Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
45%

Smart Money Signals — SDG

Based on 102 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SDG 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
102 funds currently hold this stock — 87% of the 3.0-year high of 117 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold SDG compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

36 buying44 selling
Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 24% medium ■ 8% new
70 out of 102 hedge funds have held SDG 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 — ~8 new funds/quarter

14 → 3 → 11 → 7 → 8 new funds/Q
New funds entering each quarter: 3 → 11 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 15% newcomers

■ 71% veterans ■ 15% 1-2yr ■ 15% new
Entry-cohort mix of 102 holders: 72 (71%) are 2+ year veterans, 15 entered 1–2 years ago, and 15 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
18 of 102 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — SDG

In 2026 Q1, 36 hedge funds were net buyers of SDG (8 opened a new position, 28 added to an existing one), while 44 reduced or exited (37 trimmed, 7 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in SDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 102.

Hedge Fund Ownership: SDG

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

Market Analysis: SDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDG

-- --

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

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

Signal Freshness measures how much SDG 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 · 26d ago
SDG
nan%
SPY
nan%

SDG outperformed SPY by nan% since June 30, 2026.

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SDG
2026 Q2 Stats Unlock in 24 days 101 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 101 101 -
13F Shares 793K 783K 1.32%
Total Value $59M $63M -6.17%
New Positions 8 7 +1
Increased Positions 28 26 +2
Closed Positions 8 6 +2
Reduced Positions 37 34 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

101 + investors

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

QUARTER:
Top 25 SDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invested Advisors 0.43% 5,062 $425K
2 Investment Research Partners LLC 0.25% 7,339 $616K
3 KilterHowling LLC 0.22% 5,309 $446K
4 Beacon Bank & Trust 0.16% 9,582 $804K
5 Weil Company, Inc. 0.15% 8,162 $685K
6 Plum Street Advisors, LLC 0.15% 5,040 $423K
7 Foster Dykema Cabot & Partners, LLC 0.11% 21,421 $1.8M
8 Ameraudi Asset Management, Inc. 0.11% 2,500 $210K
9 LFA - Lugano Financial Advisors SA 0.11% 2,522 $212K
10 Warren Street Wealth Advisors, LLC 0.11% 4,992 $419K
11 Brio Consultants, LLC 0.10% 9,481 $849K
12 Regatta Capital Group, LLC 0.10% 7,740 $650K
13 Eaton Financial Holdings Company, LLC 0.10% 3,562 $299K
14 Godfrey Financial Associates, Inc. 0.08% 1,121 $94K
15 Bond & Devick Financial Network, Inc. 0.07% 3,186 $267K
16 Highland Financial Advisors, LLC 0.06% 2,724 $229K
17 Granite Bay Wealth Management, LLC 0.05% 3,000 $252K
18 Claro Advisors Inc. 0.05% 4,913 $412K
19 Cwm, LLC 0.05% 218,437 $18.3M
20 Aspiriant, LLC 0.04% 16,526 $1.4M
21 Birchbrook, INC. 0.04% 851 $71K
22 Kintra Wealth, LLC 0.03% 5,801 $487K
23 Tanglewood Legacy Advisors, LLC 0.03% 950 $80K
24 Tradition Wealth Management, LLC 0.03% 4,717 $396K
25 Halbert Hargrove Global Advisors, LLC 0.03% 6,948 $583K
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 (SDG)

What does the Smart Money Trend signal show for SDG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SDG 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 SDG?

More sellers than buyers — 45% buying: Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SDG holders?

Strong quality — 29% AUM from major funds: 18 of 102 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SDG?

69% of holders stayed for 2+ years: 70 out of 102 hedge funds have held SDG 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 (SDG) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), SDG has gained nan% vs nan% 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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