Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (ESG)

48 + Investors. Track Smart Money conviction in ESG. 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
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ESG

Based on 48 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESG 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 hedge funds hold ESG 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ESG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

20 buying17 selling
Last quarter: 20 funds bought or added vs 17 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 8 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 12% medium 27% new
29 out of 48 hedge funds have held ESG 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 — ~7 new funds/quarter

8 → 1 → 8 → 7 → 7 new funds/Q
New funds entering each quarter: 1 → 8 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 8% 1-2yr 31% new
Of 48 current holders: 29 (60%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
10 of 48 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: ESG

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

Market Analysis: ESG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESG

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ESG
2026 Q1 Stats Unlock in 13 days 48 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 45 6.67%
13F Shares 249K 275K -9.51%
Total Value $39M $42M -7.16%
New Positions 7 7 -
Increased Positions 13 9 +4
Closed Positions 4 9 -5
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESG

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Institutional Holders (2026 Q1)

48 + investors

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

Top 23 institutional holders of ESG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIRST UNITED BANK & TRUST 0.93% 18,930 $2.9M
2 Gilbert Capital Group, Inc. 0.52% 4,476 $679K
3 INTERACTIVE FINANCIAL ADVISORS, INC. 0.33% 3,337 $506K
4 Monument Group Wealth Advisors, LLC 0.20% 2,378 $361K
5 RVW Wealth, LLC 0.19% 16,049 $2.4M
6 Well Done, LLC 0.12% 5,164 $784K
7 Milestone Investment Advisors LLC 0.06% 1,763 $268K
8 FOUNDERS FINANCIAL SECURITIES LLC 0.06% 6,135 $972K
9 Dynamic Advisor Solutions LLC 0.01% 2,258 $343K
10 Sunrise Financial Services, LLC 0.01% 91 $14K
11 Wealth Enhancement Trust Services, Inc. 0.01% 392 $59K
12 Caldwell Trust Co 0.01% 395 $60K
13 CVA Family Office, LLC 0.00% 225 $34K
14 TOMPKINS FINANCIAL CORP 0.00% 217 $33K
15 Cambridge Investment Research Advisors, Inc. 0.00% 6,051
16 LPL Financial LLC 0.00% 54,963 $8.3M
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 6,084 $923K
18 DHJJ Financial Advisors, Ltd. 0.00% 21 $3K
19 Farther Finance Advisors, LLC 0.00% 293 $45K
20 IFP Advisors, Inc 0.00% 100 $15K
21 HighTower Advisors, LLC 0.00% 1,800 $273K
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 3,682 $559K
23 BESSEMER GROUP INC 0.00% 13
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 (ESG)

What does the Smart Money Trend signal show for ESG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESG 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 ESG?

Slight buying edge — 54% buying: Last quarter: 20 funds bought or added vs 17 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 ESG holders?

Strong quality — 35% AUM from major funds: 10 of 48 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 ESG?

60% of holders stayed for 2+ years: 29 out of 48 hedge funds have held ESG 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.