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
→ 0
Streak
1Q —
Buyers last Q
44%

Smart Money Signals — SDG

Based on 101 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
101 funds currently hold this stock — 86% 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 — 7% fewer funds vs a year ago

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

More sellers than buyers — 44% buying

36 buying45 selling
Last quarter: 45 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 24% medium ■ 8% new
69 out of 101 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.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 15% 1-2yr ■ 15% new
Of 101 current holders: 71 (70%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
18 of 101 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 45 reduced or exited (37 trimmed, 8 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in SDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 101.

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 Q1 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 March 31, 2026 · 70d ago
SDG
+20.4%
SPY
+13.7%

SDG outperformed SPY by +6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
SDG
-0.5%
SPY
+0.0%

Since the filing became public, SDG outperformed SPY by -0.5% .

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
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

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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 institutional holders of SDG — 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 FLOW TRADERS U.S. LLC 0.13% 48,517 $4K
8 FOSTER DYKEMA CABOT & PARTNERS, LLC 0.11% 21,421 $1.8M
9 Ameraudi Asset Management, Inc. 0.11% 2,500 $210K
10 LFA - Lugano Financial Advisors SA 0.11% 2,522 $212K
11 Warren Street Wealth Advisors, LLC 0.11% 4,992 $419K
12 Brio Consultants, LLC 0.10% 9,481 $849K
13 REGATTA CAPITAL GROUP, LLC 0.10% 7,740 $650K
14 Eaton Financial Holdings Company, LLC 0.10% 3,562 $299K
15 Godfrey Financial Associates, Inc. 0.08% 1,121 $94K
16 Bond & Devick Financial Network, Inc. 0.07% 3,186 $267K
17 Highland Financial Advisors, LLC 0.06% 2,724 $229K
18 Granite Bay Wealth Management, LLC 0.05% 3,000 $252K
19 Claro Advisors Inc. 0.05% 4,913 $412K
20 CWM, LLC 0.05% 218,437 $18.3M
21 ASPIRIANT, LLC 0.04% 16,526 $1.4M
22 BIRCHBROOK, INC. 0.04% 851 $71K
23 KINTRA WEALTH, LLC 0.03% 5,801 $487K
24 Tanglewood Legacy Advisors, LLC 0.03% 950 $80K
25 Tradition Wealth Management, LLC 0.03% 4,717 $396K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SDG?

More sellers than buyers — 44% buying: Last quarter: 45 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 101 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?

68% of holders stayed for 2+ years: 69 out of 101 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 Q1 hedge fund 13F filings?

As of today, SDG has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), SDG has gained +20.4% vs +13.7% 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.

Full history →