Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EZU)

363 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — EZU

Based on 364 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 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
364 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 — +29% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 56% buying

185 buying145 selling
Last quarter: 185 funds bought or added vs 145 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 40 → 66 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
189 out of 364 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.
➡️

Steady discovery — ~56 new funds/quarter

71 → 71 → 40 → 66 → 56 new funds/Q
New funds entering each quarter: 71 → 40 → 66 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Entry-cohort mix of 370 holders: 218 (59%) are 2+ year veterans, 44 entered 1–2 years ago, and 108 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
32 of 363 holders are among the 100 largest funds by AUM, controlling 72% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — EZU

In 2026 Q1, 185 hedge funds were net buyers of EZU (56 opened a new position, 129 added to an existing one), while 145 reduced or exited (97 trimmed, 48 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 72% of total institutional value in EZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 364.

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

-- --

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

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

Signal Freshness measures how much EZU 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
EZU
+10.9%
SPY
+13.9%

EZU outperformed SPY by -3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EZU
+5.4%
SPY
+0.2%

Since the filing became public, EZU outperformed SPY by +5.2% .

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.

16 top-rated funds 6 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EZU
363 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 363 356 1.97%
13F Shares 96M 83M 15.76%
Total Value $5.89B $5.34B 10.3%
New Positions 56 66 -10
Increased Positions 129 115 +14
Closed Positions 49 31 +18
Reduced Positions 94 84 +10
Total Calls 4 3 33.33%
Total Puts 3 1 200.0%
PUT/CALL Ratio 0.75 0.33 Neutral

Statistics: EZU

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Institutional Holders (2026 Q1)

363 + investors

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

QUARTER:
Top 25 EZU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matauro, LLC 8.15% 900,069 $56.4M
2 Naman Capital Ltda 7.86% 451,750 $28.3M
3 Searcy Financial Services Inc /Adv 5.01% 215,580 $13.5M
4 Arrow Investment Advisors, LLC 4.65% 69,645 $4.4M
5 Bulltick Wealth Management, LLC 3.39% 245,051 $15.3M
6 BFI Infinity Ltd. 3.23% 91,947 $5.8M
7 Climber Capital SA 3.03% 86,238 $4.6M
8 Goodman Financial Corp 2.89% 268,505 $16.8M
9 Petra Financial Advisors Inc 2.86% 73,680 $4.6M
10 Acima Private Wealth, LLC 2.71% 137,674 $8.6M
11 LCW Services, LLC 2.71% 86,959 $5.4M
12 Finley Financial, LLC 2.42% 82,562 $5.2M
13 Prossimo Advisors, LLC 2.23% 5,856 $367K
14 Wallington Asset Management, LLC 1.92% 230,377 $14.4M
15 Evolution Wealth Advisors, LLC 1.90% 298,258 $18.7M
16 Hudson Portfolio Management LLC 1.88% 35,643 $2.2M
17 Endowment Wealth Management, Inc. 1.44% 51,894 $3.3M
18 Connable Office Inc 1.30% 210,259 $13.2M
19 Lmcg Investments, LLC 1.09% 293,166 $18.4M
20 Ballew Advisors, Inc 1.03% 27,639 $1.8M
21 1607 Capital Partners, LLC 1.01% 223,752 $14.0M
22 Provida Pension Fund Administrator 0.92% 554,548 $25.4M
23 Dorsey Wright & Associates 0.84% 107,812 $6.8M
24 Caitlin John, LLC 0.77% 20,584 $1.3M
25 Syon Capital LLC 0.70% 222,739 $14.0M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 56% buying: Last quarter: 185 funds bought or added vs 145 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 EZU holders?

Elite ownership — 72% AUM from top-100 funds: 32 of 363 holders are among the 100 largest funds by AUM, controlling 72% 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?

52% of holders stayed for 2+ years: 189 out of 364 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.

Is it too late to buy Ishares Inc (EZU) following the 2026 Q1 hedge fund 13F filings?

As of today, EZU has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.2%. Since the quarter end (March 31, 2026), EZU has gained +10.9% 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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