Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SDG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — SDG

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SDG 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 — 85% of 3.0Y peak

85% of all-time peak
100 funds currently hold this stock — 85% of the 3.0-year high of 118 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SDG is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

35 buying40 selling
Last quarter: 40 funds reduced or exited vs 35 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 8 → 9. 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+) 20% medium 11% new
69 out of 100 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 — ~9 new funds/quarter

3 → 11 → 7 → 8 → 9 new funds/Q
New funds entering each quarter: 11 → 7 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 13% newcomers

70% veterans 17% 1-2yr 13% new
Entry-cohort mix of 100 holders: 70 (70%) are 2+ year veterans, 17 entered 1–2 years ago, and 13 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 100 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 Q2, 35 hedge funds were net buyers of SDG (9 opened a new position, 26 added to an existing one), while 40 reduced or exited (29 trimmed, 11 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in SDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 100.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SDG
100 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 102 -1.96%
13F Shares 555K 793K -30.07%
Total Value $46M $59M -23.17%
New Positions 9 8 +1
Increased Positions 26 28 -2
Closed Positions 11 7 +4
Reduced Positions 29 37 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDG

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Institutional Holders (2026 Q2)

100 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invested Advisors 0.36% 4,526 $405K
2 KilterHowling LLC 0.21% 5,295 $474K
3 Investment Research Partners LLC 0.21% 7,003 $626K
4 South Shore Capital Advisors 0.21% 3,487 $312K
5 Avail Investment Partners, LLC 0.17% 2,477 $222K
6 Beacon Bank & Trust 0.16% 9,419 $842K
7 Plum Street Advisors, LLC 0.14% 5,040 $451K
8 LFA - Lugano Financial Advisors SA 0.14% 2,522 $226K
9 Weil Company, Inc. 0.12% 7,587 $678K
10 Foster Dykema Cabot & Partners, LLC 0.11% 21,421 $1.9M
11 Tolleson Wealth Management, Inc. 0.11% 8,980 $754K
12 Ameraudi Asset Management, Inc. 0.10% 2,500 $224K
13 Brio Consultants, LLC 0.10% 9,592 $858K
14 Warren Street Wealth Advisors, LLC 0.10% 4,990 $446K
15 Regatta Capital Group, LLC 0.10% 7,919 $708K
16 Eaton Financial Holdings Company, LLC 0.09% 3,589 $321K
17 Godfrey Financial Associates, Inc. 0.08% 1,123 $100K
18 Bond & Devick Financial Network, Inc. 0.07% 3,203 $286K
19 Basso Capital Management, L.P. 0.05% 2,500 $224K
20 Aspiriant, LLC 0.04% 16,047 $1.4M
21 Birchbrook, INC. 0.03% 819 $73K
22 Tanglewood Legacy Advisors, LLC 0.03% 950 $85K
23 Halbert Hargrove Global Advisors, LLC 0.03% 6,979 $624K
24 Kintra Wealth, LLC 0.03% 5,580 $513K
25 Tradition Wealth Management, LLC 0.03% 4,706 $421K
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?

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

More sellers than buyers — 47% buying: Last quarter: 40 funds reduced or exited vs 35 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 — 35% AUM from major funds: 18 of 100 holders rank in the top 100 by AUM, accounting for 35% 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: 69 out of 100 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.

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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