Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (LEMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
74%

Smart Money Signals — LEMB

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added LEMB 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
99 hedge funds hold LEMB 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 — +32% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+32% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 74% buying

73 buying26 selling
Last quarter: 73 funds were net buyers (23 opened a brand new position + 50 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new LEMB position: 11 → 14 → 15 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new
59 out of 99 hedge funds have held LEMB 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

12 → 11 → 14 → 15 → 23 new funds/Q
New funds entering each quarter: 11 → 14 → 15 → 23. 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.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 6% 1-2yr ■ 27% new
Of 100 current holders: 67 (67%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
18 of 99 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: LEMB

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

Market Analysis: LEMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LEMB

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

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: LEMB
2026 Q1 Stats Unlock in 19 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 85 17.65%
13F Shares 10M 6M 83.15%
Total Value $431M $233M 84.84%
New Positions 24 15 +9
Increased Positions 50 32 +18
Closed Positions 9 11 -2
Reduced Positions 17 21 -4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LEMB

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

100 + investors

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

Top 25 institutional holders of LEMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STERLING INVESTMENT ADVISORS LLC /ADV 5.41% 276,144 $11.3M
2 LAM GROUP, INC. 2.99% 133,280 $5.4M
3 Liberty Atlantic Advisors LLC 2.66% 76,202 $3.1M
4 New Capital Management LP 0.90% 89,764 $3.7M
5 RHS Financial, LLC 0.81% 41,698 $1.7M
6 VIEWPOINT INVESTMENT PARTNERS CORP 0.60% 31,700 $1.3M
7 FOSTER & MOTLEY INC 0.54% 255,579 $10K
8 Walkner Condon Financial Advisors LLC 0.47% 86,487 $3.5M
9 Keystone Global Partners, LLC 0.42% 23,450 $957K
10 Wealth Advisory Solutions, LLC 0.33% 36,288 $1.5M
11 Comprehensive Money Management Services LLC 0.31% 11,575 $472K
12 OAK FAMILY ADVISORS, LLC 0.19% 16,966 $692K
13 Whitcomb & Hess, Inc. 0.15% 15,559 $635K
14 Pictet North America Advisors SA 0.14% 33,789 $1.4M
15 MASECO LLP 0.12% 96,818 $4.0M
16 Nilsine Partners, LLC 0.12% 35,377 $1.5M
17 VICUS CAPITAL 0.10% 33,324 $1.4M
18 Trivium Point Advisory, LLC 0.06% 8,750 $357K
19 Maridea Wealth Management LLC 0.06% 9,884 $403K
20 Rosenberg Matthew Hamilton 0.06% 6,933 $283K
21 Sarasin & Partners LLP 0.05% 107,229 $4.4M
22 WBH ADVISORY INC 0.03% 9,318 $382K
23 Union Bancaire Privee, UBP SA 0.02% 38,442 $1.5M
24 Chesley Taft & Associates LLC 0.02% 12,155 $496K
25 OPPENHEIMER & CO INC 0.02% 30,351 $1.2M
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 (LEMB)

What does the Smart Money Trend signal show for LEMB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added LEMB 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 LEMB?

More buyers than sellers — 74% buying: Last quarter: 73 funds were net buyers (23 opened a brand new position + 50 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LEMB holders?

Strong quality — 24% AUM from major funds: 18 of 99 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LEMB?

60% of holders stayed for 2+ years: 59 out of 99 hedge funds have held LEMB 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.