Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EZU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — EZU

Based on 329 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EZU 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
329 hedge funds hold EZU 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 — +42% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+42% 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

172 buying107 selling
Last quarter: 172 funds were net buyers (62 opened a brand new position + 110 added to an existing one). Only 107 were sellers (77 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new EZU position: 64 → 65 → 38 → 62. 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+) ■ 24% medium ■ 23% new
173 out of 329 hedge funds have held EZU 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.
📊

Peak discovery — momentum slowing

42 → 64 → 65 → 38 → 62 new funds/Q
New funds entering each quarter: 64 → 65 → 38 → 62. EZU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Of 332 current holders: 206 (62%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
25 of 329 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in EZU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: EZU

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

Market Analysis: EZU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EZU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 7 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: EZU
2026 Q1 Stats Unlock in 21 days 332 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 332 302 9.93%
13F Shares 83M 81M 1.69%
Total Value $5.32B $5.04B 5.51%
New Positions 62 38 +24
Increased Positions 113 87 +26
Closed Positions 32 47 -15
Reduced Positions 85 109 -24
Total Calls 3 3 -
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.33 1.33 Bullish

Statistics: EZU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

332 + investors

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

Top 25 institutional holders of EZU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MATAURO, LLC 8.15% 900,069 $56.4M
2 SEARCY FINANCIAL SERVICES INC /ADV 5.01% 215,580 $13.5M
3 Bulltick Wealth Management, LLC 3.39% 245,051 $15.3M
4 BFI Infinity Ltd. 3.23% 91,947 $5.8M
5 ACIMA PRIVATE WEALTH, LLC 2.71% 137,674 $8.6M
6 LCW Services, LLC 2.71% 86,959 $5.4M
7 Finley Financial, LLC 2.42% 82,562 $5.2M
8 Polianta Ltd 1.95% 234,700 $15K
9 Wallington Asset Management, LLC 1.92% 230,377 $14.4M
10 Ballew Advisors, Inc 1.03% 27,639 $1.8M
11 NOTTINGHAM ADVISORS, INC. 0.64% 79,198 $5.0M
12 Interchange Capital Partners, LLC 0.61% 36,267 $1.9M
13 ACCESS FINANCIAL SERVICES, INC. 0.47% 21,247 $1.3M
14 Pictet North America Advisors SA 0.43% 68,853 $4.3M
15 Upper Left Wealth Management, LLC 0.40% 10,950 $686K
16 Sterling Investment Counsel, LLC 0.30% 16,913 $1.1M
17 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.24% 18,451 $1.2M
18 LGT Financial Advisors LLC 0.23% 721 $45K
19 Columbus Macro, LLC 0.20% 29,611 $1.9M
20 ARRIEN INVESTMENTS, INC. 0.17% 5,109 $320K
21 Brown Miller Wealth Management, LLC 0.15% 8,645 $542K
22 Ascentis Independent Advisors 0.14% 29,074 $1.8M
23 PUREfi Wealth, LLC 0.14% 3,304 $207K
24 Fortitude Advisory Group L.L.C. 0.13% 4,481 $281K
25 Portfolio Resources Advisor Group, Inc. 0.13% 2,017 $126K
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 (EZU)

What does the Smart Money Trend signal show for EZU?

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

More buyers than sellers — 62% buying: Last quarter: 172 funds were net buyers (62 opened a brand new position + 110 added to an existing one). Only 107 were sellers (77 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EZU holders?

Elite ownership — 58% AUM from top-100 funds: 25 of 329 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in EZU. 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 EZU?

53% of holders stayed for 2+ years: 173 out of 329 hedge funds have held EZU 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.