Ishares Tr (EVUS) Hedge Fund Ownership (Q2 2026)

Ishares Tr (EVUS)

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

Smart Money Signals — EVUS

Based on 130 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

130 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 — +900% more funds vs a year ago

fund count last 6Q

+117 new funds entered over the past year (+900% 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 — 73% buying

101 buying37 selling

Last quarter: 101 funds were net buyers (33 opened a brand new position + 68 added to an existing one). Only 37 were sellers (21 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 57 → 36 → 28 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 58% entered in last year

■ 2% conviction (2yr+) ■ 40% medium ■ 58% new

Only 3 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.

💰

Value +39% but shares only +23% — price-driven

Value

+38%

+22%

Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +23%. 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.

📊

Peak discovery — momentum slowing

0 → 57 → 36 → 28 → 33 new funds/Q

New funds entering each quarter: 57 → 36 → 28 → 33. EVUS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 87% of holders entered in last year

■ 2% veterans ■ 11% 1-2yr ■ 87% new

Of 130 current holders: 113 (87%) entered in the past year, only 3 (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.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

14 of 130 holders are among the 100 largest funds by AUM, controlling 65% 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.

6.4

out of 10

Moderate Exit Risk

Exit risk score 6.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	130	113	15.04%
13F Shares	9M	7M	22.85%
Total Value	$300M	$216M	38.87%
New Positions	33	28	+5
Increased Positions	68	34	+34
Closed Positions	16	12	+4
Reduced Positions	21	46	-25
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

130

113

15.04%

13F Shares

22.85%

Total Value

$300M

$216M

38.87%

New Positions

Increased Positions

+34

Closed Positions

Reduced Positions

-25

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

130 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EVUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Avise Financial Cooperative, Inc.	1.56%	62,462	$2.2M
2	eCIO, Inc.	1.34%	135,346	$4.8M
3	Archer Investment Management, LLC	0.88%	73,379	$2.6M
4	Davis Wealth Advisors, LLC	0.85%	31,291	$1.1M
5	Oregon Pacific Wealth Management, LLC	0.21%	6,451	$226K
6	Affiance Financial, LLC	0.21%	41,937	$1.5M
7	One Wealth Advisors, LLC	0.19%	48,656	$1.7M
8	Horst & Graben Wealth Management LLC	0.18%	39,669	$1.4M
9	Sharkey, Howes & Javer	0.16%	37,712	$1.3M
10	RCS Financial Planning, LLC	0.15%	8,964	$315K
11	Wealthgarden F.S. LLC	0.12%	6,119	$215K
12	One Wealth Capital Management, LLC	0.12%	12,183	$428K
13	LifePlan Investment Advisors, Inc.	0.12%	9,873	$347K
14	Keystone Financial Services	0.11%	11,932	$419K
15	Theory Financial LLC	0.10%	9,408	$330K
16	Envestnet Portfolio Solutions, Inc.	0.10%	588,537	$20.7M
17	Lifelong Wealth Advisors, INC.	0.09%	10,827	$380K
18	SageView Advisory Group, LLC	0.08%	67,459	$2.1M
19	Hoxton Planning & Management, LLC	0.08%	8,486	$298K
20	GeoWealth Management, LLC	0.08%	70,384	$2.5M
21	LexAurum Advisors, LLC	0.08%	18,932	$665K
22	Traveka Wealth, LLC	0.08%	6,487	$228K
23	Eq LLC	0.07%	8,190	$288K
24	Navigation Group, LLC	0.06%	8,856	$311K
25	Gen-Wealth Partners Inc	0.06%	5,678	$199K

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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 73% buying: Last quarter: 101 funds were net buyers (33 opened a brand new position + 68 added to an existing one). Only 37 were sellers (21 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVUS holders?

Elite ownership — 65% AUM from top-100 funds: 14 of 130 holders are among the 100 largest funds by AUM, controlling 65% 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 — 58% entered in last year: Only 3 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.

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Ishares Tr (EVUS)

Smart Money Signals — EVUS

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +900% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~33 new funds per quarter

Mostly new holders — 58% entered in last year

Value +39% but shares only +23% — price-driven

Peak discovery — momentum slowing

Early stage — 87% of holders entered in last year

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — EVUS

Hedge Fund Ownership: EVUS

Market Analysis: EVUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVUS

Hedge Fund Positioning: EVUS

Statistics: EVUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (EVUS)

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