Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EFV)

1K + Investors. Track Smart Money conviction in EFV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
11Q ▲
Buyers last Q
48%

Smart Money Signals — EFV

Based on 1252 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EFV 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
1,252 hedge funds hold EFV 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 — +27% more funds vs a year ago

fund count last 6Q
+266 new funds entered over the past year (+27% 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.
🟠

More sellers than buyers — 48% buying

533 buying575 selling
Last quarter: 575 funds reduced or exited vs 533 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-64 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 125 → 197 → 133. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
711 out of 1,252 hedge funds have held EFV 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.
💰

Price up while funds trimmed (-1% value, -50% shares)

Value
-1%
Shares
-49%
Last quarter: total value of institutional EFV holdings rose -1% even though funds reduced share count by 50%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

95 → 117 → 125 → 197 → 133 new funds/Q
New funds entering each quarter: 117 → 125 → 197 → 133. A growing number of institutions are discovering EFV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 1,255 holders: 759 (60%) are 2+ year veterans, 184 entered 1–2 years ago, and 312 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
34 of 1251 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EFV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — EFV

In 2026 Q1, 533 hedge funds were net buyers of EFV (133 opened a new position, 400 added to an existing one), while 575 reduced or exited (484 trimmed, 91 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in EFV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 1252.

Hedge Fund Ownership: EFV

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

Market Analysis: EFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFV

-- --

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

Is It Too Late to Buy Ishares Tr (EFV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFV has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 47d ago
EFV
+7.1%
SPY
+4.0%

EFV outperformed SPY by +3.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
EFV
+0.0%
SPY
+0.0%

Since the filing became public, EFV outperformed SPY by +0.0% .

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.

32 top-rated funds 61 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: EFV
2026 Q2 Stats Unlock in 3 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1242 1209 2.73%
13F Shares 332M 659M -49.68%
Total Value $23.71B $23.99B -1.17%
New Positions 130 197 -67
Increased Positions 397 424 -27
Closed Positions 97 81 +16
Reduced Positions 478 421 +57
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFV

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EFV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bruce G. Allen Investments, LLC 14.79% 303,162 $23.2M
2 Integrated Capital Management, INC. 14.69% 275,128 $21.1M
3 Brave Asset Management Inc 13.43% 820,429 $62.8M
4 Hackensack Meridian Health, Inc. 10.86% 2,101,000 $160.8M
5 Hemming& Wealth Management, INC. 10.79% 231,646 $17.7M
6 Waller Financial Planning Group, Inc 8.20% 519,921 $39.8M
7 Covenant Partners, LLC 7.95% 380,699 $27.2M
8 Shum Financial Group, Inc. 7.18% 155,552 $11.9M
9 Pacific Life Fund Advisors LLC 7.18% 852,714 $65.3M
10 Auto-Owners Insurance Co 6.85% 3,963,000 $303.4M
11 Forthright Family Wealth Advisory LLC 6.20% 143,040 $10.9M
12 Montgomery Financial Services LLC 6.10% 91,634 $7.0M
13 Financial Synergies Wealth Advisors, Inc. 5.69% 877,262 $67.2M
14 Integrated Capital Management, LLC 5.28% 191,335 $14.6M
15 HighMark Wealth Management LLC 5.11% 199,183 $15.2M
16 Elgethun Capital Management 5.04% 472,684 $36.2M
17 Financial Life Advisors 4.99% 229,096 $17.5M
18 Elevated Financial Group LLC 4.98% 237,455 $18.2M
19 Resolute Wealth Advisor, INC. 4.52% 106,795 $7.9M
20 Kingdom Financial Group LLC. 4.37% 223,583 $17.1M
21 Wakefield Asset Management LLLP 4.36% 252,913 $19.4M
22 Affinity Capital Advisors, LLC 4.29% 442,403 $34.7M
23 Clifford Group, LLC 4.26% 80,425 $6.2M
24 LiftPoint Family Wealth Advisors LLC 4.25% 81,897 $6.3M
25 Valence8 US LP 4.24% 166,318 $12.7M
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 (EFV)

What does the Smart Money Trend signal show for EFV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EFV 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 EFV?

More sellers than buyers — 48% buying: Last quarter: 575 funds reduced or exited vs 533 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EFV holders?

Elite ownership — 50% AUM from top-100 funds: 34 of 1251 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EFV. 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 EFV?

57% of holders stayed for 2+ years: 711 out of 1,252 hedge funds have held EFV 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 (EFV) following the 2026 Q2 hedge fund 13F filings?

As of today, EFV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EFV has gained +7.1% vs +4.0% 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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