Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EIRL)

36 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — EIRL

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 84% of 3.0Y peak

84% of all-time peak
36 funds currently hold this stock — 84% 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

18 buying13 selling
Last quarter: 18 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 14% medium ■ 19% new
24 out of 36 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.
💰

Price up while funds trimmed (-26% value, -47% shares)

Value
-25%
Shares
-46%
Last quarter: total value of institutional EIRL holdings rose -26% even though funds reduced share count by 47%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~8 new funds/quarter

4 → 2 → 5 → 6 → 8 new funds/Q
New funds entering each quarter: 2 → 5 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 19% newcomers

■ 75% veterans ■ 6% 1-2yr ■ 19% new
Entry-cohort mix of 36 holders: 27 (75%) are 2+ year veterans, 2 entered 1–2 years ago, and 7 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 36 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 Q2, 18 hedge funds were net buyers of EIRL (8 opened a new position, 10 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 36.

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.

Loading signal freshness…
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
0.4
/ 10
conviction
Hedge Fund Positioning: EIRL
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 31 16.13%
13F Shares 486K 916K -46.88%
Total Value $37M $50M -25.83%
New Positions 8 6 +2
Increased Positions 10 7 +3
Closed Positions 3 5 -2
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIRL

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Institutional Holders (2026 Q2)

36 + 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 EIRL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 2.16% 165,476 $13.0M
2 Finer Wealth Management, Inc. 0.73% 20,838 $1.6M
3 Hilltop Holdings Inc. 0.17% 28,346 $2.2M
4 Curbstone Financial Management Corp 0.15% 11,390 $892K
5 Idaho Trust Co 0.09% 4,040 $316K
6 Texas Yale Capital Corp. 0.02% 12,900 $1.0M
7 TD Waterhouse Canada Inc. 0.01% 61,176 $4.8M
8 Equitable Holdings, Inc. 0.01% 20,000 $1.6M
9 Medallion Wealth Advisors, LLC 0.01% 283 $19K
10 CreativeOne Wealth, LLC 0.01% 3,100 $243K
11 Breakwater Investment Management 0.01% 191 $15K
12 Maryland Capital Advisors INC. 0.00% 154 $12K
13 Aberdeen Group plc 0.00% 23,580 $1.8M
14 Silver Grove Financial Group, Inc. 0.00% 60 $5K
15 Brookstone Capital Management 0.00% 3,030 $237K
16 Osaic Holdings, INC. 0.00% 9,790 $767K
17 Wealthfront Advisers LLC 0.00% 4,910 $385K
18 Manchester Capital Management LLC 0.00% 70 $5K
19 Creative Financial Designs Inc /Adv 0.00% 188 $15K
20 Focus Partners Wealth 0.00% 4,602 $361K
21 Jane Street Group, LLC 0.00% 41,600 $3.3M
22 Mariner, LLC 0.00% 3,091 $242K
23 HighTower Advisors, LLC 0.00% 3,125 $245K
24 Susquehanna International Group, LLP 0.00% 25,199 $2.0M
25 Atlas Capital Advisors INC. 0.00% 11 —
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 58% buying: Last quarter: 18 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 — 6% AUM from top-100: 7 of 36 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EIRL?

67% of holders stayed for 2+ years: 24 out of 36 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.

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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