Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (NFRA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — NFRA

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (97% of max)

97% of all-time peak
110 hedge funds hold NFRA 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 — +5% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

58 buying42 selling
Last quarter: 58 funds bought or added vs 42 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 12 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
65 out of 110 hedge funds have held NFRA 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 — ~17 new funds/quarter

22 → 22 → 12 → 17 → 17 new funds/Q
New funds entering each quarter: 22 → 12 → 17 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 9% 1-2yr ■ 32% new
Of 110 current holders: 65 (59%) 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 — 86% AUM from top-100 funds

86% from top-100 AUM funds
14 of 110 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in NFRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — NFRA

In 2025 Q4, 58 hedge funds were net buyers of NFRA (17 opened a new position, 41 added to an existing one), while 42 reduced or exited (24 trimmed, 18 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 86% of total institutional value in NFRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 110.

Hedge Fund Ownership: NFRA

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

Market Analysis: NFRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NFRA

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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.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: NFRA
2026 Q1 Stats Unlock in 8 days 110 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 111 -0.9%
13F Shares 42M 42M 1.44%
Total Value $2.56B $2.62B -2.45%
New Positions 17 17 -
Increased Positions 41 37 +4
Closed Positions 18 13 +5
Reduced Positions 24 24 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NFRA

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Institutional Holders (2026 Q1)

110 + investors

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

Top 25 institutional holders of NFRA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alaska Wealth Advisors, LLC 6.23% 811,403 $51.9M
2 Alaska Permanent Capital Management, LLC 5.94% 1,337,142 $84.7M
3 United Bank 3.91% 183,778 $11.8M
4 Cornerstone National Bank & Trust Co 2.77% 117,596 $7.5M
5 Austin Wealth Management, LLC 1.50% 103,055 $6.6M
6 Boltwood Capital Management 1.36% 83,619 $5.3M
7 STEPH & CO 1.16% 63,688 $4.1M
8 CERTUITY, LLC 1.14% 271,415 $17.4M
9 NBT BANK N A /NY 0.48% 113,705 $7.3M
10 ORBA Wealth Advisors, L.L.C. 0.36% 4,700 $301K
11 Brio Consultants, LLC 0.32% 39,941 $2.6M
12 Endowment Wealth Management, Inc. 0.28% 9,890 $632K
13 SEVEN MILE ADVISORY 0.19% 4,210 $269K
14 REDW Wealth LLC 0.18% 7,199 $460K
15 ALTFEST L J & CO INC 0.16% 23,639 $1.5M
16 CX Institutional 0.16% 79,723 $5K
17 Rossby Financial, LCC 0.15% 11,138 $712K
18 FIDUCIENT ADVISORS LLC 0.14% 16,821 $1.1M
19 Granite Harbor Advisors, Inc. 0.09% 3,226 $206K
20 PARK NATIONAL CORP /OH/ 0.09% 45,470 $2.9M
21 Grove Bank & Trust 0.09% 11,915 $762K
22 Redwood Park Advisors LLC 0.09% 2,006 $128K
23 First PREMIER Bank 0.05% 3,666 —
24 HIGHLINE WEALTH PARTNERS LLC 0.05% 3,078 $197K
25 SIMON QUICK ADVISORS, LLC 0.04% 14,594 $933K
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 (NFRA)

What does the Smart Money Trend signal show for NFRA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NFRA 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 NFRA?

Slight buying edge — 58% buying: Last quarter: 58 funds bought or added vs 42 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 NFRA holders?

Elite ownership — 86% AUM from top-100 funds: 14 of 110 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in NFRA. 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 NFRA?

59% of holders stayed for 2+ years: 65 out of 110 hedge funds have held NFRA 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.