Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ESGD)

728 + 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
↑ +32
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — ESGD

Based on 743 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
743 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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 55% buying

348 buying286 selling
Last quarter: 348 funds bought or added vs 286 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.
⚠️

Fewer new buyers each quarter (-36 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 76 → 53 → 111 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
440 out of 743 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

50 → 76 → 53 → 111 → 75 new funds/Q
New funds entering each quarter: 76 → 53 → 111 → 75. A growing number of institutions are discovering ESGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 743 holders: 457 (62%) are 2+ year veterans, 95 entered 1–2 years ago, and 191 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
34 of 743 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2026 Q1, 348 hedge funds were net buyers of ESGD (75 opened a new position, 273 added to an existing one), while 286 reduced or exited (243 trimmed, 43 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in ESGD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 743.

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

-- --

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

Is It Too Late to Buy Ishares Tr (ESGD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ESGD has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
ESGD
+4.8%
SPY
+3.4%

ESGD outperformed SPY by +1.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
ESGD
+0.0%
SPY
+0.0%

Since the filing became public, ESGD outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 8 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: ESGD
2026 Q2 Stats Unlock in 5 days 728 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 728 710 2.54%
13F Shares 79M 89M -10.77%
Total Value $6.96B $8.47B -17.91%
New Positions 70 111 -41
Increased Positions 271 295 -24
Closed Positions 52 35 +17
Reduced Positions 237 200 +37
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

728 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ESGD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FinArc Investments, Inc. 17.35% 186,142 $19.1M
2 IMPACTfolio, LLC 16.66% 430,343 $44.2M
3 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 15.40% 775,300 $79.7M
4 Stanich Group LLC 15.08% 232,994 $24.0M
5 Forefront Analytics, LLC 11.65% 104,247 $10.7M
6 Bond & Devick Financial Network, Inc. 8.78% 346,929 $35.7M
7 Impact Investors, Inc 8.31% 110,574 $11.4M
8 Xena Financial Planning, LLC 7.41% 75,138 $7.7M
9 High Note Wealth, LLC 5.49% 313,173 $32.2M
10 Shira Ridge Wealth Management 4.85% 135,088 $13.9M
11 Windsor Capital Management, LLC 4.75% 177,687 $18.3M
12 Spinnaker Trust 4.53% 907,376 $93.3M
13 Laurel Wealth Planning LLC 4.06% 89,199 $9.2M
14 Ellevest, Inc. 2.86% 519,661 $24.3M
15 Wealth Advisory Team LLC 2.81% 33,679 $3.5M
16 Pine Haven Investment Counsel, Inc 2.77% 40,132 $4.1M
17 Sincerus Advisory, LLC 2.55% 36,579 $3.8M
18 Hamrick Investment Counsel, llc 2.45% 35,948 $3.7M
19 Roof Eidam Maycock Peralta, LLC 2.29% 113,018 $11.6M
20 Centennial Bank/AR/ 2.25% 67,925 $7.0M
21 True Blue Financial, LLC 2.17% 50,024 $5.1M
22 Silver Oak Wealth Advisors Services, LLC 2.17% 35,222 $3.6M
23 TIAA Wealth Investment Management LLC 2.02% 2,950,589 $302.4M
24 Wrapmanager Inc 1.97% 61,081 $6.3M
25 Blue Sky Capital Consultants Group, Inc. 1.95% 44,311 $4.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 55% buying: Last quarter: 348 funds bought or added vs 286 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 ESGD holders?

Elite ownership — 50% AUM from top-100 funds: 34 of 743 holders are among the 100 largest funds by AUM, controlling 50% 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?

59% of holders stayed for 2+ years: 440 out of 743 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.

Is it too late to buy Ishares Tr (ESGD) following the 2026 Q2 hedge fund 13F filings?

As of today, ESGD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ESGD has gained +4.8% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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