Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EIRL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — EIRL

Based on 31 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 EIRL 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 — 72% of 3.0Y peak

72% of all-time peak
31 funds currently hold this stock — 72% of the 3.0-year high of 43 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold EIRL compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

13 buying13 selling
Last quarter: 13 funds bought or added vs 13 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 13% medium ■ 16% new
22 out of 31 hedge funds have held EIRL 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.
💎

Buying through price weakness — shares +93%, value +44%

Value
+44%
Shares
+93%
Last quarter: funds added +93% more shares while total portfolio value only changed +44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

3 → 4 → 2 → 5 → 6 new funds/Q
New funds entering each quarter: 4 → 2 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 6% 1-2yr ■ 19% new
Of 31 current holders: 23 (74%) 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 — 11% AUM from top-100

11% from top-100 AUM funds
9 of 31 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — EIRL

In 2026 Q1, 13 hedge funds were net buyers of EIRL (6 opened a new position, 7 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: EIRL

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

Market Analysis: EIRL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIRL

-- --

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

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

Signal Freshness measures how much EIRL 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 · 71d ago
EIRL
+39.6%
SPY
+13.7%

EIRL outperformed SPY by +25.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
EIRL
+3.6%
SPY
+0.0%

Since the filing became public, EIRL outperformed SPY by +3.6% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EIRL
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 30 3.33%
13F Shares 916K 474K 93.21%
Total Value $50M $35M 44.24%
New Positions 6 5 +1
Increased Positions 7 12 -5
Closed Positions 5 6 -1
Reduced Positions 8 6 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIRL

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 institutional holders of EIRL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matthew Goff Investment Advisor, LLC 3.11% 440,261 $18.6M
2 Marotta Asset Management 2.08% 162,963 $11.3M
3 Finer Wealth Management, Inc. 0.71% 20,596 $1.4M
4 Curbstone Financial Management Corp 0.15% 11,390 $784K
5 Global Endowment Management, LP 0.12% 15,000 $1.0M
6 Idaho Trust Co 0.09% 4,040 $278K
7 FLOW TRADERS U.S. LLC 0.04% 19,081 $1K
8 Texas Yale Capital Corp. 0.03% 12,900 $888K
9 TD Waterhouse Canada Inc. 0.01% 57,678 $4.0M
10 Equitable Holdings, Inc. 0.01% 20,700 $1.5M
11 Brookstone Capital Management 0.01% 6,797 $468K
12 Breakwater Investment Management 0.00% 191 $13K
13 Aberdeen Group plc 0.00% 24,949 $1.7M
14 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 624 $43K
15 Focus Partners Wealth 0.00% 18,235 $1.3M
16 OSAIC HOLDINGS, INC. 0.00% 9,665 $665K
17 Wealthfront Advisers LLC 0.00% 4,694 $323K
18 Manchester Capital Management LLC 0.00% 70 $5K
19 Covestor Ltd 0.00% 11 —
20 HighTower Advisors, LLC 0.00% 5,815 $400K
21 JANE STREET GROUP, LLC 0.00% 24,234 $1.7M
22 CITADEL ADVISORS LLC 0.00% 18,804 $1.3M
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 16,222 $1.1M
24 ATLAS CAPITAL ADVISORS INC. 0.00% 11 —
25 UBS Group AG 0.00% 4,926 $339K
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 (EIRL)

What does the Smart Money Trend signal show for EIRL?

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

Slight buying edge — 50% buying: Last quarter: 13 funds bought or added vs 13 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 EIRL holders?

Smaller funds dominant — 11% AUM from top-100: 9 of 31 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EIRL?

71% of holders stayed for 2+ years: 22 out of 31 hedge funds have held EIRL 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 (EIRL) following the 2026 Q1 hedge fund 13F filings?

As of today, EIRL has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), EIRL has gained +39.6% vs +13.7% 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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