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
↑ +182
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — IEFA

Based on 2135 hedge funds · latest filing: 2025 Q4 · 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
2,135 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+309 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

1278 buying704 selling
Last quarter: 1,278 funds were net buyers (280 opened a brand new position + 998 added to an existing one). Only 704 were sellers (606 trimmed + 98 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+150 vs last Q)

new funds entering per quarter
Funds opening a new IEFA position: 153 → 174 → 130 → 280. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
1,377 out of 2,135 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.
📈

Growing discovery — still being found

205 → 153 → 174 → 130 → 280 new funds/Q
New funds entering each quarter: 153 → 174 → 130 → 280. A growing number of institutions are discovering IEFA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 2,139 current holders: 1,384 (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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
33 of 2135 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

91 top-rated funds 156 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: IEFA
2026 Q1 Stats Unlock in 21 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2139 1960 9.13%
13F Shares 1.46B 1.45B 0.88%
Total Value $130.98B $126.29B 3.71%
New Positions 280 130 +150
Increased Positions 1003 883 +120
Closed Positions 101 115 -14
Reduced Positions 613 666 -53
Total Calls 2 4 -50.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.5 1.25 Bearish

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.

Top 25 institutional holders of IEFA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roth Financial Partners LLC 22.89% 740,675 $67.1M
2 Ironwood Wealth Management, LLC. 22.35% 860,968 $77.9M
3 Mann Financial Group, Inc. 20.79% 243,905 $22.1M
4 NorthLanding Financial Partners, LLC 18.86% 258,449 $23.4M
5 WLTH Capital Management, LLC 18.75% 245,315 $22.5M
6 Stash Investments, LLC 17.99% 512,609 $46.4M
7 Dean, Jacobson Financial Services, LLC 17.92% 322,221 $29.2M
8 STERLING INVESTMENT ADVISORS LLC /ADV 17.54% 403,818 $36.6M
9 Bishop & Co Investment Management, LLC 15.17% 488,522 $44.2M
10 Retirement Investment Advisors, Inc. 15.02% 2,085,563 $186.6M
11 Colony Family Offices, LLC 14.56% 652,280 $59.1M
12 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 14.49% 533,940 $48.3M
13 Stairway Partners, LLC 14.48% 3,088,039 $279.6M
14 FORM Wealth Advisors, LLC 14.19% 1,337,502 $121.1M
15 HILLMAN CO 14.03% 398,427 $36.1M
16 Salus Financial Advisors, LLC 14.03% 265,686 $24.1M
17 Bell Bank 13.63% 3,550,678 $321.4M
18 INSTRUMENTAL WEALTH, LLC 13.14% 236,113 $21.4M
19 Cassilly Financial Group LLC 12.94% 164,767 $14.9M
20 Leverty Financial Group, LLC 12.29% 613,539 $55.5M
21 FIRST HAWAIIAN BANK 11.73% 926,698 $83.9M
22 Global Wealth Strategies & Associates 10.83% 486,786 $44.1M
23 New Perspectives, Inc 10.26% 327,219 $29.6M
24 Randall & Associates Wealth Management 10.08% 165,197 $15.0M
25 First Financial Bank - Trust Division 9.99% 1,370,752 $124.1M
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 — 64% buying: Last quarter: 1,278 funds were net buyers (280 opened a brand new position + 998 added to an existing one). Only 704 were sellers (606 trimmed + 98 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEFA holders?

Elite ownership — 54% AUM from top-100 funds: 33 of 2135 holders are among the 100 largest funds by AUM, controlling 54% 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?

64% of holders stayed for 2+ years: 1,377 out of 2,135 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.

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.