funds have held EWH 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.