Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EWP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
44%

Smart Money Signals — EWP

Based on 126 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 EWP 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 (100% of max)

100% of all-time peak
126 hedge funds hold EWP 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 — +16% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

57 buying73 selling
Last quarter: 73 funds reduced or exited vs 57 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 — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 33 → 25 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 27% medium ■ 22% new
64 out of 126 hedge funds have held EWP 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 — ~24 new funds/quarter

36 → 21 → 33 → 25 → 24 new funds/Q
New funds entering each quarter: 21 → 33 → 25 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 130 holders: 77 (59%) are 2+ year veterans, 17 entered 1–2 years ago, and 36 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 86% AUM from top-100 funds

86% from top-100 AUM funds
26 of 126 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in EWP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — EWP

In 2026 Q2, 57 hedge funds were net buyers of EWP (24 opened a new position, 33 added to an existing one), while 73 reduced or exited (51 trimmed, 22 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 86% of total institutional value in EWP 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: 126.

Hedge Fund Ownership: EWP

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

Market Analysis: EWP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWP

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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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: EWP
125 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 125 124 0.81%
13F Shares 26M 26M -0.08%
Total Value $1.52B $1.40B 8.7%
New Positions 23 25 -2
Increased Positions 31 37 -6
Closed Positions 22 22 -
Reduced Positions 50 45 +5
Total Calls 2 4 -50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: EWP

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Institutional Holders (2026 Q2)

125 + investors

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

QUARTER:
Top 25 EWP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitcomb & Hess, Inc. 2.84% 221,169 $13.1M
2 Adams Wealth Management 1.66% 146,251 $8.7M
3 CacheTech Inc. 1.48% 154,043 $9.1M
4 Innealta Capital, LLC 1.25% 39,315 $2.3M
5 Mma Asset Management LLC 1.22% 64,817 $3.8M
6 Monument Capital Management 0.97% 80,907 $4.8M
7 Dv Equities, LLC 0.51% 59,927 $3.6M
8 Idaho Trust Co 0.46% 26,310 $1.6M
9 Ascent Advisors, LLC 0.45% 6,601 $389K
10 Arrow Investment Advisors, LLC 0.43% 7,515 $446K
11 Moran Wealth Management, LLC 0.36% 222,606 $13.2M
12 Mount Lucas Management LP 0.35% 16,554 $983K
13 Es4, LLC 0.34% 10,916 $648K
14 New Vernon Capital Holdings II LLC 0.31% 9,568 $568K
15 National Pension Service 0.31% 8,092,278 $480.6M
16 Providence First Trust Co 0.31% 18,563 $1.1M
17 Ssa Swiss Advisors AG 0.29% 11,492 $624K
18 Provida Pension Fund Administrator 0.26% 288,942 $15.7M
19 Millburn Ridgefield LLC /DE/ 0.25% 222,098 $13.2M
20 Catalyst Capital Advisors LLC 0.22% 222,098 $13.2M
21 Cobblestone Asset Management LLC 0.21% 8,494 $504K
22 Black Maple Capital Management LP 0.20% 6,000 $356K
23 Founders Financial Securities LLC 0.20% 65,283 $3.9M
24 Montag A & Associates Inc 0.17% 67,028 $4.0M
25 Avior Wealth Management, LLC 0.16% 104,720 $6.2M
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 (EWP)

What does the Smart Money Trend signal show for EWP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EWP 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 EWP?

More sellers than buyers — 44% buying: Last quarter: 73 funds reduced or exited vs 57 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 EWP holders?

Elite ownership — 86% AUM from top-100 funds: 26 of 126 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in EWP. 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 EWP?

51% of holders stayed for 2+ years: 64 out of 126 hedge funds have held EWP 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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