Ishares Inc (EWN) Hedge Fund Ownership (Q2 2026)

Ishares Inc (EWN)

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

Smart Money Signals — EWN

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, 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.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

78 hedge funds hold EWN 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 — +24% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+24% 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. The peak was reached in just 3 quarters from the low — a sharp move.

🟢

More buyers than sellers — 62% buying

46 buying28 selling

Last quarter: 46 funds were net buyers (21 opened a brand new position + 25 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 13 → 17 → 21. 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+) ■ 21% medium ■ 21% new

46 out of 78 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.

💰

Value +30% but shares only +13% — price-driven

Value

+29%

+13%

Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

16 → 6 → 13 → 17 → 21 new funds/Q

New funds entering each quarter: 6 → 13 → 17 → 21. 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.

🏛️

Veteran-anchored — 68% veterans vs 27% newcomers

■ 68% veterans ■ 5% 1-2yr ■ 27% new

Entry-cohort mix of 79 holders: 54 (68%) are 2+ year veterans, 4 entered 1–2 years ago, and 21 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

19 of 78 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in EWN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	78	66	18.18%
13F Shares	5M	4M	13.42%
Total Value	$327M	$253M	29.57%
New Positions	21	17	+4
Increased Positions	25	17	+8
Closed Positions	9	10	-1
Reduced Positions	18	14	+4
Total Calls	0	1	-100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

18.18%

13F Shares

13.42%

Total Value

$327M

$253M

29.57%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EWN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marotta Asset Management	1.87%	164,597	$11.2M
2	Osborne Partners Capital Management, LLC	1.53%	392,552	$27.6M
3	Vertex Investment Solutions Co., Ltd.	1.19%	25,300	$1.8M
4	Innealta Capital, LLC	0.69%	18,392	$1.3M
5	Idaho Trust Co	0.53%	25,978	$1.8M
6	Mount Lucas Management LP	0.36%	14,226	$1.0M
7	Virtus Family Office LLC	0.32%	5,731	$403K
8	Viewpoint Capital Management LLC	0.21%	5,872	$413K
9	Tiemann Investment Advisors, LLC	0.20%	8,025	$564K
10	Ackerman Asset Management, LLC	0.19%	4,470	$314K
11	AlphaCentric Advisors LLC	0.14%	2,276	$160K
12	Hilltop Holdings Inc.	0.13%	24,645	$1.7M
13	Outlook Wealth Advisors, LLC	0.11%	6,889	$486K
14	Lunt Capital Management, Inc.	0.10%	3,884	$273K
15	Sunpointe, LLC	0.08%	3,761	$265K
16	Boltwood Capital Management	0.07%	4,150	$292K
17	Meeder Asset Management Inc	0.04%	10,030	$706K
18	Lido Advisors, LLC	0.04%	187,791	$13.2M
19	Quantbot Technologies LP	0.03%	11,666	$821K
20	Zacks Investment Management	0.02%	36,317	$2.6M
21	Lyell Wealth Management, LP	0.02%	3,990	$281K
22	Avestar Capital, LLC	0.02%	3,949	$278K
23	Sankala Group LLC	0.01%	280	$20K
24	Integrated Wealth Concepts LLC	0.01%	27,597	$1.9M
25	Blueline Advisors LLC	0.01%	313	$12K

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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 62% buying: Last quarter: 46 funds were net buyers (21 opened a brand new position + 25 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EWN holders?

Elite ownership — 76% AUM from top-100 funds: 19 of 78 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in EWN. 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 EWN?

59% of holders stayed for 2+ years: 46 out of 78 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.

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Ishares Inc (EWN)

Smart Money Signals — EWN

Buying streak — 3 quarters in a row

At the ownership peak (96% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~21 new funds per quarter

59% of holders stayed for 2+ years

Value +30% but shares only +13% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 68% veterans vs 27% newcomers

Elite ownership — 76% AUM from top-100 funds

Institutional Sentiment Summary — EWN

Hedge Fund Ownership: EWN

Market Analysis: EWN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EWN

Hedge Fund Positioning: EWN

Statistics: EWN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Inc (EWN)

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