93 + Investors. Track Smart Money conviction in IEZ. See who's accumulating, reducing, or initiating positions.
Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly
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.
In 2026 Q2, 50 hedge funds were net buyers of IEZ (29 opened a new position, 21 added to an existing one), while 54 reduced or exited (31 trimmed, 23 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in IEZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 95.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in IEZ. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q2) | Prior (2026 Q1) | Change |
|---|---|---|---|
| Funds Holding | 93 | 89 | 4.49% |
| 13F Shares | 9M | 9M | 0.94% |
| Total Value | $251M | $267M | -6.17% |
| New Positions | 29 | 32 | -3 |
| Increased Positions | 20 | 28 | -8 |
| Closed Positions | 24 | 15 | +9 |
| Reduced Positions | 30 | 15 | +15 |
| Total Calls | 1 | 2 | -50.0% |
| Total Puts | 3 | 2 | 50.0% |
| PUT/CALL Ratio | 3.0 | 1.0 | Bearish |
| 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 | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEZ. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IEZ 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.
More sellers than buyers — 48% buying: Last quarter: 54 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
Strong quality — 27% AUM from major funds: 21 of 94 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
54% of holders stayed for 2+ years: 51 out of 95 hedge funds have held IEZ 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.
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.