Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EWZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +90
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — EWZ

Based on 435 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EWZ 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
435 hedge funds hold EWZ 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 — +56% more funds vs a year ago

fund count last 6Q
+157 new funds entered over the past year (+56% 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.
🟢

More buyers than sellers — 62% buying

297 buying179 selling
Last quarter: 297 funds were net buyers (144 opened a brand new position + 153 added to an existing one). Only 179 were sellers (125 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+69 vs last Q)

new funds entering per quarter
Funds opening a new EWZ position: 96 → 51 → 75 → 144. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 19% medium ■ 30% new
222 out of 435 hedge funds have held EWZ 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 +31% but shares only +12% — price-driven

Value
+31%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +12%. 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.
📈

Growing discovery — still being found

83 → 96 → 51 → 75 → 144 new funds/Q
New funds entering each quarter: 96 → 51 → 75 → 144. A growing number of institutions are discovering EWZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 30% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 30% new
Entry-cohort mix of 498 holders: 314 (63%) are 2+ year veterans, 35 entered 1–2 years ago, and 149 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
30 of 409 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EWZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — EWZ

In 2026 Q1, 297 hedge funds were net buyers of EWZ (144 opened a new position, 153 added to an existing one), while 179 reduced or exited (125 trimmed, 54 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in EWZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +90 funds (more new holders than closures). Total institutional holders: 435.

Hedge Fund Ownership: EWZ

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

Market Analysis: EWZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWZ

-- --

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

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

Signal Freshness measures how much EWZ 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
EWZ
-12.1%
SPY
+13.9%

EWZ outperformed SPY by -26.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EWZ
-6.0%
SPY
+0.2%

Since the filing became public, EWZ outperformed SPY by -6.2% .

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.

21 top-rated funds 17 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: EWZ
434 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 434 345 25.8%
13F Shares 397M 353M 12.31%
Total Value $14.50B $11.05B 31.19%
New Positions 144 75 +69
Increased Positions 135 123 +12
Closed Positions 55 51 +4
Reduced Positions 108 98 +10
Total Calls 50 51 -1.96%
Total Puts 39 36 8.33%
PUT/CALL Ratio 0.78 0.71 Neutral

Statistics: EWZ

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

434 + investors

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

QUARTER:
Top 25 EWZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Markin Volterra Fund LP 22.37% 378,600 $14.5M
2 New Paradigm Capital Management, LLC 16.82% 200,000 $7.9M
3 BlackBarn Capital Partners LP 16.21% 5,250,000 $201.5M
4 ARP Global Capital Ltd 11.95% 529,848 $20.3M
5 Banco BTG Pactual S.A. 9.92% 2,957,100 $113.5M
6 Corecam Pte. Ltd. 8.53% 512,460 $19.7M
7 Mount Lucas Management LP 7.76% 547,564 $21.0M
8 Corecam AG 7.30% 223,200 $8.6M
9 Banco BTG Pactual S.A. 7.20% 2,145,600 $82.4M
10 Truxt Investmentos Ltda. 7.19% 291,554 $11.2M
11 HWG Holdings LP 6.54% 655,349 $25.2M
12 VPR Management LLC 6.04% 393,400 $15.1M
13 Anthracite Investment Company, Inc. 4.75% 327,000 $9.4M
14 New Vernon Capital Holdings II LLC 4.45% 157,309 $6.0M
15 Trium Capital LLP 4.45% 164,457 $6.3M
16 Flax Pond Capital, LLC 4.19% 135,793 $5.2M
17 Absolute Gestao de Investimentos Ltda. 4.11% 939,581 $36.1M
18 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4.09% 120,000 $4.6M
19 Kiker Wealth Management, LLC 3.88% 211,575 $8.1M
20 Sig Brokerage, LP 3.41% 3,365,600 $129.2M
21 Sona Asset Management (us) LLC 3.41% 4,210,000 $161.6M
22 Randolph Co Inc 3.19% 869,770 $33.4M
23 Michelson Medical Research Foundation, Inc. 3.17% 81,300 $3.1M
24 Banco BTG Pactual S.A. 2.52% 751,073 $28.8M
25 Whitcomb & Hess, Inc. 2.51% 280,458 $10.8M
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 (EWZ)

What does the Smart Money Trend signal show for EWZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EWZ 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 EWZ?

More buyers than sellers — 62% buying: Last quarter: 297 funds were net buyers (144 opened a brand new position + 153 added to an existing one). Only 179 were sellers (125 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EWZ holders?

Elite ownership — 44% AUM from top-100 funds: 30 of 409 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EWZ. 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 EWZ?

51% of holders stayed for 2+ years: 222 out of 435 hedge funds have held EWZ 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 (EWZ) following the 2026 Q1 hedge fund 13F filings?

As of today, EWZ has moved -6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -6.2%. Since the quarter end (March 31, 2026), EWZ has gained -12.1% 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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