Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EFNL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — EFNL

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EFNL 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
22 hedge funds hold EFNL 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

11 buying9 selling
Last quarter: 11 funds bought or added vs 9 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 27% new
9 out of 22 hedge funds have held EFNL 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.
📊

Peak discovery — momentum slowing

13 → 7 → 7 → 3 → 7 new funds/Q
New funds entering each quarter: 7 → 7 → 3 → 7. EFNL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 5% 1-2yr ■ 45% new
Of 22 current holders: 11 (50%) 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 — 9% AUM from top-100

9% from top-100 AUM funds
6 of 22 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — EFNL

In 2026 Q1, 11 hedge funds were net buyers of EFNL (7 opened a new position, 4 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: EFNL

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

Market Analysis: EFNL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFNL

-- --

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

Is It Too Late to Buy ISHARES TR (EFNL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFNL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
EFNL
+16.8%
SPY
+14.0%

EFNL outperformed SPY by +2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
EFNL
+1.8%
SPY
+0.3%

Since the filing became public, EFNL outperformed SPY by +1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.6
/ 10
conviction
Hedge Fund Positioning: EFNL
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 17 29.41%
13F Shares 431K 431K -0.05%
Total Value $20M $21M -1.33%
New Positions 7 3 +4
Increased Positions 4 7 -3
Closed Positions 2 5 -3
Reduced Positions 7 4 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFNL

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Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 22 institutional holders of EFNL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 2.09% 227,833 $11.3M
2 Arlington Capital Management, Inc. 1.89% 68,422 $3.4M
3 Idaho Trust Co 0.11% 6,790 $332K
4 Lunt Capital Management, Inc. 0.11% 5,693 $279K
5 FLOW TRADERS U.S. LLC 0.03% 19,489 —
6 ZACKS INVESTMENT MANAGEMENT 0.02% 48,584 $2.4M
7 IFP Advisors, Inc 0.00% 1,190 $58K
8 Advisory Services Network, LLC 0.00% 1,426 $70K
9 NBT BANK N A /NY 0.00% 276 $14K
10 Covestor Ltd 0.00% 11 —
11 HighTower Advisors, LLC 0.00% 8,107 $397K
12 HARBOUR INVESTMENTS, INC. 0.00% 412 $20K
13 OSAIC HOLDINGS, INC. 0.00% 4,099 $201K
14 JANE STREET GROUP, LLC 0.00% 28,172 $1.4M
15 Parallel Advisors, LLC 0.00% 145 $7K
16 LPL Financial LLC 0.00% 5,044 $247K
17 ATLAS CAPITAL ADVISORS INC. 0.00% 11 —
18 Aptus Capital Advisors, LLC 0.00% 120 $6K
19 MORGAN STANLEY 0.00% 4,069 $199K
20 UBS Group AG 0.00% 1,004 $49K
21 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% 15 —
22 WELLS FARGO & COMPANY/MN 0.00% — —
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 (EFNL)

What does the Smart Money Trend signal show for EFNL?

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

Slight buying edge — 55% buying: Last quarter: 11 funds bought or added vs 9 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 EFNL holders?

Smaller funds dominant — 9% AUM from top-100: 6 of 22 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EFNL?

41% of holders stayed for 2+ years: 9 out of 22 hedge funds have held EFNL 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.

Is it too late to buy ISHARES TR (EFNL) following the 2026 Q1 hedge fund 13F filings?

As of today, EFNL has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), EFNL has gained +16.8% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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