ISHARES TR (ESGD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (ESGD)

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

Smart Money Signals — ESGD

Based on 665 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 ESGD 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

665 hedge funds hold ESGD 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 — +19% more funds vs a year ago

fund count last 6Q

+104 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

385 buying220 selling

Last quarter: 385 funds were net buyers (100 opened a brand new position + 285 added to an existing one). Only 220 were sellers (188 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter

Funds opening a new ESGD position: 47 → 64 → 48 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new

416 out of 665 hedge funds have held ESGD 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.

📈

Growing discovery — still being found

51 → 47 → 64 → 48 → 100 new funds/Q

New funds entering each quarter: 47 → 64 → 48 → 100. A growing number of institutions are discovering ESGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new

Of 665 current holders: 426 (64%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds

28 of 665 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ESGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	665	597	11.39%
13F Shares	88M	84M	5.2%
Total Value	$8.37B	$7.77B	7.73%
New Positions	100	48	+52
Increased Positions	285	250	+35
Closed Positions	32	48	-16
Reduced Positions	188	174	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

665

597

11.39%

13F Shares

88M

84M

5.2%

Total Value

$8.37B

$7.77B

7.73%

New Positions

100

+52

Increased Positions

285

250

+35

Closed Positions

-16

Reduced Positions

188

174

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

665 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of ESGD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	IMPACTfolio, LLC	17.07%	420,121	$40.2M
2	Stanich Group LLC	15.96%	219,010	$20.9M
3	Bond & Devick Financial Network, Inc.	8.96%	335,830	$32.1M
4	Impact Investors, Inc	7.84%	118,110	$11.3M
5	Xena Financial Planning, LLC	7.11%	65,857	$6.3M
6	SPINNAKER TRUST	5.55%	1,047,931	$100.2M
7	Shira Ridge Wealth Management	5.16%	136,330	$13.0M
8	Windsor Capital Management, LLC	4.74%	175,739	$16.8M
9	Laurel Wealth Planning LLC	4.67%	92,595	$8.9M
10	Pine Haven Investment Counsel, Inc	2.69%	38,286	$3.7M
11	Sincerus Advisory, LLC	2.60%	35,918	$3.4M
12	Hamrick Investment Counsel, llc	2.22%	31,453	$3.0M
13	SILVER OAK WEALTH ADVISORS SERVICES, LLC	2.17%	34,944	$3.3M
14	Midwest Financial Partners Investments, Inc.	2.14%	42,132	$4.0M
15	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	2.06%	41,038	$3.9M
16	HILLTOP WEALTH ADVISORS, LLC	2.04%	35,675	$3.4M
17	Blue Sky Capital Consultants Group, Inc.	1.95%	42,661	$4.1M
18	TRUE BLUE FINANCIAL, LLC	1.92%	25,479	$2.4M
19	Decker Retirement Planning Inc.	1.70%	39,259	$3.8M
20	Baron Financial Group, LLC	1.65%	32,090	$3.1M
21	eCIO, Inc.	1.63%	38,746	$3.7M
22	Mascoma Wealth Management LLC	1.45%	73,149	$7.0M
23	Madrid Wealth Management, LLC	1.36%	18,876	$1.8M
24	Aureum Wealth Management, LLC	1.36%	20,454	$2.0M
25	Torren Management, LLC	1.29%	27,058	$2.6M

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 (ESGD)

What does the Smart Money Trend signal show for ESGD?

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

More buyers than sellers — 64% buying: Last quarter: 385 funds were net buyers (100 opened a brand new position + 285 added to an existing one). Only 220 were sellers (188 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ESGD holders?

Elite ownership — 47% AUM from top-100 funds: 28 of 665 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ESGD. 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 ESGD?

63% of holders stayed for 2+ years: 416 out of 665 hedge funds have held ESGD 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.

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ISHARES TR (ESGD)

Smart Money Signals — ESGD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+52 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 47% AUM from top-100 funds

Hedge Fund Ownership: ESGD

Market Analysis: ESGD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ESGD

Hedge Fund Positioning: ESGD

Statistics: ESGD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (ESGD)

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