Ishares Tr (EGUS) Hedge Fund Ownership (Q1 2026)

Ishares Tr (EGUS)

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

Smart Money Signals — EGUS

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their EGUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

16 funds currently hold this stock — 80% of the 3.0-year high of 20 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+33% 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.

🔴

Heavy selling pressure — only 29% buying

5 buying12 selling

Last quarter: 12 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 7 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 50% entered in last year

■ 6% conviction (2yr+) ■ 44% medium ■ 50% new

Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~3 new funds/quarter

5 → 2 → 7 → 6 → 3 new funds/Q

New funds entering each quarter: 2 → 7 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 75% of holders entered in last year

■ 6% veterans ■ 19% 1-2yr ■ 75% new

Of 16 current holders: 12 (75%) entered in the past year, only 1 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

2 of 16 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	16	20	-20.0%
13F Shares	303K	341K	-11.18%
Total Value	$14M	$18M	-18.93%
New Positions	3	6	-3
Increased Positions	2	3	-1
Closed Positions	7	4	+3
Reduced Positions	5	6	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-20.0%

13F Shares

303K

341K

-11.18%

Total Value

$14M

$18M

-18.93%

New Positions

-3

Increased Positions

-1

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

16 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EGUS. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 23 EGUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	J. Mark Nickell & Co.	0.39%	8,413	$491K
2	SageView Advisory Group, LLC	0.07%	41,208	$2.0M
3	Prosperity Planning, Inc.	0.05%	4,044	$236K
4	SOA Wealth Advisors, LLC.	0.05%	5,184	$303K
5	Perigon Wealth Management, LLC	0.04%	42,276	$2.5M
6	Lido Advisors, LLC	0.03%	160,044	$9.3M
7	Tower Research Capital LLC (TRC)	0.02%	16,083	$940K
8	Sherman Asset Management, Inc.	0.02%	352	$21K
9	Front Row Advisors LLC	0.01%	680	$40K
10	Gts Securities LLC	0.01%	5,950	$348K
11	Apollon Wealth Management, LLC	0.01%	8,888	$519K
12	Larson Financial Group LLC	0.00%	2,392	$140K
13	IFP Advisors, Inc	0.00%	2,745	$160K
14	Benjamin Edwards Inc	0.00%	4,506	$263K
15	Bfsg, LLC	0.00%	450	$26K
16	Pathstone Holdings, LLC	0.00%	8,907	$520K
17	Creative Planning	0.00%	41,256	$2.4M
18	Mercer Global Advisors Inc /Adv	0.00%	4,060	$237K
19	Integrated Wealth Concepts LLC	0.00%	481	$28K
20	Jpmorgan Chase & Co	0.00%	31,519	$1.8M
21	Goldman Sachs Group Inc	0.00%	17,395	$1.0M
22	Jane Street Group, LLC	0.00%	7,966	$465K
23	IFG Advisory, LLC	0.00%	8	—

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 (EGUS)

What does the Smart Money Trend signal show for EGUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EGUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EGUS?

Heavy selling pressure — only 29% buying: Last quarter: 12 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EGUS holders?

Smaller funds dominant — 19% AUM from top-100: 2 of 16 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EGUS?

Mostly new holders — 50% entered in last year: Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Ishares Tr (EGUS)

Smart Money Signals — EGUS

Selling streak — 1 quarter in a row

High ownership — 80% of 3.0Y peak

Fast accumulation — +33% more funds vs a year ago

Heavy selling pressure — only 29% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 50% entered in last year

Steady discovery — ~3 new funds/quarter

Early stage — 75% of holders entered in last year

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — EGUS

Hedge Fund Ownership: EGUS

Market Analysis: EGUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EGUS

Hedge Fund Positioning: EGUS

Statistics: EGUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EGUS)

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