Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EWM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — EWM

Based on 78 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EWM 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
78 hedge funds hold EWM 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

47 buying27 selling
Last quarter: 47 funds were net buyers (22 opened a brand new position + 25 added to an existing one). Only 27 were sellers (15 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new EWM position: 12 → 14 → 13 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 15% medium ■ 26% new
46 out of 78 hedge funds have held EWM 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.
📈

Growing discovery — still being found

14 → 12 → 14 → 13 → 22 new funds/Q
New funds entering each quarter: 12 → 14 → 13 → 22. A growing number of institutions are discovering EWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 5% 1-2yr ■ 31% new
Of 78 current holders: 50 (64%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
15 of 78 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — EWM

In 2025 Q4, 47 hedge funds were net buyers of EWM (22 opened a new position, 25 added to an existing one), while 27 reduced or exited (15 trimmed, 12 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in EWM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: EWM

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

Market Analysis: EWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWM

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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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: EWM
2026 Q1 Stats Unlock in 8 days 78 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 78 68 14.71%
13F Shares 10M 9M 4.18%
Total Value $267M $239M 11.8%
New Positions 22 13 +9
Increased Positions 25 21 +4
Closed Positions 12 9 +3
Reduced Positions 15 17 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EWM

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Institutional Holders (2026 Q1)

78 + investors

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

Top 25 institutional holders of EWM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cairn Investment Group, Inc. 3.73% 263,785 $7K
2 Whitcomb & Hess, Inc. 2.45% 369,421 $10.5M
3 Carrera Capital Advisors 1.40% 319,496 $9.1M
4 Mount Lucas Management LP 0.38% 36,137 $1.0M
5 First Growth Capital LLC 0.34% 12,975 $372K
6 AlphaCentric Advisors LLC 0.16% 5,704 $162K
7 INNEALTA CAPITAL, LLC 0.16% 8,792 $250K
8 Millburn Ridgefield LLC /DE/ 0.13% 216,707 $6.2M
9 CASTLEKEEP INVESTMENT ADVISORS LLC 0.12% 8,096 $230K
10 Congress Park Capital LLC 0.12% 13,550 $385K
11 Catalyst Capital Advisors LLC 0.11% 216,707 $6.2M
12 USS Investment Management Ltd 0.11% 956,978 $27.2M
13 OPPENHEIMER & CO INC 0.04% 104,264 $3.0M
14 Stelac Advisory Services LLC 0.02% 4,100 $116K
15 MEEDER ASSET MANAGEMENT INC 0.01% 8,454 $240K
16 Sigma Planning Corp 0.01% 17,353 $493K
17 SBI Securities Co., Ltd. 0.01% 16,764 $476K
18 BANQUE PICTET & CIE SA 0.01% 40,000 $1.1M
19 Pacifica Partners Inc. 0.00% 500 $14K
20 BOCHK Asset Management Ltd 0.00% 800 $23K
21 Ashton Thomas Private Wealth, LLC 0.00% 4,194 $119K
22 CITIGROUP INC 0.00% 226,399 $6.4M
23 UBS Group AG 0.00% 374,295 $10.6M
24 Eukles Asset Management 0.00% 88 $2K
25 IFP Advisors, Inc 0.00% 1,641 $47K
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 INC (EWM)

What does the Smart Money Trend signal show for EWM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EWM 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 EWM?

More buyers than sellers — 64% buying: Last quarter: 47 funds were net buyers (22 opened a brand new position + 25 added to an existing one). Only 27 were sellers (15 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EWM holders?

Strong quality — 23% AUM from major funds: 15 of 78 holders rank in the top 100 by AUM, accounting for 23% 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 EWM?

59% of holders stayed for 2+ years: 46 out of 78 hedge funds have held EWM 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.