Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ESGD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +68
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — ESGD

Based on 665 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 ESGD 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
665 hedge funds hold ESGD 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 — +19% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

385 buying220 selling
Last quarter: 385 funds were net buyers (100 opened a brand new position + 285 added to an existing one). Only 220 were sellers (188 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter
Funds opening a new ESGD position: 47 → 64 → 48 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new
416 out of 665 hedge funds have held ESGD 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.
📈

Growing discovery — still being found

51 → 47 → 64 → 48 → 100 new funds/Q
New funds entering each quarter: 47 → 64 → 48 → 100. A growing number of institutions are discovering ESGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Of 665 current holders: 426 (64%) 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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
28 of 665 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ESGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ESGD

In 2025 Q4, 385 hedge funds were net buyers of ESGD (100 opened a new position, 285 added to an existing one), while 220 reduced or exited (188 trimmed, 32 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 47% of total institutional value in ESGD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +68 funds (more new holders than closures). Total institutional holders: 665.

Hedge Fund Ownership: ESGD

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

Market Analysis: ESGD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGD

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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.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: ESGD
2026 Q1 Stats Unlock in 6 days 665 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 665 597 11.39%
13F Shares 88M 84M 5.2%
Total Value $8.37B $7.77B 7.73%
New Positions 100 48 +52
Increased Positions 285 250 +35
Closed Positions 32 48 -16
Reduced Positions 188 174 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGD

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Institutional Holders (2026 Q1)

665 + investors

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

Top 25 institutional holders of ESGD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forefront Analytics, LLC 22.13% 254,427 $24.3M
2 IMPACTfolio, LLC 17.07% 420,121 $40.2M
3 Stanich Group LLC 15.96% 219,010 $20.9M
4 Olde Wealth Management, LLC 12.81% 423,213 $40K
5 LFA - Lugano Financial Advisors SA 11.16% 229,552 $21.9M
6 Bond & Devick Financial Network, Inc. 8.96% 335,830 $32.1M
7 Impact Investors, Inc 7.84% 118,110 $11.3M
8 Xena Financial Planning, LLC 7.11% 65,857 $6.3M
9 High Note Wealth, LLC 5.91% 314,519 $30.1M
10 SPINNAKER TRUST 5.55% 1,047,931 $100.2M
11 Shira Ridge Wealth Management 5.16% 136,330 $13.0M
12 Windsor Capital Management, LLC 4.74% 175,739 $16.8M
13 Laurel Wealth Planning LLC 4.67% 92,595 $8.9M
14 Balanced Rock Investment Advisors LLC 3.02% 45,062 $4.3M
15 Ellevest, Inc. 2.87% 215,582 $20.6M
16 Pine Haven Investment Counsel, Inc 2.69% 38,286 $3.7M
17 Sincerus Advisory, LLC 2.60% 35,918 $3.4M
18 Hamrick Investment Counsel, llc 2.22% 31,453 $3.0M
19 Centennial Bank/AR/ 2.22% 64,800 $6.2M
20 SILVER OAK WEALTH ADVISORS SERVICES, LLC 2.17% 34,944 $3.3M
21 Midwest Financial Partners Investments, Inc. 2.14% 42,132 $4.0M
22 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2.06% 41,038 $3.9M
23 HILLTOP WEALTH ADVISORS, LLC 2.04% 35,675 $3.4M
24 TIAA Wealth Investment Management LLC 2.03% 2,874,555 $266.1M
25 WRAPMANAGER INC 2.01% 60,417 $5.8M
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 (ESGD)

What does the Smart Money Trend signal show for ESGD?

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

More buyers than sellers — 64% buying: Last quarter: 385 funds were net buyers (100 opened a brand new position + 285 added to an existing one). Only 220 were sellers (188 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ESGD holders?

Elite ownership — 47% AUM from top-100 funds: 28 of 665 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ESGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ESGD?

63% of holders stayed for 2+ years: 416 out of 665 hedge funds have held ESGD 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.