Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES ETHEREUM TR (ETHA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — ETHA

Based on 485 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added ETHA 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
485 hedge funds hold ETHA 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 — +196% more funds vs a year ago

fund count last 6Q
+321 new funds entered over the past year (+196% 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 — 56% buying

320 buying252 selling
Last quarter: 320 funds bought or added vs 252 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.
⚠️

Fewer new buyers each quarter (-143 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 68 → 284 → 141. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 68% entered in last year

■ 2% conviction (2yr+) ■ 30% medium ■ 68% new
Only 8 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -26%, value -53%

Value
-53%
Shares
-25%
Last quarter: funds added -26% more shares while total portfolio value only changed -53%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

106 → 61 → 68 → 284 → 141 new funds/Q
New funds entering each quarter: 61 → 68 → 284 → 141. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 87% of holders entered in last year

■ 2% veterans ■ 11% 1-2yr ■ 87% new
Of 519 current holders: 452 (87%) entered in the past year, only 8 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
17 of 485 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

Hedge Fund Ownership: ETHA

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

Market Analysis: ETHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETHA

-- --

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.

35 top-rated funds 9 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: ETHA
2026 Q1 Stats Unlock in 10 days 519 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 519 527 -1.52%
13F Shares 224M 302M -25.82%
Total Value $5.01B $10.74B -53.4%
New Positions 146 305 -159
Increased Positions 236 176 +60
Closed Positions 146 32 +114
Reduced Positions 153 50 +103
Total Calls 25 33 -24.24%
Total Puts 19 25 -24.0%
PUT/CALL Ratio 0.76 0.76 Neutral

Statistics: ETHA

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Valuation Measures Data as of: --

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Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

519 + investors

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

Top 25 institutional holders of ETHA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 All-Stars Investment Ltd 3.40% 443,000 $7.0M
2 STERLING INVESTMENT ADVISORS LLC /ADV 3.23% 425,007 $6.7M
3 TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 2.98% 1,262,266 $20.0M
4 Titiun Yejiel 1.88% 70,000 $1.6M
5 Palatine Hill Wealth Management, LLC 1.46% 106,144 $1.7M
6 MFG WEALTH MANAGEMENT, INC. 1.30% 98,705 $1.6M
7 Counterweight Ventures, LLC 1.08% 121,367 $1.9M
8 CALIFORNIA FIRST LEASING CORP 0.98% 192,900 $3.1M
9 Corecam Pte. Ltd. 0.97% 140,700 $2.2M
10 Corecam AG 0.89% 66,100 $1.0M
11 Laidlaw Wealth Management LLC 0.89% 16,210 $257K
12 LCM Capital Management Inc 0.87% 109,030 $1.7M
13 Cobblestone Asset Management LLC 0.84% 118,569 $1.9M
14 Titiun Yejiel 0.81% 500 $673K
15 Compass Financial Group, Inc. (Ohio) 0.80% 68,972 $1.1M
16 Lauer Wealth, LLC 0.70% 52,340 $875K
17 ABOUND FINANCIAL, LLC 0.63% 91,624 $1.5M
18 Andina Capital Management, LLC 0.62% 44,026 $697K
19 Warm Springs Advisors Inc. 0.59% 44,000 $697K
20 RoundAngle Advisors LLC 0.45% 37,656 $596K
21 Tactive Advisors, LLC 0.42% 94,984 $1.5M
22 Zinnia Wealth Advisory, LLC 0.41% 23,387 $370K
23 Fiduciary Alliance LLC 0.41% 378,194 $6.8M
24 Whitaker-Myers Wealth Managers, LTD. 0.40% 126,423 $2.0M
25 TITLEIST ASSET MANAGEMENT, LLC 0.38% 321,609 $5.1M
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 ETHEREUM TR (ETHA)

What does the Smart Money Trend signal show for ETHA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ETHA 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 ETHA?

Slight buying edge — 56% buying: Last quarter: 320 funds bought or added vs 252 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 ETHA holders?

Smaller funds dominant — 17% AUM from top-100: 17 of 485 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ETHA?

Mostly new holders — 68% entered in last year: Only 8 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.