Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES INC (ESGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — ESGE

Based on 538 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 ESGE 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
538 hedge funds hold ESGE 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 — +14% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

304 buying212 selling
Last quarter: 304 funds bought or added vs 212 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.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new ESGE position: 41 → 63 → 45 → 87. 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+) ■ 19% medium ■ 17% new
341 out of 538 hedge funds have held ESGE 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

53 → 41 → 63 → 45 → 87 new funds/Q
New funds entering each quarter: 41 → 63 → 45 → 87. A growing number of institutions are discovering ESGE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 538 current holders: 349 (65%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
25 of 538 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ESGE. 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.

Hedge Fund Ownership: ESGE

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

Market Analysis: ESGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGE

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 3 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ESGE
2026 Q1 Stats Unlock in 21 days 538 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 538 490 9.8%
13F Shares 90M 87M 3.44%
Total Value $3.97B $3.77B 5.45%
New Positions 87 45 +42
Increased Positions 217 179 +38
Closed Positions 39 51 -12
Reduced Positions 173 183 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGE

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Financial Highlights

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Institutional Holders (2026 Q1)

538 + investors

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

Top 25 institutional holders of ESGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stanich Group LLC 4.92% 141,849 $6.4M
2 Laurel Wealth Planning LLC 3.17% 132,209 $6.0M
3 Avise Financial Cooperative, Inc. 2.79% 74,218 $3.4M
4 Intergy Private Wealth, LLC 2.17% 162,446 $7.4M
5 TRUE BLUE FINANCIAL, LLC 1.52% 42,430 $1.9M
6 rebel Financial LLC 1.37% 69,274 $3.1M
7 Archer Investment Management, LLC 1.15% 59,935 $2.7M
8 CRUX WEALTH ADVISORS 1.06% 60,711 $2.8M
9 Baron Financial Group, LLC 1.04% 42,586 $1.9M
10 Midwest Financial Partners Investments, Inc. 1.00% 41,432 $1.9M
11 HILLTOP WEALTH ADVISORS, LLC 0.80% 29,194 $1.3M
12 eCIO, Inc. 0.68% 34,286 $1.6M
13 Madrid Wealth Management, LLC 0.66% 19,326 $879K
14 Benchmark Financial, LLC 0.63% 15,508 $705K
15 Xena Financial Planning, LLC 0.60% 11,638 $529K
16 Aureum Wealth Management, LLC 0.54% 17,063 $776K
17 Neumann Capital Management, LLC 0.46% 34,055 $1.5M
18 BALDWIN WEALTH PARTNERS LLC/MA 0.42% 127,953 $5.8M
19 Pine Haven Investment Counsel, Inc 0.42% 12,428 $565K
20 BIRCHBROOK, INC. 0.39% 17,286 $786K
21 Affiance Financial, LLC 0.38% 51,356 $2.3M
22 Decker Retirement Planning Inc. 0.38% 18,285 $831K
23 Equita Financial Network, Inc. 0.37% 26,097 $1.2M
24 Quent Capital, LLC 0.35% 109,765 $5.0M
25 CABOT WEALTH MANAGEMENT INC 0.33% 63,813 $2.9M
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 INC (ESGE)

What does the Smart Money Trend signal show for ESGE?

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

Slight buying edge — 59% buying: Last quarter: 304 funds bought or added vs 212 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 ESGE holders?

Elite ownership — 48% AUM from top-100 funds: 25 of 538 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ESGE. 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 ESGE?

63% of holders stayed for 2+ years: 341 out of 538 hedge funds have held ESGE 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.