Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EVUS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — EVUS

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EVUS 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
112 hedge funds hold EVUS 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 — +700% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+700% 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 — 51% buying

61 buying58 selling
Last quarter: 61 funds bought or added vs 58 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 56 → 36 → 27. 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 — 87% entered in last year

2% conviction (2yr+) 12% medium 87% new
Only 2 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.
📈

Growing discovery — still being found

7 → 0 → 56 → 36 → 27 new funds/Q
New funds entering each quarter: 0 → 56 → 36 → 27. A growing number of institutions are discovering EVUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 89% of holders entered in last year

3% veterans 8% 1-2yr 89% new
Of 112 current holders: 100 (89%) entered in the past year, only 3 (3%) 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.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
11 of 112 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in EVUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — EVUS

In 2026 Q1, 61 hedge funds were net buyers of EVUS (27 opened a new position, 34 added to an existing one), while 58 reduced or exited (46 trimmed, 12 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in EVUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: EVUS

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

Market Analysis: EVUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVUS

-- --

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

Is It Too Late to Buy ISHARES TR (EVUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
EVUS
+16.8%
SPY
+14.0%

EVUS outperformed SPY by +2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
EVUS
+0.4%
SPY
+0.3%

Since the filing became public, EVUS outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EVUS
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 97 14.43%
13F Shares 7M 8M -7.93%
Total Value $216M $253M -14.83%
New Positions 27 36 -9
Increased Positions 33 54 -21
Closed Positions 13 7 +6
Reduced Positions 46 5 +41
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVUS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

111 + investors

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

QUARTER:
Top 25 institutional holders of EVUS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avise Financial Cooperative, Inc. 1.76% 66,912 $2.1M
2 Davis Wealth Advisors, LLC 0.74% 27,806 $885K
3 Archer Investment Management, LLC 0.57% 42,384 $1.3M
4 Affiance Financial, LLC 0.21% 41,167 $1.3M
5 Oregon Pacific Wealth Management, LLC 0.21% 6,320 $201K
6 Investor's Fiduciary Advisor Network, LLC 0.21% 21,338
7 One Wealth Advisors, LLC 0.18% 45,575 $1.5M
8 Horst & Graben Wealth Management LLC 0.18% 38,629 $1.3M
9 Sharkey, Howes & Javer 0.17% 38,585 $1.2M
10 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.16% 10,905 $368K
11 RCS Financial Planning, LLC 0.15% 8,878 $283K
12 WEALTHGARDEN F.S. LLC 0.14% 6,507 $207K
13 LifePlan Investment Advisors, Inc. 0.13% 10,084 $321K
14 Skyline Advisors, Inc. 0.11% 9,940 $316K
15 Envestnet Portfolio Solutions, Inc. 0.10% 580,773 $18.5M
16 Keystone Financial Services 0.10% 10,649 $339K
17 THEORY FINANCIAL LLC 0.10% 8,871 $282K
18 LIFELONG WEALTH ADVISORS, INC. 0.09% 10,202 $325K
19 EQ LLC 0.08% 8,826 $281K
20 PARK AVENUE SECURITIES LLC 0.07% 295,814 $9K
21 Hoxton Planning & Management, LLC 0.07% 6,893 $219K
22 GTS SECURITIES LLC 0.07% 57,973 $1.8M
23 LexAurum Advisors, LLC 0.06% 15,021 $478K
24 Navigation Group, LLC 0.06% 8,263 $263K
25 GeoWealth Management, LLC 0.06% 52,890 $1.7M
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 (EVUS)

What does the Smart Money Trend signal show for EVUS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EVUS 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 EVUS?

Slight buying edge — 51% buying: Last quarter: 61 funds bought or added vs 58 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 EVUS holders?

Elite ownership — 60% AUM from top-100 funds: 11 of 112 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in EVUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVUS?

Mostly new holders — 87% entered in last year: Only 2 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.

Is it too late to buy ISHARES TR (EVUS) following the 2026 Q1 hedge fund 13F filings?

As of today, EVUS has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), EVUS has gained +16.8% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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