Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EDEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — EDEN

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EDEN 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
45 funds currently hold this stock — 92% of the 3.0-year high of 49 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

23 buying19 selling
Last quarter: 23 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
26 out of 45 hedge funds have held EDEN 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.
➡️

Steady discovery — ~9 new funds/quarter

7 → 8 → 9 → 11 → 9 new funds/Q
New funds entering each quarter: 8 → 9 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 45 holders: 29 (64%) are 2+ year veterans, 6 entered 1–2 years ago, and 10 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
12 of 45 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EDEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — EDEN

In 2026 Q2, 23 hedge funds were net buyers of EDEN (9 opened a new position, 14 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in EDEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: EDEN

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

Market Analysis: EDEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDEN

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EDEN
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 44 2.27%
13F Shares 631K 723K -12.79%
Total Value $65M $70M -7.61%
New Positions 9 11 -2
Increased Positions 14 12 +2
Closed Positions 8 9 -1
Reduced Positions 11 8 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDEN

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Financial Highlights

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 EDEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 1.99% 107,548 $12.0M
2 Ironwood Investment Management LLC 0.28% 7,236 $798K
3 Karpus Management, Inc. 0.27% 85,230 $9.4M
4 Idaho Trust Co 0.23% 7,209 $796K
5 Innealta Capital, LLC 0.18% 3,009 $332K
6 Old Peak Finance LLC 0.11% 2,122 $234K
7 Bridgewater Advisors Inc. 0.04% 6,145 $694K
8 Sankala Group LLC 0.01% 172 $20K
9 Tocqueville Asset Management L.P. 0.00% 2,000 $221K
10 Signaturefd, LLC 0.00% 1,720 $190K
11 Silver Grove Financial Group, Inc. 0.00% 23 $3K
12 Vontobel Holding Ltd. 0.00% 1,982 $219K
13 Arax Advisory Partners 0.00% 939 $104K
14 EP Wealth Advisors, LLC 0.00% 1,297 $143K
15 Nbt Bank, N.A. 0.00% 60 $7K
16 LPL Financial LLC 0.00% 17,044 $1.9M
17 Jane Street Group, LLC 0.00% 43,759 $4.8M
18 Wells Fargo & Company/Mn 0.00% 19,989 $2.2M
19 BlackRock, Inc. 0.00% 200,533 $22.1M
20 Citadel Advisors LLC 0.00% 23,664 $2.6M
21 Susquehanna International Group, LLP 0.00% 34,017 $3.8M
22 AE Wealth Management LLC 0.00% 565 $62K
23 Global Retirement Partners, LLC 0.00% 109 $12K
24 Integrated Wealth Concepts LLC 0.00% 308 $34K
25 PNC Financial Services Group, INC. 0.00% 1,760 $194K
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 (EDEN)

What does the Smart Money Trend signal show for EDEN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EDEN 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 EDEN?

Slight buying edge — 55% buying: Last quarter: 23 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EDEN holders?

Elite ownership — 48% AUM from top-100 funds: 12 of 45 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EDEN. 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 EDEN?

58% of holders stayed for 2+ years: 26 out of 45 hedge funds have held EDEN 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.

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