Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EWM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — EWM

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EWM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
75 hedge funds hold EWM 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 — +14% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

44 buying37 selling
Last quarter: 44 funds bought or added vs 37 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: 14 → 13 → 22 → 14. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 17% medium ■ 24% new
44 out of 75 hedge funds have held EWM 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.
📈

Growing discovery — still being found

12 → 14 → 13 → 22 → 14 new funds/Q
New funds entering each quarter: 14 → 13 → 22 → 14. A growing number of institutions are discovering EWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 8% 1-2yr ■ 24% new
Of 80 current holders: 55 (69%) 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 75 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.

Institutional Sentiment Summary — EWM

In 2026 Q1, 44 hedge funds were net buyers of EWM (14 opened a new position, 30 added to an existing one), while 37 reduced or exited (20 trimmed, 17 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 29% of total institutional value in EWM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 75.

Hedge Fund Ownership: EWM

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

Market Analysis: EWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWM

-- --

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

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

Signal Freshness measures how much EWM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EWM
-3.1%
SPY
+13.9%

EWM outperformed SPY by -17.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EWM
-8.9%
SPY
+0.2%

Since the filing became public, EWM outperformed SPY by -9.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: EWM
75 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 78 -3.85%
13F Shares 9M 10M -3.14%
Total Value $244M $267M -8.58%
New Positions 14 22 -8
Increased Positions 30 25 +5
Closed Positions 17 12 +5
Reduced Positions 19 15 +4
Total Calls 3 0 100%
Total Puts 3 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: EWM

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Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

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

QUARTER:
Top 25 EWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Breakout Capital Partners, LP 12.86% 787,278 $22.4M
2 Whitcomb & Hess, Inc. 2.45% 369,421 $10.5M
3 Carrera Capital Advisors 1.40% 319,496 $9.1M
4 Bcwm, LLC 1.08% 134,527 $3.8M
5 Mount Lucas Management LP 0.38% 36,137 $1.0M
6 First Growth Capital LLC 0.34% 12,975 $372K
7 State of Tennessee, Department of Treasury 0.18% 1,893,111 $53.8M
8 AlphaCentric Advisors LLC 0.16% 5,704 $162K
9 Innealta Capital, LLC 0.16% 8,792 $250K
10 Millburn Ridgefield LLC /DE/ 0.13% 216,707 $6.2M
11 Castlekeep Investment Advisors LLC 0.12% 8,096 $230K
12 Congress Park Capital LLC 0.12% 13,550 $385K
13 Catalyst Capital Advisors LLC 0.11% 216,707 $6.2M
14 USS Investment Management Ltd 0.11% 956,978 $27.2M
15 Knollwood Investment Advisory, LLC 0.05% 17,000 $483K
16 Oppenheimer & Co Inc 0.04% 104,264 $3.0M
17 Stelac Advisory Services LLC 0.02% 4,100 $116K
18 Meeder Asset Management Inc 0.01% 8,454 $240K
19 Sigma Planning Corp 0.01% 17,353 $493K
20 SBI Securities Co., Ltd. 0.01% 16,764 $476K
21 Korea Investment CORP 0.01% 188,143 $5.3M
22 Point72 Asset Management, L.P. 0.01% 282,600 $8.0M
23 Silvercrest Asset Management Group LLC 0.01% 39,488 $1.1M
24 Zacks Investment Management 0.01% 35,306 $1.0M
25 Banque Pictet & Cie SA 0.01% 40,000 $1.1M
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 (EWM)

What does the Smart Money Trend signal show for EWM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EWM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EWM?

Slight buying edge — 54% buying: Last quarter: 44 funds bought or added vs 37 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 EWM holders?

Strong quality — 29% AUM from major funds: 18 of 75 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 EWM?

59% of holders stayed for 2+ years: 44 out of 75 hedge funds have held EWM 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 Inc (EWM) following the 2026 Q1 hedge fund 13F filings?

As of today, EWM has moved -8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -9.1%. Since the quarter end (March 31, 2026), EWM has gained -3.1% vs +13.9% 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.

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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