Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EWI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — EWI

Based on 111 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EWI 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
111 funds currently hold this stock — 91% of the 3.0-year high of 122 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

49 buying57 selling
Last quarter: 57 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 31 → 14 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
66 out of 111 hedge funds have held EWI 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.
📊

Peak discovery — momentum slowing

24 → 21 → 31 → 14 → 19 new funds/Q
New funds entering each quarter: 21 → 31 → 14 → 19. EWI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 63% veterans vs 27% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 113 holders: 71 (63%) are 2+ year veterans, 12 entered 1–2 years ago, and 30 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
24 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in EWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — EWI

In 2026 Q2, 49 hedge funds were net buyers of EWI (19 opened a new position, 30 added to an existing one), while 57 reduced or exited (40 trimmed, 17 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 63% of total institutional value in EWI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 111.

Hedge Fund Ownership: EWI

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

Market Analysis: EWI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EWI
110 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 110 109 0.92%
13F Shares 12M 10M 23.24%
Total Value $719M $527M 36.57%
New Positions 19 14 +5
Increased Positions 30 38 -8
Closed Positions 17 27 -10
Reduced Positions 39 39 -
Total Calls 1 2 -50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 1.5 Bearish

Statistics: EWI

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Institutional Holders (2026 Q2)

110 + investors

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

QUARTER:
Top 25 EWI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Parkway Wealth Management Group, LLC 4.26% 622,495 $36.9M
2 Adams Wealth Management 1.65% 145,167 $8.6M
3 CacheTech Inc. 1.47% 152,792 $9.1M
4 Prostatis Group LLC 1.19% 85,919 $5.1M
5 Planwiser Financial, LLC 1.12% 27,248 $1.6M
6 Strategic Financial Partners, Ltd. 0.92% 41,073 $2.4M
7 Monument Capital Management 0.88% 73,883 $4.4M
8 Nilsine Partners, LLC 0.73% 179,139 $10.6M
9 Arrow Investment Advisors, LLC 0.42% 7,373 $437K
10 Legacy Capital Group California, Inc. 0.41% 22,999 $1.4M
11 Moran Wealth Management, LLC 0.39% 238,984 $14.2M
12 Idaho Trust Co 0.38% 21,770 $1.3M
13 Banco Bilbao Vizcaya Argentaria, S.A. 0.36% 967,869 $57.2M
14 Mount Lucas Management LP 0.34% 16,198 $960K
15 Innealta Capital, LLC 0.34% 10,644 $631K
16 Hudson Portfolio Management LLC 0.33% 7,300 $432K
17 NewSquare Capital LLC 0.31% 70,509 $4.2M
18 Ssa Swiss Advisors AG 0.26% 10,489 $560K
19 Contravisory Investment Management, INC. 0.24% 23,232 $1.4M
20 Providence First Trust Co 0.22% 13,261 $786K
21 Trust Co of Oklahoma 0.16% 10,572 $626K
22 Montag A & Associates Inc 0.16% 63,088 $3.7M
23 AlphaCentric Advisors LLC 0.13% 2,570 $152K
24 Global Assets Advisory, LLC 0.12% 9,114 $538K
25 Shayne & Jacobs, LLC 0.10% 5,973 $354K
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 (EWI)

What does the Smart Money Trend signal show for EWI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EWI 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 EWI?

More sellers than buyers — 46% buying: Last quarter: 57 funds reduced or exited vs 49 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EWI holders?

Elite ownership — 63% AUM from top-100 funds: 24 of 110 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in EWI. 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 EWI?

59% of holders stayed for 2+ years: 66 out of 111 hedge funds have held EWI 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.

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