Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (ESGE)

631 + 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
↑ +38
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — ESGE

Based on 637 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
637 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+113 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

265 buying314 selling
Last quarter: 314 funds reduced or exited vs 265 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new ESGE position: 51 → 101 → 65 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 21% new
385 out of 637 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.
💰

Value +22% but shares only +1% — price-driven

Value
+21%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~84 new funds/quarter

68 → 51 → 101 → 65 → 84 new funds/Q
New funds entering each quarter: 51 → 101 → 65 → 84. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 637 holders: 411 (65%) are 2+ year veterans, 74 entered 1–2 years ago, and 152 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
33 of 635 holders are among the 100 largest funds by AUM, controlling 57% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ESGE

In 2026 Q2, 265 hedge funds were net buyers of ESGE (84 opened a new position, 181 added to an existing one), while 314 reduced or exited (268 trimmed, 46 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in ESGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 637.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ESGE
631 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 631 599 5.34%
13F Shares 94M 93M 0.93%
Total Value $4.87B $4.00B 21.65%
New Positions 81 65 +16
Increased Positions 181 203 -22
Closed Positions 47 46 +1
Reduced Positions 268 227 +41
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGE

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Institutional Holders (2026 Q2)

631 + investors

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

QUARTER:
Top 25 ESGE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forefront Analytics, LLC 11.43% 192,398 $10.5M
2 IMPACTfolio, LLC 10.26% 498,176 $27.2M
3 Stanich Group LLC 5.08% 147,616 $8.1M
4 Wit, LLC 3.95% 4,518,911 $247.1M
5 Laurel Wealth Planning LLC 3.12% 128,745 $7.0M
6 Avise Financial Cooperative, Inc. 2.09% 53,840 $2.9M
7 Intergy Private Wealth, LLC 2.06% 163,205 $8.9M
8 Impact Investors, Inc 2.03% 50,744 $2.8M
9 Birchwood Financial Partners, Inc. 1.73% 38,731 $2.1M
10 North Berkeley Wealth Management, LLC 1.72% 77,840 $4.3M
11 Northstar Asset Management Inc 1.61% 100,200 $5.5M
12 Davis Wealth Advisors, LLC 1.55% 36,669 $2.0M
13 Wealth Advisory Team LLC 1.46% 32,895 $1.8M
14 Centennial Bank/AR/ 1.41% 80,250 $4.4M
15 True Blue Financial, LLC 1.34% 58,081 $3.2M
16 Crux Wealth Advisors 1.12% 59,144 $3.2M
17 Archer Investment Management, LLC 1.09% 58,417 $3.2M
18 Silver Oak Wealth Advisors Services, LLC 1.02% 31,278 $1.7M
19 TIAA Wealth Investment Management LLC 1.00% 2,776,338 $149.7M
20 Baron Financial Group, LLC 0.95% 36,366 $2.0M
21 Midwest Financial Partners Investments, Inc. 0.93% 40,998 $2.2M
22 High Note Wealth, LLC 0.88% 94,530 $5.2M
23 Balanced Rock Investment Advisors LLC 0.86% 25,159 $1.4M
24 Hilltop Wealth Advisors, LLC 0.79% 29,187 $1.6M
25 Benchmark Financial, LLC 0.77% 17,243 $943K
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More sellers than buyers — 46% buying: Last quarter: 314 funds reduced or exited vs 265 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 ESGE holders?

Elite ownership — 57% AUM from top-100 funds: 33 of 635 holders are among the 100 largest funds by AUM, controlling 57% 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?

60% of holders stayed for 2+ years: 385 out of 637 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.

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