Ishares Inc (ESGE): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Inc (ESGE) following the 2026 Q1 hedge fund 13F filings?

As of today, ESGE has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), ESGE gained +21.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Inc (ESGE)

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

Smart Money Signals — ESGE

Based on 595 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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

595 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 — +21% more funds vs a year ago

fund count last 6Q

+102 new funds entered over the past year (+21% 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 — 49% buying

266 buying273 selling

Last quarter: 273 funds reduced or exited vs 266 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.

⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 67 → 51 → 100 → 63. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new

358 out of 595 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

46 → 67 → 51 → 100 → 63 new funds/Q

New funds entering each quarter: 67 → 51 → 100 → 63. A growing number of institutions are discovering ESGE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new

Of 595 current holders: 383 (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 — 53% AUM from top-100 funds

53% from top-100 AUM funds

28 of 595 holders are among the 100 largest funds by AUM, controlling 53% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	588	579	1.55%
13F Shares	93M	91M	2.78%
Total Value	$3.99B	$4.01B	-0.52%
New Positions	61	100	-39
Increased Positions	201	230	-29
Closed Positions	52	42	+10
Reduced Positions	225	179	+46
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

588

579

1.55%

13F Shares

93M

91M

2.78%

Total Value

$3.99B

$4.01B

-0.52%

New Positions

100

-39

Increased Positions

201

230

-29

Closed Positions

+10

Reduced Positions

225

179

+46

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

588 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ESGE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Forefront Analytics, LLC	15.28%	369,453	$16.8M
2	IMPACTfolio, LLC	9.38%	485,629	$22.1M
3	Stanich Group LLC	4.92%	141,849	$6.4M
4	Wit, LLC	4.45%	5,181,755	$235.6M
5	Laurel Wealth Planning LLC	3.17%	132,209	$6.0M
6	Avise Financial Cooperative, Inc.	2.79%	74,218	$3.4M
7	Intergy Private Wealth, LLC	2.17%	162,446	$7.4M
8	Impact Investors, Inc	1.66%	52,697	$2.4M
9	Birchwood Financial Partners, Inc.	1.65%	37,705	$1.7M
10	True Blue Financial, LLC	1.52%	42,430	$1.9M
11	Davis Wealth Advisors, LLC	1.48%	39,191	$1.8M
12	rebel Financial LLC	1.37%	69,274	$3.1M
13	North Berkeley Wealth Management, LLC	1.30%	54,045	$2.5M
14	Centennial Bank/AR/	1.30%	79,400	$3.6M
15	Archer Investment Management, LLC	1.15%	59,935	$2.7M
16	Northstar Asset Management Inc	1.11%	79,381	$3.6M
17	Crux Wealth Advisors	1.06%	60,711	$2.8M
18	Baron Financial Group, LLC	1.04%	42,586	$1.9M
19	Midwest Financial Partners Investments, Inc.	1.00%	41,432	$1.9M
20	TIAA Wealth Investment Management LLC	0.99%	2,961,522	$129.7M
21	Silver Oak Wealth Advisors Services, LLC	0.92%	31,156	$1.4M
22	Balanced Rock Investment Advisors LLC	0.86%	26,957	$1.2M
23	High Note Wealth, LLC	0.85%	94,638	$4.3M
24	Hilltop Wealth Advisors, LLC	0.80%	29,194	$1.3M
25	Smart Portfolios, LLC	0.70%	15,533	$706K

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 — 2 quarters in a row: For 2 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 — 49% buying: Last quarter: 273 funds reduced or exited vs 266 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 — 53% AUM from top-100 funds: 28 of 595 holders are among the 100 largest funds by AUM, controlling 53% 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: 358 out of 595 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.

Is it too late to buy Ishares Inc (ESGE) following the 2026 Q1 hedge fund 13F filings?

As of today, ESGE has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), ESGE has gained +21.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 Inc (ESGE)

Smart Money Signals — ESGE

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-37 vs last Q)

60% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — ESGE

Hedge Fund Ownership: ESGE

Market Analysis: ESGE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ESGE

Is It Too Late to Buy Ishares Inc (ESGE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ESGE

Statistics: ESGE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Inc (ESGE)

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