Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (ESGG)

32 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — ESGG

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ESGG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
33 funds currently hold this stock — 80% 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 sellers than buyers — 45% buying

15 buying18 selling
Last quarter: 18 funds reduced or exited vs 15 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.
➡️

Steady new buyers — ~3 new funds per quarter

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

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new
20 out of 33 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.
📊

Peak discovery — momentum slowing

0 → 8 → 3 → 6 → 3 new funds/Q
New funds entering each quarter: 8 → 3 → 6 → 3. ESGG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 33 holders: 22 (67%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
7 of 32 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Institutional Sentiment Summary — ESGG

In 2026 Q1, 15 hedge funds were net buyers of ESGG (3 opened a new position, 12 added to an existing one), while 18 reduced or exited (10 trimmed, 8 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in ESGG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 33.

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

-- --

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

Is It Too Late to Buy Flexshares Tr (ESGG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ESGG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
ESGG
nan%
SPY
+13.9%

ESGG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
ESGG
nan%
SPY
+0.2%

Since the filing became public, ESGG outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ESGG
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 38 -15.79%
13F Shares 197K 176K 12.25%
Total Value $38M $36M 6.0%
New Positions 3 6 -3
Increased Positions 12 12 -
Closed Positions 9 2 +7
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 ESGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forefront Analytics, LLC 8.04% 44,239 $8.8M
2 SK Wealth Management, LLC 1.89% 33,504 $6.8M
3 Hall Capital Management Co Inc 0.13% 1,632 $355K
4 Fort Point Capital Partners LLC 0.12% 4,905 $980K
5 Well Done, LLC 0.10% 3,563 $712K
6 Milestone Investment Advisors LLC 0.09% 1,935 $387K
7 CoreCap Advisors, LLC 0.06% 8,734 $1.7M
8 BSW Wealth Partners 0.03% 1,407 $281K
9 Centaurus Financial, INC. 0.03% 3,366 $673K
10 Highline Wealth Partners LLC 0.03% 561 $112K
11 Carolina Wealth Advisors, LLC 0.02% 247 $49K
12 Sigma Planning Corp 0.01% 1,516 $303K
13 Triumph Capital Management 0.00% 59 $12K
14 Wealth Enhancement Trust Services, Inc. 0.00% 82 $16K
15 Western Wealth Management, LLC 0.00% 221 $44K
16 Commonwealth Equity Services, LLC 0.00% 4,534 $906K
17 Cetera Investment Advisers 0.00% 5,791 $1.2M
18 HighTower Advisors, LLC 0.00% 4,660 $932K
19 Citadel Advisors LLC 0.00% 25,778 $5.2M
20 Osaic Holdings, INC. 0.00% 1,886 $377K
21 Scarborough Advisors, LLC 0.00% 24 $5K
22 Ameriprise Financial Inc 0.00% 9,907 $2.0M
23 LPL Financial LLC 0.00% 7,681 $1.5M
24 Asset Dedication, LLC 0.00% 28 $6K
25 Raymond James Financial Inc 0.00% 3,652 $730K
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 Tr (ESGG)

What does the Smart Money Trend signal show for ESGG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ESGG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ESGG?

More sellers than buyers — 45% buying: Last quarter: 18 funds reduced or exited vs 15 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 ESGG holders?

Strong quality — 34% AUM from major funds: 7 of 32 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ESGG?

61% of holders stayed for 2+ years: 20 out of 33 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.

Is it too late to buy Flexshares Tr (ESGG) following the 2026 Q1 hedge fund 13F filings?

As of today, ESGG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ESGG has gained nan% vs +13.9% 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.

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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