Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EWN)

55 + Investors. Track Smart Money conviction in EWN. 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
50%

Smart Money Signals — EWN

Based on 55 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EWN 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 — 71% of 3.0Y peak

71% of all-time peak
55 funds currently hold this stock — 71% of the 3.0-year high of 78 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold EWN compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

25 buying25 selling
Last quarter: 25 funds bought or added vs 25 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new EWN position: 12 → 15 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
35 out of 55 hedge funds have held EWN 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

10 → 12 → 15 → 5 → 12 new funds/Q
New funds entering each quarter: 12 → 15 → 5 → 12. EWN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 7% 1-2yr ■ 18% new
Of 55 current holders: 41 (75%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
12 of 55 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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: EWN

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

Market Analysis: EWN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWN

-- --

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EWN
2026 Q1 Stats Unlock in 11 days 55 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 55 52 5.77%
13F Shares 3M 3M 10.54%
Total Value $165M $152M 8.61%
New Positions 12 5 +7
Increased Positions 13 15 -2
Closed Positions 9 14 -5
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EWN

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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
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Institutional Holders (2026 Q1)

55 + investors

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

Top 25 institutional holders of EWN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 1.81% 167,491 $9.8M
2 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.20% 393,525 $22.6M
3 INNEALTA CAPITAL, LLC 0.66% 18,392 $1.1M
4 Idaho Trust Co 0.47% 25,360 $1.5M
5 Vertex Investment Solutions Co., Ltd. 0.47% 7,300 $404K
6 Mount Lucas Management LP 0.32% 14,946 $860K
7 Ackerman Asset Management, LLC 0.18% 4,470 $257K
8 Viewpoint Capital Management LLC 0.17% 6,222 $358K
9 AlphaCentric Advisors LLC 0.14% 2,359 $136K
10 Sunpointe, LLC 0.08% 4,063 $234K
11 Outlook Wealth Advisors, LLC 0.07% 5,306 $305K
12 MEEDER ASSET MANAGEMENT INC 0.03% 8,358 $481K
13 LYELL WEALTH MANAGEMENT, LP 0.02% 3,990 $229K
14 Parallel Advisors, LLC 0.01% 5,245 $302K
15 HighTower Advisors, LLC 0.00% 59,892 $3.4M
16 SIGNATUREFD, LLC 0.00% 3,215 $185K
17 MML INVESTORS SERVICES, LLC 0.00% 16,735 $962K
18 NISA INVESTMENT ADVISORS, LLC 0.00% 6,600 $380K
19 Covestor Ltd 0.00% 35 —
20 Vontobel Holding Ltd. 0.00% 6,736 $387K
21 LPL Financial LLC 0.00% 77,529 $4.5M
22 CX Institutional 0.00% 628 —
23 UBS Group AG 0.00% 37,021 $2.1M
24 HSBC HOLDINGS PLC 0.00% 10,588 $609K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 18,011 $1.0M
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 (EWN)

What does the Smart Money Trend signal show for EWN?

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

Slight buying edge — 50% buying: Last quarter: 25 funds bought or added vs 25 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 EWN holders?

Smaller funds dominant — 19% AUM from top-100: 12 of 55 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EWN?

64% of holders stayed for 2+ years: 35 out of 55 hedge funds have held EWN 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.