Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (HYGW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
76%

Smart Money Signals — HYGW

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HYGW 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
77 hedge funds hold HYGW 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.
🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

62 buying20 selling
Last quarter: 62 funds were net buyers (18 opened a brand new position + 44 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 8 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

12% conviction (2yr+) 55% medium 34% new
Only 9 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

36 → 15 → 8 → 16 → 18 new funds/Q
New funds entering each quarter: 15 → 8 → 16 → 18. A growing number of institutions are discovering HYGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

13% veterans 10% 1-2yr 77% new
Of 77 current holders: 59 (77%) entered in the past year, only 10 (13%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
8 of 77 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HYGW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: HYGW

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

Market Analysis: HYGW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYGW

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HYGW
2026 Q1 Stats Unlock in 14 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 67 14.93%
13F Shares 7M 6M 17.46%
Total Value $223M $193M 15.44%
New Positions 18 16 +2
Increased Positions 44 30 +14
Closed Positions 8 9 -1
Reduced Positions 12 18 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

77 + investors

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

Top 25 institutional holders of HYGW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QP WEALTH MANAGEMENT, LLC 0.66% 13,095 $386K
2 Kelly Financial Services LLC 0.41% 57,353 $1.7M
3 Luminist Capital LLC 0.27% 6,790 $200K
4 Eaton Financial Holdings Company, LLC 0.23% 23,845 $703K
5 Sunrise Financial Services, LLC 0.10% 4,936 $146K
6 Detalus Advisors, LLC 0.10% 14,876 $439K
7 Triad Wealth Partners, LLC 0.08% 32,782 $967K
8 JB Capital LLC 0.05% 42,972 $1.3M
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% 29,348 $866K
10 Prosperity Consulting Group, LLC 0.04% 34,059 $1.0M
11 LGT Financial Advisors LLC 0.04% 290 $9K
12 SIGNET FINANCIAL MANAGEMENT, LLC 0.04% 11,128 $328K
13 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% 54,320 $1.6M
14 Envestnet Portfolio Solutions, Inc. 0.02% 117,400 $3.5M
15 ARMSTRONG ADVISORY GROUP, INC 0.02% 9,491 $280K
16 MML INVESTORS SERVICES, LLC 0.01% 140,545 $4.1M
17 PARK AVENUE SECURITIES LLC 0.01% 34,166 $1K
18 ENVESTNET ASSET MANAGEMENT INC 0.01% 864,138 $25.5M
19 WEDBUSH SECURITIES INC 0.01% 7,400
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 140,140 $4.1M
21 MATHER GROUP, LLC. 0.01% 18,586 $548K
22 PRIVATE TRUST CO NA 0.00% 1,666 $49K
23 Sanctuary Advisors, LLC 0.00% 18,690 $551K
24 Concurrent Investment Advisors, LLC 0.00% 8,154 $241K
25 Sequoia Financial Advisors, LLC 0.00% 15,749 $465K
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 (HYGW)

What does the Smart Money Trend signal show for HYGW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HYGW 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 HYGW?

More buyers than sellers — 76% buying: Last quarter: 62 funds were net buyers (18 opened a brand new position + 44 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYGW holders?

Elite ownership — 51% AUM from top-100 funds: 8 of 77 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HYGW. 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 HYGW?

Mostly new holders — 34% entered in last year: Only 9 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.