Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (ESG)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ESG

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESG 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
56 hedge funds hold ESG 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

22 buying19 selling
Last quarter: 22 funds bought or added vs 19 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: 8 → 7 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 18% medium 25% new
32 out of 56 hedge funds have held ESG 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

9 → 8 → 7 → 9 → 9 new funds/Q
New funds entering each quarter: 8 → 7 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 34% newcomers

61% veterans 5% 1-2yr 34% new
Entry-cohort mix of 56 holders: 34 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 19 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
12 of 56 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — ESG

In 2026 Q2, 22 hedge funds were net buyers of ESG (9 opened a new position, 13 added to an existing one), while 19 reduced or exited (16 trimmed, 3 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 38% of total institutional value in ESG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: ESG

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

Market Analysis: ESG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESG

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ESG
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 50 12.0%
13F Shares 291K 313K -6.92%
Total Value $43M $42M 3.54%
New Positions 9 9 -
Increased Positions 13 13 -
Closed Positions 3 10 -7
Reduced Positions 16 12 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
Top 25 ESG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First United Bank & Trust 0.87% 17,299 $3.0M
2 Gilbert Capital Group, Inc. 0.53% 4,295 $755K
3 SGL Investment Advisors, Inc. 0.43% 6,827 $1.2M
4 Curry Webb Wealth Management LLC 0.33% 4,480 $787K
5 Roof Eidam Maycock Peralta, LLC 0.31% 9,034 $1.6M
6 Interactive Financial Advisors, INC. 0.29% 2,702 $469K
7 RVW Wealth, LLC 0.19% 16,058 $2.8M
8 Well Done, LLC 0.12% 5,164 $908K
9 Empire Financial Management Company, LLC 0.10% 1,474 $259K
10 Values Added Financial LLC 0.08% 1,270 $223K
11 NovaPoint Capital, LLC 0.08% 2,073 $364K
12 Milestone Investment Advisors LLC 0.07% 1,743 $306K
13 Founders Financial Securities LLC 0.06% 6,155 $1.1M
14 Go Invest LLC 0.02% 391 $69K
15 Parallel Advisors, LLC 0.01% 4,477 $787K
16 Horizon Investments, LLC 0.01% 6,155 $1.1M
17 Dynamic Advisor Solutions LLC 0.01% 2,287 $402K
18 Great Valley Advisor Group, INC. 0.01% 4,000 $703K
19 Sunrise Financial Services, LLC 0.01% 91 $16K
20 Wealth Enhancement Trust Services, Inc. 0.01% 392 $62K
21 Caldwell Trust Co 0.01% 395 $69K
22 Advisory Services Network, LLC 0.00% 2,038 $358K
23 CVA Family Office, LLC 0.00% 225 $40K
24 Tompkins Financial Corp 0.00% 217 $38K
25 Global Retirement Partners, LLC 0.00% 950 $167K
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 — Flexshares Tr (ESG)

What does the Smart Money Trend signal show for ESG?

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

Slight buying edge — 54% buying: Last quarter: 22 funds bought or added vs 19 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 ESG holders?

Strong quality — 38% AUM from major funds: 12 of 56 holders rank in the top 100 by AUM, accounting for 38% 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 ESG?

57% of holders stayed for 2+ years: 32 out of 56 hedge funds have held ESG 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.

Full history →