Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (EZA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — EZA

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EZA 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
91 hedge funds hold EZA 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 — +36% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+36% 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 — 63% buying

56 buying33 selling
Last quarter: 56 funds were net buyers (30 opened a brand new position + 26 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new EZA position: 12 → 14 → 12 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 29% new
48 out of 91 hedge funds have held EZA 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.
🚀

Acceleration phase — new buyers rushing in

15 → 12 → 14 → 12 → 30 new funds/Q
New funds entering each quarter: 12 → 14 → 12 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 6% 1-2yr ■ 29% new
Of 98 current holders: 64 (65%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
16 of 91 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: EZA

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

Market Analysis: EZA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EZA

-- --

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EZA
2026 Q1 Stats Unlock in 10 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 73 34.25%
13F Shares 9M 6M 59.7%
Total Value $660M $378M 74.64%
New Positions 31 12 +19
Increased Positions 31 20 +11
Closed Positions 10 8 +2
Reduced Positions 25 26 -1
Total Calls 2 1 100.0%
Total Puts 7 3 133.33%
PUT/CALL Ratio 3.5 3.0 Bearish

Statistics: EZA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of EZA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tradewinds Capital Management, LLC 4.75% 352,993 $23.9M
2 Parkway Wealth Management Group, LLC 4.20% 457,516 $33.2M
3 INNEALTA CAPITAL, LLC 1.26% 29,808 $2.0M
4 St. Louis Financial Planners Asset Management, LLC 1.00% 25,989 $1.8M
5 Cobblestone Asset Management LLC 0.97% 31,968 $2.2M
6 J. Team Financial, Inc. 0.46% 6,000 $407K
7 Arrow Investment Advisors, LLC 0.43% 5,974 $405K
8 ALTFEST L J & CO INC 0.42% 58,074 $3.9M
9 Mount Lucas Management LP 0.32% 12,941 $877K
10 Providence First Trust Co 0.25% 10,424 $707K
11 Carrera Capital Advisors 0.19% 18,122 $1.2M
12 Millburn Ridgefield LLC /DE/ 0.18% 121,460 $8.2M
13 Catalyst Capital Advisors LLC 0.15% 121,460 $8.2M
14 AlphaCentric Advisors LLC 0.14% 2,043 $139K
15 WMG Financial Advisors, LLC 0.09% 3,200 $217K
16 Boltwood Capital Management 0.07% 4,100 $278K
17 STRS OHIO 0.07% 250,000 $16.9M
18 BAR HARBOR WEALTH MANAGEMENT 0.06% 16,009 $1.1M
19 GOULD ASSET MANAGEMENT LLC /CA/ 0.06% 5,035 $341K
20 HSBC HOLDINGS PLC 0.03% 865,571 $58.7M
21 SBI Securities Co., Ltd. 0.02% 9,939 $674K
22 Viewpoint Capital Management LLC 0.02% 540 $37K
23 Berbice Capital Management LLC 0.01% 300 $20K
24 LOM Asset Management Ltd 0.01% 660 $45K
25 Marex Group plc 0.01% 9,236 $400K
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 (EZA)

What does the Smart Money Trend signal show for EZA?

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

More buyers than sellers — 63% buying: Last quarter: 56 funds were net buyers (30 opened a brand new position + 26 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EZA holders?

Strong quality — 33% AUM from major funds: 16 of 91 holders rank in the top 100 by AUM, accounting for 33% 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 EZA?

53% of holders stayed for 2+ years: 48 out of 91 hedge funds have held EZA 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.