Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (HYGV)

105 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — HYGV

Based on 106 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 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
106 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 — +4% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

56 buying48 selling
Last quarter: 56 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HYGV position: 17 → 11 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 21% medium ■ 27% new
55 out of 106 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.
📈

Growing discovery — still being found

15 → 17 → 11 → 16 → 22 new funds/Q
New funds entering each quarter: 17 → 11 → 16 → 22. A growing number of institutions are discovering HYGV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 8% 1-2yr ■ 32% new
Of 106 current holders: 63 (59%) 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 — 87% AUM from top-100 funds

87% from top-100 AUM funds
13 of 106 holders are among the 100 largest funds by AUM, controlling 87% 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.
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.

Institutional Sentiment Summary — HYGV

In 2026 Q1, 56 hedge funds were net buyers of HYGV (22 opened a new position, 34 added to an existing one), while 48 reduced or exited (34 trimmed, 14 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 87% of total institutional value in HYGV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 106.

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.

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

Signal Freshness measures how much HYGV 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 · 75d ago
HYGV
+0.4%
SPY
+14.1%

HYGV outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
HYGV
+0.2%
SPY
+0.3%

Since the filing became public, HYGV outperformed SPY by -0.1% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: HYGV
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 98 7.14%
13F Shares 22M 23M -3.48%
Total Value $881M $937M -5.97%
New Positions 21 16 +5
Increased Positions 34 37 -3
Closed Positions 14 11 +3
Reduced Positions 34 34 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGV

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Institutional Holders (2026 Q1)

105 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Bank 3.22% 241,931 $9.7M
2 Boltwood Capital Management 2.39% 233,538 $9.4M
3 EJMK Ventures LLC 1.61% 71,970 $2.9M
4 First United Bank & Trust 1.39% 107,078 $4.3M
5 VestGen Investment Management 1.19% 53,852 $2.2M
6 Granite Harbor Advisors, Inc. 0.95% 54,438 $2.2M
7 Thrive Capital Management, LLC 0.91% 103,118 $4.1M
8 Mount Lucas Management LP 0.80% 53,909 $2.2M
9 Dogwood Wealth Management LLC 0.75% 43,326 $1.7M
10 Spartan Wealth Advisory Services LLC 0.66% 187,473 $7.5M
11 REDW Wealth LLC 0.43% 26,820 $1.1M
12 Kuhn & Co Investment Counsel 0.42% 16,416 $658K
13 Oakmont Advisory Group, LLC 0.41% 9,425 $384K
14 TRB Wealth Management, LLC 0.40% 70,555 $2.8M
15 Etesian Wealth Advisors, Inc. 0.38% 30,101 $1.2M
16 AlphaCentric Advisors LLC 0.32% 7,898 $316K
17 Impact Partnership Wealth, LLC 0.28% 55,638 $2.2M
18 WealthPoint Financial, LLC 0.26% 7,445 $303K
19 Quad-Cities Investment Group, LLC 0.23% 14,190 $568K
20 KERR FINANCIAL PLANNING Corp 0.19% 3,720 $151K
21 Herold Advisors, Inc. 0.14% 16,358 $655K
22 Keynote Financial Services LLC 0.13% 6,210 $249K
23 Acorn Wealth Advisors, LLC 0.12% 10,488 $420K
24 Tactive Advisors, LLC 0.09% 7,913 $317K
25 Park National Corp /Oh/ 0.09% 72,643 $2.9M
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 54% buying: Last quarter: 56 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYGV holders?

Elite ownership — 87% AUM from top-100 funds: 13 of 106 holders are among the 100 largest funds by AUM, controlling 87% 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?

52% of holders stayed for 2+ years: 55 out of 106 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.

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

As of today, HYGV has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), HYGV has gained +0.4% vs +14.1% 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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