Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ESGU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — ESGU

Based on 802 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 ESGU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
802 hedge funds hold ESGU 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 — +8% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

330 buying382 selling
Last quarter: 382 funds reduced or exited vs 330 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 (-48 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 61 → 107 → 59. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
517 out of 802 hedge funds have held ESGU 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

55 → 66 → 61 → 107 → 59 new funds/Q
New funds entering each quarter: 66 → 61 → 107 → 59. A growing number of institutions are discovering ESGU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 802 holders: 522 (65%) are 2+ year veterans, 119 entered 1–2 years ago, and 161 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
30 of 802 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in ESGU. 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.

Institutional Sentiment Summary — ESGU

In 2026 Q1, 330 hedge funds were net buyers of ESGU (59 opened a new position, 271 added to an existing one), while 382 reduced or exited (309 trimmed, 73 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in ESGU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 802.

Hedge Fund Ownership: ESGU

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

Market Analysis: ESGU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGU

-- --

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

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

Signal Freshness measures how much ESGU 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 · 82d ago
ESGU
+15.4%
SPY
+15.1%

ESGU outperformed SPY by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
ESGU
+1.5%
SPY
+1.3%

Since the filing became public, ESGU outperformed SPY by +0.2% .

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.

21 top-rated funds 12 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ESGU
783 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 783 816 -4.04%
13F Shares 68M 78M -13.29%
Total Value $8.51B $11.62B -26.77%
New Positions 54 107 -53
Increased Positions 269 257 +12
Closed Positions 87 59 +28
Reduced Positions 301 306 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGU

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Institutional Holders (2026 Q1)

783 + investors

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

QUARTER:
Top 25 ESGU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMPACTfolio, LLC 15.71% 261,453 $37.0M
2 Erickson Financial Group, LLC 12.09% 136,408 $19.3M
3 Birchwood Financial Partners, Inc. 6.49% 47,593 $6.7M
4 Laurel Wealth Planning LLC 5.24% 70,306 $9.9M
5 Goodwin Investment Advisory 5.16% 30,637 $4.3M
6 TIAA Wealth Investment Management LLC 5.14% 4,900,171 $673.2M
7 Clarity Asset Management, Inc. 4.88% 68,154 $9.6M
8 Avise Financial Cooperative, Inc. 4.52% 38,610 $5.5M
9 Client 1st Advisory Group, LLC 3.64% 84,819 $12.0M
10 Balanced Rock Investment Advisors LLC 3.57% 35,991 $5.1M
11 Yukon Wealth Management, Inc. 3.55% 42,100 $6.0M
12 Ally Invest Advisors Inc. 3.31% 348,203 $49.2M
13 Decker Retirement Planning Inc. 3.25% 50,748 $7.2M
14 Midwest Financial Partners Investments, Inc. 3.19% 42,544 $6.0M
15 Affinity Capital Advisors, LLC 2.96% 149,450 $21.1M
16 True Blue Financial, LLC 2.96% 26,558 $3.8M
17 Prudent Man Advisors, LLC 2.74% 64,770 $9.2M
18 Davis Wealth Advisors, LLC 2.63% 22,383 $3.2M
19 Gilbert Capital Group, Inc. 2.46% 22,519 $3.2M
20 Rock Creek Group LLC 2.31% 161,100 $22.8M
21 Contango Wealth Management LLC 1.97% 11,912 $1.7M
22 Sharkey, Howes & Javer 1.94% 101,743 $14.4M
23 Archer Investment Management, LLC 1.93% 32,494 $4.6M
24 Ridgeline Wealth, LLC 1.86% 18,366 $2.6M
25 One Wealth Advisors, LLC 1.79% 101,423 $14.3M
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 Tr (ESGU)

What does the Smart Money Trend signal show for ESGU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ESGU 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 ESGU?

More sellers than buyers — 46% buying: Last quarter: 382 funds reduced or exited vs 330 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 ESGU holders?

Elite ownership — 55% AUM from top-100 funds: 30 of 802 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in ESGU. 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 ESGU?

64% of holders stayed for 2+ years: 517 out of 802 hedge funds have held ESGU 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 Tr (ESGU) following the 2026 Q1 hedge fund 13F filings?

As of today, ESGU has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), ESGU has gained +15.4% vs +15.1% 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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