Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EWZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — EWZ

Based on 330 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EWZ 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
330 hedge funds hold EWZ 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 — +42% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+42% 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 — 58% buying

213 buying155 selling
Last quarter: 213 funds bought or added vs 155 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.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new EWZ position: 81 → 92 → 49 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
193 out of 330 hedge funds have held EWZ 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.
💎

Buying through price weakness — shares -3%, value -26%

Value
-26%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

65 → 81 → 92 → 49 → 74 new funds/Q
New funds entering each quarter: 81 → 92 → 49 → 74. EWZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 4% 1-2yr ■ 27% new
Of 394 current holders: 273 (69%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
21 of 330 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: EWZ

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

Market Analysis: EWZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWZ

-- --

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 7 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: EWZ
2026 Q1 Stats Unlock in 10 days 394 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 394 366 7.65%
13F Shares 352M 363M -3.04%
Total Value $11.01B $14.89B -26.04%
New Positions 77 50 +27
Increased Positions 207 226 -19
Closed Positions 55 70 -15
Reduced Positions 201 163 +38
Total Calls 50 45 11.11%
Total Puts 34 33 3.03%
PUT/CALL Ratio 0.68 0.73 Bullish

Statistics: EWZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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Institutional Holders (2026 Q1)

394 + investors

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

Top 25 institutional holders of EWZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corecam Pte. Ltd. 8.53% 512,460 $19.7M
2 Mount Lucas Management LP 7.76% 547,564 $21.0M
3 Corecam AG 7.30% 223,200 $8.6M
4 Truxt Investmentos Ltda. 7.19% 291,554 $11.2M
5 HWG Holdings LP 6.54% 655,349 $25.2M
6 Cairn Investment Group, Inc. 5.43% 284,790 $11K
7 Anthracite Investment Company, Inc. 4.75% 327,000 $9.4M
8 Trium Capital LLP 4.45% 164,457 $6.3M
9 Kiker Wealth Management, LLC 3.88% 211,575 $8.1M
10 MIO Partners, Inc. 3.73% 3,300 $12.7M
11 MIO Partners, Inc. 3.73% 3,300 $12.7M
12 Randolph Co Inc 3.19% 869,770 $33.4M
13 Whitcomb & Hess, Inc. 2.51% 280,458 $10.8M
14 Black Swift Group, LLC 2.44% 363,270 $13.9M
15 PING CAPITAL MANAGEMENT, INC. 1.95% 177,800 $6.8M
16 ARMSTRONG ADVISORY GROUP, INC 1.89% 732,490 $28.1M
17 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.74% 86,138 $3.3M
18 Pekin Hardy Strauss, Inc. 1.60% 398,900 $15.3M
19 SPX Gestao de Recursos Ltda 1.57% 493,168 $18.9M
20 CREDIT INDUSTRIEL ET COMMERCIAL 1.36% 455,000 $17.5M
21 ABBINGTON INVESTMENT GROUP 1.21% 54,324 $2.1M
22 INNEALTA CAPITAL, LLC 1.11% 46,676 $1.8M
23 ALTFEST L J & CO INC 1.07% 259,547 $10.0M
24 Avanda Investment Management Pte. Ltd. 0.92% 15,208 $581K
25 Generation Capital Management LLC 0.80% 28,580 $1.1M
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 INC (EWZ)

What does the Smart Money Trend signal show for EWZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EWZ 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 EWZ?

Slight buying edge — 58% buying: Last quarter: 213 funds bought or added vs 155 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 EWZ holders?

Strong quality — 30% AUM from major funds: 21 of 330 holders rank in the top 100 by AUM, accounting for 30% 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 EWZ?

58% of holders stayed for 2+ years: 193 out of 330 hedge funds have held EWZ 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.