Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (HYGV)

97 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — HYGV

Based on 97 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 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 (96% of max)

96% of all-time peak
97 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HYGV is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

53 buying44 selling
Last quarter: 53 funds bought or added vs 44 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 17 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 30% medium ■ 18% new
51 out of 97 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.
📊

Peak discovery — momentum slowing

16 → 15 → 17 → 11 → 16 new funds/Q
New funds entering each quarter: 15 → 17 → 11 → 16. HYGV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 18% 1-2yr ■ 27% new
Of 97 current holders: 54 (56%) 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 — 89% AUM from top-100 funds

89% from top-100 AUM funds
12 of 97 holders are among the 100 largest funds by AUM, controlling 89% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: HYGV
2026 Q1 Stats Unlock in 22 days 97 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 97 92 5.43%
13F Shares 23M 24M -5.47%
Total Value $927M $992M -6.55%
New Positions 16 11 +5
Increased Positions 37 43 -6
Closed Positions 11 16 -5
Reduced Positions 33 27 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

97 + investors

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

Top 25 institutional holders of HYGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HORIZON BANCORP INC /IN/ 2.49% 129,425 $5K
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 Granite Harbor Advisors, Inc. 0.95% 54,438 $2.2M
6 Thrive Capital Management, LLC 0.91% 103,118 $4.1M
7 Etesian Wealth Advisors, Inc. 0.38% 30,101 $1.2M
8 Impact Partnership Wealth, LLC 0.28% 55,638 $2.2M
9 WealthPoint Financial, LLC 0.26% 7,445 $303K
10 Quad-Cities Investment Group, LLC 0.23% 14,190 $568K
11 Tactive Advisors, LLC 0.09% 7,913 $317K
12 PARK NATIONAL CORP /OH/ 0.09% 72,643 $2.9M
13 STEPH & CO 0.05% 4,657 $187K
14 First Heartland Consultants, Inc. 0.05% 16,764 $672K
15 Stratos Wealth Advisors, LLC 0.03% 12,000 $481K
16 Occidental Asset Management, LLC 0.03% 6,000 $240K
17 RVW Wealth, LLC 0.03% 8,509 $341K
18 Decker Retirement Planning Inc. 0.02% 1,231 $49K
19 Spire Wealth Management 0.01% 5,323 $213K
20 World Investment Advisors 0.00% 7,015 $281K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 50,940 $2.0M
22 Grove Bank & Trust 0.00% 585 $23K
23 CoreCap Advisors, LLC 0.00% 1,427 $57K
24 IFP Advisors, Inc 0.00% 2,326 $93K
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 201 $8K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 53 funds bought or added vs 44 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 — 89% AUM from top-100 funds: 12 of 97 holders are among the 100 largest funds by AUM, controlling 89% 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?

53% of holders stayed for 2+ years: 51 out of 97 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.