Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (HYGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — HYGV

Based on 115 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 HYGV 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
115 hedge funds hold HYGV 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 — +17% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

70 buying40 selling
Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 40 were sellers (28 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 22 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 17% medium ■ 29% new
62 out of 115 hedge funds have held HYGV 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.
🚀

Acceleration phase — new buyers rushing in

17 → 11 → 16 → 22 → 21 new funds/Q
New funds entering each quarter: 11 → 16 → 22 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 32% newcomers

■ 59% veterans ■ 9% 1-2yr ■ 32% new
Entry-cohort mix of 115 holders: 68 (59%) are 2+ year veterans, 10 entered 1–2 years ago, and 37 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
14 of 114 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in HYGV. 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 — HYGV

In 2026 Q2, 70 hedge funds were net buyers of HYGV (21 opened a new position, 49 added to an existing one), while 40 reduced or exited (28 trimmed, 12 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 84% of total institutional value in HYGV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: HYGV

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

Market Analysis: HYGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYGV

-- --

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: HYGV
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 106 7.55%
13F Shares 22M 22M 0.02%
Total Value $890M $881M 1.05%
New Positions 21 22 -1
Increased Positions 49 34 +15
Closed Positions 12 14 -2
Reduced Positions 28 34 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

114 + investors

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

QUARTER:
Top 25 HYGV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Bank 3.06% 250,116 $10.1M
2 Horizon Bancorp Inc /In/ 2.41% 127,621 $5.1M
3 Boltwood Capital Management 1.67% 180,790 $7.3M
4 Anchor Bay Capital, Inc. 1.35% 62,618 $2.5M
5 First United Bank & Trust 1.29% 111,774 $4.5M
6 VestGen Investment Management 1.06% 49,746 $2.0M
7 EJMK Ventures LLC 0.91% 49,757 $2.0M
8 Granite Harbor Advisors, Inc. 0.86% 54,004 $2.2M
9 Thrive Capital Management, LLC 0.81% 107,269 $4.3M
10 Mount Lucas Management LP 0.79% 54,798 $2.2M
11 Dogwood Wealth Management LLC 0.72% 45,174 $1.8M
12 Clear Point Advisors Inc. 0.68% 19,086 $768K
13 Spartan Wealth Advisory Services LLC 0.63% 191,495 $7.7M
14 TRB Wealth Management, LLC 0.41% 76,590 $3.1M
15 Kuhn & Co Investment Counsel 0.38% 16,456 $663K
16 Oakmont Advisory Group, LLC 0.38% 11,246 $453K
17 REDW Wealth LLC 0.36% 24,758 $997K
18 Etesian Wealth Advisors, Inc. 0.35% 29,154 $1.2M
19 Impact Partnership Wealth, LLC 0.29% 73,594 $3.0M
20 AlphaCentric Advisors LLC 0.28% 8,201 $330K
21 WealthPoint Financial, LLC 0.21% 7,059 $284K
22 Quad-Cities Investment Group, LLC 0.20% 13,949 $562K
23 Painted Porch Advisors LLC 0.17% 9,500 $382K
24 KERR FINANCIAL PLANNING Corp 0.17% 3,720 $150K
25 Keynote Financial Services LLC 0.15% 7,840 $316K
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 (HYGV)

What does the Smart Money Trend signal show for HYGV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HYGV 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 HYGV?

More buyers than sellers — 64% buying: Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 40 were sellers (28 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYGV holders?

Elite ownership — 84% AUM from top-100 funds: 14 of 114 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in HYGV. 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 HYGV?

54% of holders stayed for 2+ years: 62 out of 115 hedge funds have held HYGV 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.

Full history →