Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (ECH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — ECH

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ECH 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
96 hedge funds hold ECH 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 — +96% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+96% 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 — 64% buying

62 buying35 selling
Last quarter: 62 funds were net buyers (36 opened a brand new position + 26 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new ECH position: 30 → 24 → 11 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 12% medium ■ 33% new
52 out of 96 hedge funds have held ECH 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.
💎

Buying through price weakness — shares -4%, value -91%

Value
-90%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -91%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~36 new funds/quarter

8 → 30 → 24 → 11 → 36 new funds/Q
New funds entering each quarter: 30 → 24 → 11 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 3% 1-2yr ■ 33% new
Of 101 current holders: 65 (64%) 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.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
12 of 96 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — ECH

In 2025 Q4, 62 hedge funds were net buyers of ECH (36 opened a new position, 26 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 96.

Hedge Fund Ownership: ECH

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

Market Analysis: ECH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ECH

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: ECH
2026 Q1 Stats Unlock in 8 days 101 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 101 77 31.17%
13F Shares 7M 7M -3.55%
Total Value $284M $3.09B -90.83%
New Positions 37 11 +26
Increased Positions 33 35 -2
Closed Positions 13 15 -2
Reduced Positions 27 25 +2
Total Calls 6 3 100.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: ECH

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Financial Highlights

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Institutional Holders (2026 Q1)

101 + investors

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

Top 25 institutional holders of ECH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitcomb & Hess, Inc. 2.68% 288,842 $11.5M
2 Florin Court Capital LLP 1.86% 12,375 $492K
3 Kapitalo Investimentos Ltda 1.19% 159,131 $6.3M
4 INNEALTA CAPITAL, LLC 0.91% 37,011 $1.5M
5 Lansing Street Advisors 0.66% 65,593 $2.6M
6 Cobblestone Asset Management LLC 0.62% 34,708 $1.4M
7 Marotta Asset Management 0.50% 66,488 $2.7M
8 Fore Capital, LLC 0.49% 20,000 $795K
9 Mount Lucas Management LP 0.36% 24,274 $965K
10 ES4, LLC 0.33% 12,766 $508K
11 Peregrine Asset Advisers, Inc. 0.30% 28,436 $1.1M
12 Varma Mutual Pension Insurance Co 0.30% 1,294,477 $51.5M
13 Krilogy Financial LLC 0.28% 198,913 $8.8M
14 DUMAC, INC. 0.24% 49,000 $1.9M
15 Bricktown Capital, LLC 0.23% 30,000 $1.2M
16 MONECO ADVISORS, LLC 0.21% 68,518 $2.7M
17 AlphaCentric Advisors LLC 0.15% 3,832 $152K
18 Financiere des Professionnels - Fonds d'investissement inc. 0.10% 45,000 $1.8M
19 Pekin Hardy Strauss, Inc. 0.08% 18,721 $744K
20 Westend Capital Management, LLC 0.03% 2,864 $114K
21 USA FINANCIAL FORMULAS 0.03% 4,428 $176K
22 BANQUE PICTET & CIE SA 0.03% 100,000 $4.0M
23 Sigma Planning Corp 0.02% 19,486 $775K
24 Csenge Advisory Group 0.02% 11,457 $456K
25 Banco Santander, S.A. 0.02% 55,258 $2.2M
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 (ECH)

What does the Smart Money Trend signal show for ECH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ECH 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 ECH?

More buyers than sellers — 64% buying: Last quarter: 62 funds were net buyers (36 opened a brand new position + 26 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ECH holders?

Smaller funds dominant — 16% AUM from top-100: 12 of 96 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ECH?

54% of holders stayed for 2+ years: 52 out of 96 hedge funds have held ECH 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.