Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EWZS)

41 + Investors. Track Smart Money conviction in EWZS. 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
59%

Smart Money Signals — EWZS

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EWZS 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 — 84% of 3.0Y peak

84% of all-time peak
37 funds currently hold this stock — 84% of the 3.0-year high of 44 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +61% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+61% 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.
🟡

Slight buying edge — 59% buying

19 buying13 selling
Last quarter: 19 funds bought or added vs 13 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.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 5 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new
18 out of 37 hedge funds have held EWZS 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 +24% but shares only +7% — price-driven

Value
+23%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +7%. 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.
⚠️

Saturation — most institutions already know this story

5 → 24 → 5 → 7 → 8 new funds/Q
New funds entering each quarter: 24 → 5 → 7 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 59% veterans vs 36% newcomers

■ 59% veterans ■ 5% 1-2yr ■ 36% new
Entry-cohort mix of 39 holders: 23 (59%) are 2+ year veterans, 2 entered 1–2 years ago, and 14 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
14 of 36 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in EWZS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — EWZS

In 2026 Q1, 19 hedge funds were net buyers of EWZS (8 opened a new position, 11 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 41% of total institutional value in EWZS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: EWZS

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

Market Analysis: EWZS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWZS

-- --

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

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

Signal Freshness measures how much EWZS has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 50d ago
EWZS
-9.4%
SPY
-99.6%

EWZS outperformed SPY by +90.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 5d ago
EWZS
-1.2%
SPY
-99.6%

Since the filing became public, EWZS outperformed SPY by +98.4% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EWZS
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 37 10.81%
13F Shares 4M 3M 16.78%
Total Value $49M $40M 22.25%
New Positions 12 8 +4
Increased Positions 15 11 +4
Closed Positions 7 5 +2
Reduced Positions 7 8 -1
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EWZS

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Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 EWZS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lifetime Wealth Management P.C. 6.27% 827,834 $10.7M
2 Risk Paradigm Group, LLC 2.40% 235,728 $3.1M
3 Sankala Group LLC 0.89% 113,664 $1.3M
4 RPg Family Wealth Advisory, LLC 0.63% 235,727 $3.1M
5 Mount Lucas Management LP 0.23% 50,650 $657K
6 Indiana Trust & Investment Management Co 0.22% 62,500 $811K
7 Old Mission Capital LLC 0.08% 395,735 $5.1M
8 Mraz, Amerine & Associates, Inc. 0.06% 33,425 $434K
9 Ancora Advisors LLC 0.01% 55,000 $714K
10 Triumph Capital Management 0.00% 1,782 $23K
11 Quadrature Capital Ltd 0.00% 30,568 $397K
12 Boreal Capital Management LLC 0.00% 300 $4K
13 Bank of Nova Scotia 0.00% 138,832 $1.8M
14 SIH Partners, LLLP 0.00% 11,875 $154K
15 American Century Companies Inc 0.00% 137,947 $1.8M
16 D. E. Shaw & Co., Inc. 0.00% 123,440 $1.6M
17 Comprehensive Financial Planning, Inc./PA 0.00% 110 $1K
18 Susquehanna International Group, LLP 0.00% 598,983 $7.8M
19 Raymond James Financial Inc 0.00% 140,380 $1.8M
20 Brown Advisory Inc 0.00% 18,200 $236K
21 Farther Finance Advisors, LLC 0.00% 3,017 $39K
22 Wealthfront Advisers LLC 0.00% 11,098 $144K
23 Goldman Sachs Group Inc 0.00% 150,000 $1.9M
24 UBS Group AG 0.00% 95,791 $1.2M
25 Jane Street Group, LLC 0.00% 134,926 $1.8M
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 Tr (EWZS)

What does the Smart Money Trend signal show for EWZS?

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

Slight buying edge — 59% buying: Last quarter: 19 funds bought or added vs 13 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 EWZS holders?

Elite ownership — 41% AUM from top-100 funds: 14 of 36 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in EWZS. 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 EWZS?

49% of holders stayed for 2+ years: 18 out of 37 hedge funds have held EWZS 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 Tr (EWZS) following the 2026 Q2 hedge fund 13F filings?

As of today, EWZS has moved -1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +98.4%. Since the quarter end (June 30, 2026), EWZS has gained -9.4% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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