Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — IEUS

Based on 45 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 IEUS 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 — 94% of 3.0Y peak

94% of all-time peak
45 funds currently hold this stock — 94% of the 3.0-year high of 48 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IEUS is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

21 buying15 selling
Last quarter: 21 funds bought or added vs 15 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
25 out of 45 hedge funds have held IEUS 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 — ~9 new funds/quarter

12 → 2 → 5 → 5 → 9 new funds/Q
New funds entering each quarter: 2 → 5 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 13% 1-2yr ■ 29% new
Of 45 current holders: 26 (58%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
11 of 45 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: IEUS

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

Market Analysis: IEUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEUS

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IEUS
2026 Q1 Stats Unlock in 10 days 45 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 40 12.5%
13F Shares 684K 597K 14.66%
Total Value $47M $40M 16.77%
New Positions 9 5 +4
Increased Positions 12 16 -4
Closed Positions 4 6 -2
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IEUS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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 --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

45 + investors

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

Top 20 institutional holders of IEUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forum Finance Group S.A. 0.79% 27,049 $1K
2 Drum Hill Capital, LLC 0.55% 9,097 $603K
3 Cordoba Advisory Partners LLC 0.33% 18,094 $1.2M
4 Pictet North America Advisors SA 0.16% 24,321 $1.6M
5 Financial Alternatives, Inc 0.16% 4,360 $289K
6 COURIER CAPITAL LLC 0.10% 25,682 $1.7M
7 American State Bank (Iowa) 0.06% 1,010 $63K
8 Quantum Financial Advisors, LLC 0.02% 3,248 $215K
9 4Thought Financial Group Inc. 0.02% 582 $39K
10 Vontobel Holding Ltd. 0.02% 70,993 $4.7M
11 GHP Investment Advisors, Inc. 0.01% 5,157 $342K
12 Frazier Financial Advisors, LLC 0.01% 376 $25K
13 Stratos Wealth Partners, LTD. 0.01% 7,958 $528K
14 PRIVATE TRUST CO NA 0.01% 868 $58K
15 LPL Financial LLC 0.00% 55,144 $3.7M
16 Dunhill Financial, LLC 0.00% 58 $4K
17 Steward Partners Investment Advisory, LLC 0.00% 1,476 $98K
18 UBS Group AG 0.00% 41,508 $2.8M
19 Farther Finance Advisors, LLC 0.00% 289 $20K
20 DEUTSCHE BANK AG\ 0.00% 3,545 $235K
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 TR (IEUS)

What does the Smart Money Trend signal show for IEUS?

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

Slight buying edge — 58% buying: Last quarter: 21 funds bought or added vs 15 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 IEUS holders?

Strong quality — 34% AUM from major funds: 11 of 45 holders rank in the top 100 by AUM, accounting for 34% 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 IEUS?

56% of holders stayed for 2+ years: 25 out of 45 hedge funds have held IEUS 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.