Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EMXF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — EMXF

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EMXF 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
64 hedge funds hold EMXF 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 — +45% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+45% 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.
🟡

Slight buying edge — 53% buying

28 buying25 selling
Last quarter: 28 funds bought or added vs 25 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EMXF position: 7 → 12 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 28% medium ■ 31% new
26 out of 64 hedge funds have held EMXF 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.
💰

Value +20% but shares only +1% — price-driven

Value
+20%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~12 new funds/quarter

7 → 7 → 12 → 6 → 12 new funds/Q
New funds entering each quarter: 7 → 12 → 6 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 44% newcomers

■ 41% veterans ■ 16% 1-2yr ■ 44% new
Entry-cohort mix of 64 holders: 26 (41%) are 2+ year veterans, 10 entered 1–2 years ago, and 28 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 64 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — EMXF

In 2026 Q2, 28 hedge funds were net buyers of EMXF (12 opened a new position, 16 added to an existing one), while 25 reduced or exited (21 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: EMXF

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

Market Analysis: EMXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMXF

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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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EMXF
64 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 56 14.29%
13F Shares 1M 1M 0.7%
Total Value $62M $52M 20.13%
New Positions 12 6 +6
Increased Positions 16 13 +3
Closed Positions 4 7 -3
Reduced Positions 21 17 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMXF

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Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:
Top 25 EMXF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invera Wealth Advisors, LLC 3.08% 98,999 $5.7M
2 Values Added Financial LLC 1.94% 92,810 $5.4M
3 Balanced Rock Investment Advisors LLC 1.50% 41,421 $2.4M
4 Atlantic Private Wealth, LLC 1.06% 29,966 $1.7M
5 Fairlight Advisors 0.63% 13,402 $777K
6 Plum Street Advisors, LLC 0.44% 24,003 $1.4M
7 Walkner Condon Financial Advisors LLC 0.16% 24,689 $1.4M
8 Bailard, INC. 0.16% 133,396 $7.7M
9 Cambridge Financial Group, LLC 0.13% 7,132 $413K
10 Gould Asset Management LLC /Ca/ 0.11% 12,550 $727K
11 Mccarter Private Wealth Services LLC 0.08% 4,128 $239K
12 Abacus Planning Group, Inc. 0.05% 6,709 $389K
13 Stewardship Advisors, LLC 0.05% 3,989 $231K
14 Raelipskie Partnership 0.05% 2,159 $125K
15 Robertson Stephens Wealth Management, LLC 0.04% 29,447 $1.7M
16 Ally Invest Advisors Inc. 0.04% 10,498 $608K
17 Summit Wealth Group LLC / Co 0.04% 7,621 $442K
18 SageView Advisory Group, LLC 0.03% 19,858 $950K
19 Longview Financial Advisors LLC 0.03% 1,159 $67K
20 Rwa Wealth Partners, LLC 0.03% 59,353 $3.4M
21 Optas, LLC 0.03% 3,867 $224K
22 Fortis Capital Advisors, LLC 0.03% 4,128 $239K
23 Asset Dedication, LLC 0.02% 6,552 $380K
24 Biltmore Family Office, LLC 0.02% 2,877 $167K
25 Timmons Wealth Management, LLC 0.02% 464 $27K
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 (EMXF)

What does the Smart Money Trend signal show for EMXF?

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

Slight buying edge — 53% buying: Last quarter: 28 funds bought or added vs 25 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 EMXF holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 64 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EMXF?

41% of holders stayed for 2+ years: 26 out of 64 hedge funds have held EMXF 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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