ISHARES INC (EZA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES INC (EZA)

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

Smart Money Signals — EZA

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EZA 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

91 hedge funds hold EZA 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 — +36% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+36% 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 — 63% buying

56 buying33 selling

Last quarter: 56 funds were net buyers (30 opened a brand new position + 26 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new EZA position: 12 → 14 → 12 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 29% new

48 out of 91 hedge funds have held EZA 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.

🚀

Acceleration phase — new buyers rushing in

15 → 12 → 14 → 12 → 30 new funds/Q

New funds entering each quarter: 12 → 14 → 12 → 30. 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.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 6% 1-2yr ■ 29% new

Of 98 current holders: 64 (65%) 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.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

16 of 91 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	98	73	34.25%
13F Shares	9M	6M	59.7%
Total Value	$660M	$378M	74.64%
New Positions	31	12	+19
Increased Positions	31	20	+11
Closed Positions	10	8	+2
Reduced Positions	25	26	-1
Total Calls	2	1	100.0%
Total Puts	7	3	133.33%
PUT/CALL Ratio	3.5	3.0	Bearish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

34.25%

13F Shares

59.7%

Total Value

$660M

$378M

74.64%

New Positions

+19

Increased Positions

+11

Closed Positions

Reduced Positions

-1

Total Calls

100.0%

Total Puts

133.33%

PUT/CALL Ratio

3.5

3.0

Bearish

Institutional Holders (2026 Q1)

98 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 24 institutional holders of EZA — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tradewinds Capital Management, LLC	4.75%	352,993	$23.9M
2	Parkway Wealth Management Group, LLC	4.20%	457,516	$33.2M
3	St. Louis Financial Planners Asset Management, LLC	1.00%	25,989	$1.8M
4	Cobblestone Asset Management LLC	0.97%	31,968	$2.2M
5	J. Team Financial, Inc.	0.46%	6,000	$407K
6	ALTFEST L J & CO INC	0.42%	58,074	$3.9M
7	Millburn Ridgefield LLC /DE/	0.18%	121,460	$8.2M
8	WMG Financial Advisors, LLC	0.09%	3,200	$217K
9	Boltwood Capital Management	0.07%	4,100	$278K
10	STRS OHIO	0.07%	250,000	$16.9M
11	BAR HARBOR WEALTH MANAGEMENT	0.06%	16,009	$1.1M
12	HSBC HOLDINGS PLC	0.03%	865,571	$58.7M
13	SBI Securities Co., Ltd.	0.02%	9,939	$674K
14	Viewpoint Capital Management LLC	0.02%	540	$37K
15	Marex Group plc	0.01%	9,236	$400K
16	Banque Cantonale Vaudoise	0.01%	3,192	$216K
17	Y-Intercept (Hong Kong) Ltd	0.01%	6,180	$419K
18	Sound Income Strategies, LLC	0.00%	400	$28K
19	Sumitomo Mitsui Trust Group, Inc.	0.00%	27,261	$1.8M
20	Winch Advisory Services, LLC	0.00%	28	$2K
21	SG Americas Securities, LLC	0.00%	3,051	—
22	SIGNATUREFD, LLC	0.00%	45	$3K
23	NVWM, LLC	0.00%	2	—
24	FIFTH THIRD BANCORP	0.00%	80	$5K

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 (EZA)

What does the Smart Money Trend signal show for EZA?

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

More buyers than sellers — 63% buying: Last quarter: 56 funds were net buyers (30 opened a brand new position + 26 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EZA holders?

Strong quality — 33% AUM from major funds: 16 of 91 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EZA?

53% of holders stayed for 2+ years: 48 out of 91 hedge funds have held EZA 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 (EZA)

Smart Money Signals — EZA

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+18 vs last Q)

53% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 65% of holders stayed 2+ years

Strong quality — 33% AUM from major funds

Hedge Fund Ownership: EZA

Market Analysis: EZA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EZA

Hedge Fund Positioning: EZA

Statistics: EZA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES INC (EZA)

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