Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EPHE)

31 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — EPHE

Based on 31 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EPHE 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 — 70% of 3.0Y peak

70% of all-time peak
31 funds currently hold this stock — 70% of the 3.0-year high of 44 funds (reached 2024 Q1). 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 EPHE compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

11 buying18 selling
Last quarter: 18 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 9 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 23% new
19 out of 31 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.
📊

Peak discovery — momentum slowing

7 → 5 → 11 → 9 → 4 new funds/Q
New funds entering each quarter: 5 → 11 → 9 → 4. EPHE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 26% new
Of 31 current holders: 20 (65%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
11 of 31 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 2025 Q4, 11 hedge funds were net buyers of EPHE (4 opened a new position, 7 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 31.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: EPHE
2026 Q1 Stats Unlock in 5 days 31 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 31 37 -16.22%
13F Shares 1M 2M -8.01%
Total Value $37M $39M -5.71%
New Positions 4 9 -5
Increased Positions 7 11 -4
Closed Positions 10 8 +2
Reduced Positions 8 8 -
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

Profitability
Profit Margin --
Return on Assets (ttm) --
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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 EPHE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of EPHE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BCWM, LLC 1.02% 144,540 $3.6M
2 Carrera Capital Advisors 0.47% 121,626 $3.0M
3 CAISSE DES DEPOTS ET CONSIGNATIONS 0.12% 305,000 $7.5M
4 Stelac Advisory Services LLC 0.02% 4,164 $103K
5 SBI Securities Co., Ltd. 0.02% 24,486 $608K
6 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% 12,605 $313K
7 NATIXIS 0.01% 81,291 $2.0M
8 BOCHK Asset Management Ltd 0.01% 1,200 $30K
9 BANQUE PICTET & CIE SA 0.01% 35,000 $869K
10 Sanctuary Advisors, LLC 0.00% 36,093 $896K
11 Korea Investment CORP 0.00% 39,743 $987K
12 Asset Management One Co., Ltd. 0.00% 20,804 $517K
13 HSBC HOLDINGS PLC 0.00% 111,797 $2.8M
14 Eukles Asset Management 0.00% 94 $2K
15 CIBC WORLD MARKET INC. 0.00% 16,562 $411K
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 116,100 $2.9M
17 Ashton Thomas Private Wealth, LLC 0.00% 538 $13K
18 Sumitomo Mitsui Trust Group, Inc. 0.00% 9,294 $231K
19 ENVESTNET ASSET MANAGEMENT INC 0.00% 22,469 $558K
20 BlackRock, Inc. 0.00% 306,221 $7.6M
21 UBS Group AG 0.00% 21,236 $527K
22 LPL Financial LLC 0.00% 9,186 $228K
23 Steward Partners Investment Advisory, LLC 0.00% 426 $11K
24 Allworth Financial LP 0.00% 62 $2K
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 227 $6K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EPHE 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 EPHE?

Heavy selling pressure — only 38% buying: Last quarter: 18 funds sold vs only 11 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 EPHE holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 31 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EPHE?

61% of holders stayed for 2+ years: 19 out of 31 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.