Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EWN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — EWN

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EWN 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
66 funds currently hold this stock — 81% of the 3.0-year high of 81 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 59% buying

34 buying24 selling
Last quarter: 34 funds bought or added vs 24 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 6 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 27% medium ■ 15% new
38 out of 66 hedge funds have held EWN 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

12 → 16 → 6 → 13 → 17 new funds/Q
New funds entering each quarter: 16 → 6 → 13 → 17. A growing number of institutions are discovering EWN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 22% newcomers

■ 72% veterans ■ 6% 1-2yr ■ 22% new
Entry-cohort mix of 67 holders: 48 (72%) are 2+ year veterans, 4 entered 1–2 years ago, and 15 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
18 of 65 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in EWN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — EWN

In 2026 Q1, 34 hedge funds were net buyers of EWN (17 opened a new position, 17 added to an existing one), while 24 reduced or exited (14 trimmed, 10 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 73% of total institutional value in EWN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: EWN

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

Market Analysis: EWN

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWN

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EWN
2026 Q2 Stats Unlock in 3 days 66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 58 13.79%
13F Shares 4M 3M 44.09%
Total Value $253M $168M 50.88%
New Positions 17 13 +4
Increased Positions 17 14 +3
Closed Positions 9 9 -
Reduced Positions 14 16 -2
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: EWN

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Institutional Holders (2026 Q2)

66 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EWN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 1.87% 164,597 $11.2M
2 Osborne Partners Capital Management, LLC 1.53% 392,552 $27.6M
3 Vertex Investment Solutions Co., Ltd. 1.19% 25,300 $1.8M
4 Innealta Capital, LLC 0.69% 18,392 $1.3M
5 Idaho Trust Co 0.53% 25,978 $1.8M
6 Mount Lucas Management LP 0.36% 14,226 $1.0M
7 Virtus Family Office LLC 0.32% 5,731 $403K
8 Viewpoint Capital Management LLC 0.21% 5,872 $413K
9 Tiemann Investment Advisors, LLC 0.20% 8,025 $564K
10 Ackerman Asset Management, LLC 0.19% 4,470 $314K
11 AlphaCentric Advisors LLC 0.14% 2,276 $160K
12 Hilltop Holdings Inc. 0.13% 24,645 $1.7M
13 Outlook Wealth Advisors, LLC 0.11% 6,889 $486K
14 Lunt Capital Management, Inc. 0.10% 3,884 $273K
15 Sunpointe, LLC 0.08% 3,761 $265K
16 Boltwood Capital Management 0.07% 4,150 $292K
17 Meeder Asset Management Inc 0.04% 10,030 $706K
18 Lido Advisors, LLC 0.04% 187,791 $13.2M
19 Quantbot Technologies LP 0.03% 11,666 $821K
20 Zacks Investment Management 0.02% 36,317 $2.6M
21 Lyell Wealth Management, LP 0.02% 3,990 $281K
22 Avestar Capital, LLC 0.02% 3,949 $278K
23 Integrated Wealth Concepts LLC 0.01% 27,597 $1.9M
24 Blueline Advisors LLC 0.01% 313 $12K
25 Breakwater Investment Management 0.01% 275 $19K
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 (EWN)

What does the Smart Money Trend signal show for EWN?

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

Slight buying edge — 59% buying: Last quarter: 34 funds bought or added vs 24 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 EWN holders?

Elite ownership — 73% AUM from top-100 funds: 18 of 65 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in EWN. 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 EWN?

58% of holders stayed for 2+ years: 38 out of 66 hedge funds have held EWN 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.

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