Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HYGW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
28%

Smart Money Signals — HYGW

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HYGW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
73 funds currently hold this stock — 89% of the 3.0-year high of 82 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

25 buying63 selling
Last quarter: 63 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 16 → 20 → 12. 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.
🔄

Mostly new holders — 36% entered in last year

■ 16% conviction (2yr+) ■ 48% medium ■ 36% new
Only 12 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

17 → 9 → 16 → 20 → 12 new funds/Q
New funds entering each quarter: 9 → 16 → 20 → 12. A growing number of institutions are discovering HYGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 15% veterans, 47% new entrants

■ 15% veterans ■ 38% 1-2yr ■ 47% new
Of 73 current holders: 11 (15%) held 2+ years, 28 held 1–2 years, 34 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
10 of 73 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HYGW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — HYGW

In 2026 Q1, 25 hedge funds were net buyers of HYGW (12 opened a new position, 13 added to an existing one), while 63 reduced or exited (42 trimmed, 21 sold completely) — a 28% buyer ratio, indicating net institutional distribution. 42% of total institutional value in HYGW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: HYGW

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

Market Analysis: HYGW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYGW

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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
0.3
/ 10
conviction
Hedge Fund Positioning: HYGW
50 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 73 -31.51%
13F Shares 2M 5M -61.21%
Total Value $55M $126M -56.06%
New Positions 12 12 -
Increased Positions 11 13 -2
Closed Positions 35 21 +14
Reduced Positions 21 42 -21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGW

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Institutional Holders (2026 Q2)

50 + investors

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

QUARTER:
Top 25 HYGW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hennion & Walsh Asset Management, Inc. 0.64% 767,189 $22.3M
2 Qp Wealth Management, LLC 0.54% 12,910 $376K
3 Luminist Capital LLC 0.26% 7,872 $228K
4 Eaton Financial Holdings Company, LLC 0.17% 21,460 $624K
5 Fortis Group Advisors, LLC 0.11% 23,790 $692K
6 Sunrise Financial Services, LLC 0.08% 4,799 $140K
7 Detalus Advisors, LLC 0.07% 12,336 $359K
8 Vision Retirement, LLC 0.05% 7,668 $223K
9 Garde Capital, Inc. 0.05% 36,422 $1.1M
10 RiverFront Investment Group, LLC 0.05% 121,131 $3.5M
11 Prosperity Consulting Group, LLC 0.04% 32,207 $937K
12 Integrity Alliance, LLC. 0.03% 30,550 $889K
13 WealthPlan Investment Management, LLC 0.02% 15,898 $463K
14 Armstrong Advisory Group, Inc 0.02% 8,495 $247K
15 Moors & Cabot, Inc. 0.01% 11,754 $342K
16 Strategic Blueprint, LLC 0.01% 7,868 $229K
17 NewEdge Advisors, LLC 0.00% 47,346 $1.4M
18 Founders Financial Alliance, LLC 0.00% 974 $28K
19 Mather Group, LLC. 0.00% 13,477 $392K
20 IFG Advisory, LLC 0.00% 2,603 $76K
21 Cetera Investment Advisers 0.00% 84,690 $2.5M
22 Steward Partners Investment Advisory, LLC 0.00% 11,263 $328K
23 LPL Financial LLC 0.00% 185,074 $5.4M
24 Private Advisor Group, LLC 0.00% 8,797 $256K
25 Transamerica Financial Advisors, LLC 0.00% 396 $12K
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 (HYGW)

What does the Smart Money Trend signal show for HYGW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYGW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HYGW?

Heavy selling pressure — only 28% buying: Last quarter: 63 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HYGW holders?

Elite ownership — 42% AUM from top-100 funds: 10 of 73 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HYGW. 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 HYGW?

Mostly new holders — 36% entered in last year: Only 12 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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