ISHARES TR (EPHE) is held by 28 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is State of Tennessee, Department of Treasury as of Q1 2026.

Are institutions buying or selling EPHE?

In Q1 2026, 15 institutions opened or increased positions in ISHARES TR while 11 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EPHE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold EPHE?

28 institutional investors report holding ISHARES TR (EPHE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EPHE?

As of Q1 2026, tracked institutions in ISHARES TR show 15 buyers versus 11 sellers — net inflows.

ISHARES TR

EPHE·46429B408·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(6 Elite)

$40.1M

Total Value

58% (32)

Fund Consensus

15 buying - 11 selling

Smart Money Verdict

View all

Held by 28 funds

6 elite

Who's Trading

ActivistBPBlackRock Portfolio Management LLC5.5%Jul 8, 2026

ActivistBPBlackRock Portfolio Management LLC12.1%Jun 4, 2026

ActivistBPBlackRock Portfolio Management LLC5.7%Apr 29, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
State of Tennessee, Department of Treasury	Decreased	634,267(-14.6%)	$15.7M	0.1%	-14.08%	0
BlackRock, Inc.	Increased	306,221(+160x)	$7.6M	0.0%	-5.10%	44
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	116,100	$2.9M	0.0%	-5.14%	36
HSBC HOLDINGS PLC	Increased	111,797(+9.8%)	$2.8M	0.0%	+0.80%	29
NATIXIS	Decreased	81,291(-0.6%)	$2M	0.0%	+0.14%	0
Man Group plc	New	77,681	$1.9M	0.0%	-5.14%	36
KIKorea Investment CORP	Unchanged	39,743	$986,819	0.0%	+18.47%	0
Bank of New York Mellon Corp	Increased	38,312(+24.2%)	$951,295	0.0%	-8.66%	30
Sanctuary Advisors, LLC	Increased	36,093(+3.5%)	$896,178	0.0%	-5.23%	26
BANQUE PICTET & CIE SA	Decreased	35,000(-27.1%)	$869,050	0.0%	+3.18%	0
ENVESTNET ASSET MANAGEMENT INC	New	22,469	$557,899	0.0%	-5.14%	34
UBS Group AG	Decreased	21,236(-49.5%)	$527,290	0.0%	-2.76%	0
Asset Management One Co., Ltd.	New	20,804	$516,563	0.0%	-5.14%	33
CIBC WORLD MARKET INC.	New	16,562	$411,234	0.0%	-5.14%	33
CITADEL ADVISORS LLC	New	14,526	$360,681	0.0%	-5.14%	33
MORGAN STANLEY	Increased	12,529(+103.4%)	$311,124	0.0%	-3.01%	26
Sumitomo Mitsui Trust Group, Inc.	New	9,294	$230,770	0.0%	-5.14%	32
LPL Financial LLC	Increased	9,186(+9.0%)	$228,088	0.0%	+1.13%	25
Amundi	Unchanged	8,239	$204,574	0.0%	-6.44%	0
ROYAL BANK OF CANADA	Unchanged	1,600	$40,000	0.0%	+3.18%	0