Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — ESGG

Based on 38 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 ESGG 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
38 funds currently hold this stock — 93% of the 3.0-year high of 41 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ESGG is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

18 buying12 selling
Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 8 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 29% medium ■ 13% new
22 out of 38 hedge funds have held ESGG 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 — ~6 new funds/quarter

3 → 0 → 8 → 3 → 6 new funds/Q
New funds entering each quarter: 0 → 8 → 3 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 24% 1-2yr ■ 16% new
Of 38 current holders: 23 (61%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
8 of 38 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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: ESGG

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

Market Analysis: ESGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGG

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ESGG
2026 Q1 Stats Unlock in 18 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 34 11.76%
13F Shares 176K 166K 5.66%
Total Value $36M $33M 10.36%
New Positions 6 3 +3
Increased Positions 12 13 -1
Closed Positions 2 7 -5
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

38 + investors

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

Top 10 institutional holders of ESGG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Well Done, LLC 0.10% 3,563 $712K
2 CoreCap Advisors, LLC 0.06% 8,734 $1.7M
3 BSW Wealth Partners 0.03% 1,407 $281K
4 HIGHLINE WEALTH PARTNERS LLC 0.03% 561 $112K
5 Carolina Wealth Advisors, LLC 0.02% 247 $49K
6 Wealth Enhancement Trust Services, Inc. 0.00% 82 $16K
7 Cambridge Investment Research Advisors, Inc. 0.00% 2,750 —
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 4,534 $906K
9 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 2,498 —
10 Farther Finance Advisors, LLC 0.00% 45 $9K
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 STOXX GLOBAL ESG SELECT INDEX FUND (ESGG)

What does the Smart Money Trend signal show for ESGG?

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

More buyers than sellers — 60% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ESGG holders?

Smaller funds dominant — 12% AUM from top-100: 8 of 38 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ESGG?

58% of holders stayed for 2+ years: 22 out of 38 hedge funds have held ESGG 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.