FLEXSHARES TR (HYGV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FLEXSHARES TR (HYGV)

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

Smart Money Signals — HYGV

Based on 97 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 HYGV 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 (96% of max)

96% of all-time peak

97 hedge funds hold HYGV 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding HYGV is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 55% buying

53 buying44 selling

Last quarter: 53 funds bought or added vs 44 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 — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 17 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 30% medium ■ 18% new

51 out of 97 hedge funds have held HYGV 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.

📊

Peak discovery — momentum slowing

16 → 15 → 17 → 11 → 16 new funds/Q

New funds entering each quarter: 15 → 17 → 11 → 16. HYGV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 18% 1-2yr ■ 27% new

Of 97 current holders: 54 (56%) 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 — 89% AUM from top-100 funds

89% from top-100 AUM funds

12 of 97 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in HYGV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	97	92	5.43%
13F Shares	23M	24M	-5.47%
Total Value	$927M	$992M	-6.55%
New Positions	16	11	+5
Increased Positions	37	43	-6
Closed Positions	11	16	-5
Reduced Positions	33	27	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

5.43%

13F Shares

23M

24M

-5.47%

Total Value

$927M

$992M

-6.55%

New Positions

Increased Positions

-6

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

97 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of HYGV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	United Bank	3.22%	241,931	$9.7M
2	HORIZON BANCORP INC /IN/	2.49%	129,425	$5K
3	Boltwood Capital Management	2.39%	233,538	$9.4M
4	EJMK Ventures LLC	1.61%	71,970	$2.9M
5	FIRST UNITED BANK & TRUST	1.39%	107,078	$4.3M
6	Granite Harbor Advisors, Inc.	0.95%	54,438	$2.2M
7	Thrive Capital Management, LLC	0.91%	103,118	$4.1M
8	Mount Lucas Management LP	0.80%	53,909	$2.2M
9	Spartan Wealth Advisory Services LLC	0.66%	187,473	$7.5M
10	REDW Wealth LLC	0.43%	26,820	$1.1M
11	Etesian Wealth Advisors, Inc.	0.38%	30,101	$1.2M
12	AlphaCentric Advisors LLC	0.32%	7,898	$316K
13	Impact Partnership Wealth, LLC	0.28%	55,638	$2.2M
14	WealthPoint Financial, LLC	0.26%	7,445	$303K
15	Quad-Cities Investment Group, LLC	0.23%	14,190	$568K
16	KERR FINANCIAL PLANNING Corp	0.19%	3,720	$151K
17	Acorn Wealth Advisors, LLC	0.12%	10,488	$420K
18	Tactive Advisors, LLC	0.09%	7,913	$317K
19	PARK NATIONAL CORP /OH/	0.09%	72,643	$2.9M
20	Envestnet Portfolio Solutions, Inc.	0.08%	346,387	$13.9M
21	Rothschild Wealth LLC	0.06%	15,400	$617K
22	STEPH & CO	0.05%	4,657	$187K
23	First Heartland Consultants, Inc.	0.05%	16,764	$672K
24	Rossmore Private Capital	0.04%	11,150	$447K
25	Stratos Wealth Advisors, LLC	0.03%	12,000	$481K

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 (HYGV)

What does the Smart Money Trend signal show for HYGV?

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

Slight buying edge — 55% buying: Last quarter: 53 funds bought or added vs 44 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 HYGV holders?

Elite ownership — 89% AUM from top-100 funds: 12 of 97 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in HYGV. 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 HYGV?

53% of holders stayed for 2+ years: 51 out of 97 hedge funds have held HYGV 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

FLEXSHARES TR (HYGV)

Smart Money Signals — HYGV

Buying streak — 1 quarter in a row

At the ownership peak (96% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 55% buying

Steady new buyers — ~16 new funds per quarter

53% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 56% of holders stayed 2+ years

Elite ownership — 89% AUM from top-100 funds

Hedge Fund Ownership: HYGV

Market Analysis: HYGV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYGV

Hedge Fund Positioning: HYGV

Statistics: HYGV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FLEXSHARES TR (HYGV)

Welcome to 13Foresight!