Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (EZA)

92 + 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
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — EZA

Based on 94 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
94 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 — +38% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+38% 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 sellers than buyers — 45% buying

44 buying54 selling
Last quarter: 54 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 31 → 24 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
55 out of 94 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.
➡️

Steady discovery — ~19 new funds/quarter

15 → 13 → 31 → 24 → 19 new funds/Q
New funds entering each quarter: 13 → 31 → 24 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 8% 1-2yr ■ 22% new
Entry-cohort mix of 98 holders: 68 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 22 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
26 of 92 holders rank in the top 100 by AUM, accounting for 35% 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.

Institutional Sentiment Summary — EZA

In 2026 Q2, 44 hedge funds were net buyers of EZA (19 opened a new position, 25 added to an existing one), while 54 reduced or exited (35 trimmed, 19 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in EZA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 94.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EZA
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 94 -2.13%
13F Shares 7M 8M -16.45%
Total Value $432M $567M -23.81%
New Positions 19 24 -5
Increased Positions 24 31 -7
Closed Positions 19 23 -4
Reduced Positions 34 25 +9
Total Calls 4 4 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 0.75 Bullish

Statistics: EZA

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Institutional Holders (2026 Q2)

92 + investors

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

QUARTER:
Top 25 EZA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Private Wealth Advisors, LLC 1.27% 78,342 $5.0M
2 Moneda S.A. Administradora General de Fondos 1.17% 22,579 $1.4M
3 Innealta Capital, LLC 1.01% 29,808 $1.9M
4 Dymon Asia Capital (singapore) PTE. LTD. 0.63% 240,000 $15.2M
5 Cobblestone Asset Management LLC 0.53% 20,245 $1.3M
6 State of Tennessee, Department of Treasury 0.48% 2,579,219 $163.0M
7 J. Team Financial, Inc. 0.42% 6,800 $430K
8 Arrow Investment Advisors, LLC 0.37% 6,010 $380K
9 Roan Capital Partners 0.28% 5,350 $338K
10 Mount Lucas Management LP 0.25% 11,206 $708K
11 Carrera Capital Advisors 0.17% 17,911 $1.1M
12 Millburn Ridgefield LLC /DE/ 0.17% 139,182 $8.8M
13 Catalyst Capital Advisors LLC 0.15% 139,182 $8.8M
14 Jordan Park Group LLC 0.11% 34,848 $2.2M
15 Sepio Capital, LP 0.10% 32,208 $2.0M
16 AlphaCentric Advisors LLC 0.09% 1,767 $112K
17 State of Wyoming 0.09% 13,540 $856K
18 One Capital Management, LLC 0.08% 40,505 $2.7M
19 WMG Financial Advisors, LLC 0.08% 3,200 $202K
20 Boltwood Capital Management 0.06% 4,350 $275K
21 Strs Ohio 0.06% 250,000 $15.8M
22 Bar Harbor Wealth Management 0.05% 16,009 $1.0M
23 Gould Asset Management LLC /Ca/ 0.05% 5,035 $318K
24 Old Mission Capital LLC 0.04% 38,664 $2.4M
25 Banco Bilbao Vizcaya Argentaria, S.A. 0.03% 75,156 $4.7M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EZA?

More sellers than buyers — 45% buying: Last quarter: 54 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EZA holders?

Strong quality — 35% AUM from major funds: 26 of 92 holders rank in the top 100 by AUM, accounting for 35% 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?

59% of holders stayed for 2+ years: 55 out of 94 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.

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