Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEFA)

2K + Investors. Track Smart Money conviction in IEFA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +97
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — IEFA

Based on 2396 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IEFA 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
2,396 hedge funds hold IEFA 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 — +21% more funds vs a year ago

fund count last 6Q
+418 new funds entered over the past year (+21% 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 — 60% buying

1310 buying874 selling
Last quarter: 1,310 funds were net buyers (234 opened a brand new position + 1076 added to an existing one). Only 874 were sellers (737 trimmed + 137 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-71 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 186 → 152 → 305 → 234. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
1,474 out of 2,396 hedge funds have held IEFA 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

172 → 186 → 152 → 305 → 234 new funds/Q
New funds entering each quarter: 186 → 152 → 305 → 234. 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.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 2,400 holders: 1,533 (64%) are 2+ year veterans, 326 entered 1–2 years ago, and 541 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
38 of 2395 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IEFA. 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 — IEFA

In 2026 Q1, 1310 hedge funds were net buyers of IEFA (234 opened a new position, 1076 added to an existing one), while 874 reduced or exited (737 trimmed, 137 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in IEFA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +97 funds (more new holders than closures). Total institutional holders: 2396.

Hedge Fund Ownership: IEFA

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

Market Analysis: IEFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEFA

-- --

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

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

Signal Freshness measures how much IEFA 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 · 76d ago
IEFA
+8.2%
SPY
+14.1%

IEFA outperformed SPY by -5.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IEFA
+2.9%
SPY
+0.3%

Since the filing became public, IEFA outperformed SPY by +2.6% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 174 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: IEFA
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2366 2298 2.96%
13F Shares 1.62B 1.49B 8.98%
Total Value $143.39B $133.12B 7.71%
New Positions 222 305 -83
Increased Positions 1065 1065 -
Closed Positions 154 102 +52
Reduced Positions 730 654 +76
Total Calls 3 2 50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.5 Bullish

Statistics: IEFA

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Institutional Holders (2026 Q1)

2K + investors

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

QUARTER:
Top 25 IEFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Rock Advisors, LP 100.00% 176,440 $16.0M
2 Wilshire Advisors LLC 38.03% 41,854 $3.8M
3 CBM Financial, LLC 27.15% 448,317 $43.5M
4 Roth Financial Partners LLC 22.89% 740,675 $67.1M
5 Shelter Ins Retirement Plan 22.60% 224,262 $20.3M
6 Ironwood Wealth Management, LLC. 22.35% 860,968 $77.9M
7 Mann Financial Group, Inc. 20.79% 243,905 $22.1M
8 Cabot-Wellington, LLC 19.04% 711,044 $64.4M
9 NorthLanding Financial Partners, LLC 18.86% 258,449 $23.4M
10 WLTH Capital Management, LLC 18.75% 245,315 $22.5M
11 Stash Investments, LLC 17.99% 512,609 $46.4M
12 Dean, Jacobson Financial Services, LLC 17.92% 322,221 $29.2M
13 Marquette Associates, INC. 17.88% 181,597 $16.4M
14 Sterling Investment Advisors LLC /Adv 17.54% 403,818 $36.6M
15 Riverview Trust Co 17.53% 157,220 $14.2M
16 Passaic Partners LLC 17.25% 2,036,600 $184.4M
17 TIAA Wealth Investment Management LLC 16.96% 25,333,750 $2.22B
18 Broadview Financial Management, LLC 15.96% 258,139 $23.4M
19 Bishop & Co Investment Management, LLC 15.17% 488,522 $44.2M
20 University of Massachusetts Foundation, Inc. 15.11% 359,506 $30.0M
21 S. R. Schill & Associates 15.02% 245,596 $22.2M
22 Retirement Investment Advisors, Inc. 15.02% 2,085,563 $186.6M
23 MTC Wealth Management LLC 14.94% 347,436 $31.5M
24 Colony Family Offices, LLC 14.56% 652,280 $59.1M
25 Valley Forge Investment Consultants Inc Adv 14.49% 533,940 $48.3M
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 (IEFA)

What does the Smart Money Trend signal show for IEFA?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IEFA 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 IEFA?

More buyers than sellers — 60% buying: Last quarter: 1,310 funds were net buyers (234 opened a brand new position + 1076 added to an existing one). Only 874 were sellers (737 trimmed + 137 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEFA holders?

Elite ownership — 56% AUM from top-100 funds: 38 of 2395 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IEFA. 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 IEFA?

62% of holders stayed for 2+ years: 1,474 out of 2,396 hedge funds have held IEFA 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 (IEFA) following the 2026 Q1 hedge fund 13F filings?

As of today, IEFA has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), IEFA has gained +8.2% vs +14.1% 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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