Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EPHE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — EPHE

Based on 41 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 EPHE 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 — 89% of 3.0Y peak

89% of all-time peak
41 funds currently hold this stock — 89% of the 3.0-year high of 46 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+24% 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 buyers than sellers — 65% buying

26 buying14 selling
Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 14 were sellers (6 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new EPHE position: 11 → 9 → 4 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
26 out of 41 hedge funds have held EPHE 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.
➡️

Steady discovery — ~17 new funds/quarter

5 → 11 → 9 → 4 → 17 new funds/Q
New funds entering each quarter: 11 → 9 → 4 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 41 holders: 28 (68%) are 2+ year veterans, 5 entered 1–2 years ago, and 8 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
15 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — EPHE

In 2026 Q1, 26 hedge funds were net buyers of EPHE (17 opened a new position, 9 added to an existing one), while 14 reduced or exited (6 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 30% of total institutional value in EPHE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: EPHE

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

Market Analysis: EPHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPHE

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EPHE
43 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 43 41 4.88%
13F Shares 2M 2M -7.51%
Total Value $51M $56M -8.29%
New Positions 12 17 -5
Increased Positions 10 9 +1
Closed Positions 10 8 +2
Reduced Positions 11 6 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPHE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

43 + investors

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

QUARTER:
Top 25 EPHE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bcwm, LLC 1.02% 143,716 $3.5M
2 Carrera Capital Advisors 0.45% 125,882 $3.0M
3 Pavaki Capital Management LLC 0.32% 18,000 $449K
4 Caisse Des Depots Et Consignations 0.13% 305,000 $7.5M
5 Old Mission Capital LLC 0.08% 213,604 $5.2M
6 Castlekeep Investment Advisors LLC 0.08% 6,473 $156K
7 Prelude Capital Management, LLC 0.03% 18,000 $435K
8 SBI Securities Co., Ltd. 0.01% 19,445 $470K
9 Ashton Thomas Private Wealth, LLC 0.01% 18,679 $451K
10 Level Four Advisory Services, LLC 0.01% 12,605 $305K
11 Natixis 0.01% 77,359 $1.9M
12 Banque Pictet & Cie SA 0.01% 35,000 $846K
13 BOCHK Asset Management Ltd 0.00% 1,200 $29K
14 Sanctuary Advisors, LLC 0.00% 38,853 $939K
15 Blueline Advisors LLC 0.00% 139 $4K
16 Silver Grove Financial Group, Inc. 0.00% 175 $4K
17 Korea Investment CORP 0.00% 39,743 $960K
18 Asset Management One Co., Ltd. 0.00% 22,325 $539K
19 Jane Street Group, LLC 0.00% 390,393 $9.4M
20 Cibc World Market INC. 0.00% 15,663 $378K
21 Hrt Financial LP 0.00% 12,928 $312K
22 HSBC Holdings plc 0.00% 32,394 $783K
23 Envestnet Asset Management Inc 0.00% 25,098 $606K
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% 29,300 $708K
25 Sumitomo Mitsui Trust Group, Inc. 0.00% 9,294 $225K
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 (EPHE)

What does the Smart Money Trend signal show for EPHE?

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

More buyers than sellers — 65% buying: Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 14 were sellers (6 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EPHE holders?

Strong quality — 30% AUM from major funds: 15 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPHE?

63% of holders stayed for 2+ years: 26 out of 41 hedge funds have held EPHE 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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