Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

iShares ETFs/USA (EDEN)

38 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — EDEN

Based on 38 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 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 — 81% of 3.0Y peak

81% of all-time peak
38 funds currently hold this stock — 81% of the 3.0-year high of 47 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold EDEN compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

18 buying14 selling
Last quarter: 18 funds bought or added vs 14 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: 7 → 6 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 24% medium ■ 13% new
24 out of 38 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

12 → 7 → 6 → 7 → 9 new funds/Q
New funds entering each quarter: 7 → 6 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Of 38 current holders: 27 (71%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
11 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 2025 Q4, 18 hedge funds were net buyers of EDEN (9 opened a new position, 9 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 38.

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

-- --

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EDEN
2026 Q1 Stats Unlock in 5 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 34 11.76%
13F Shares 599K 669K -10.55%
Total Value $68M $73M -6.39%
New Positions 9 7 +2
Increased Positions 9 10 -1
Closed Positions 5 11 -6
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

38 + investors

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

Top 25 institutional holders of EDEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 2.06% 106,133 $11.2M
2 Vertex Investment Solutions Co., Ltd. 0.81% 6,900 $704K
3 Karpus Management, Inc. 0.26% 78,755 $8.2M
4 Idaho Trust Co 0.25% 7,420 $777K
5 INNEALTA CAPITAL, LLC 0.23% 3,534 $370K
6 Old Peak Finance LLC 0.12% 1,992 $208K
7 Bridgewater Advisors Inc. 0.04% 6,145 $693K
8 CIBC WORLD MARKET INC. 0.02% 141,170 $14.8M
9 Cambridge Investment Research Advisors, Inc. 0.01% 40,036 $4K
10 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.01% 4,871 $510K
11 Arax Advisory Partners 0.00% 939 $98K
12 SIGNATUREFD, LLC 0.00% 1,720 $180K
13 Vontobel Holding Ltd. 0.00% 1,982 $207K
14 CX Institutional 0.00% 197 —
15 LPL Financial LLC 0.00% 17,349 $1.8M
16 WELLS FARGO & COMPANY/MN 0.00% 23,506 $2.5M
17 NBT BANK N A /NY 0.00% 60 $6K
18 BlackRock, Inc. 0.00% 200,531 $21.0M
19 JANE STREET GROUP, LLC 0.00% 22,634 $2.4M
20 AE Wealth Management LLC 0.00% 256 $27K
21 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 1,560 $163K
22 PRIVATE TRUST CO NA 0.00% 8 —
23 Atlantic Union Bankshares Corp 0.00% 30 $3K
24 RHUMBLINE ADVISERS 0.00% 348 $36K
25 UBS Group AG 0.00% 1,975 $207K
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 ETFs/USA (EDEN)

What does the Smart Money Trend signal show for EDEN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 18 funds bought or added vs 14 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?

Smaller funds dominant — 7% AUM from top-100: 11 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDEN?

63% of holders stayed for 2+ years: 24 out of 38 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.