Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HYGW)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
29%

Smart Money Signals — HYGW

Based on 73 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 HYGW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
73 funds currently hold this stock — 90% of the 3.0-year high of 81 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 29% buying

25 buying62 selling
Last quarter: 62 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 16 → 20 → 12. 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.
🔄

Mostly new holders — 36% entered in last year

16% conviction (2yr+) 48% medium 36% new
Only 12 funds (16%) 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

17 → 8 → 16 → 20 → 12 new funds/Q
New funds entering each quarter: 8 → 16 → 20 → 12. A growing number of institutions are discovering HYGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 15% veterans, 47% new entrants

15% veterans 38% 1-2yr 47% new
Of 73 current holders: 11 (15%) held 2+ years, 28 held 1–2 years, 34 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
9 of 73 holders are among the 100 largest funds by AUM, controlling 42% 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — HYGW

In 2026 Q1, 25 hedge funds were net buyers of HYGW (12 opened a new position, 13 added to an existing one), while 62 reduced or exited (42 trimmed, 20 sold completely) — a 29% buyer ratio, indicating net institutional distribution. 42% of total institutional value in HYGW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 73.

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

-- --

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

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

Signal Freshness measures how much HYGW 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
HYGW
-1.6%
SPY
+15.1%

HYGW outperformed SPY by -16.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HYGW
-0.1%
SPY
+1.3%

Since the filing became public, HYGW outperformed SPY by -1.4% .

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 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HYGW
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 81 -9.88%
13F Shares 5M 8M -34.45%
Total Value $126M $224M -43.8%
New Positions 12 20 -8
Increased Positions 13 46 -33
Closed Positions 20 9 +11
Reduced Positions 42 12 +30
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYGW

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 Q1)

73 + investors

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

QUARTER:
Top 25 HYGW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hennion & Walsh Asset Management, Inc. 0.67% 674,072 $19.9M
2 Qp Wealth Management, LLC 0.66% 13,095 $386K
3 Kelly Financial Services LLC 0.41% 57,353 $1.7M
4 Luminist Capital LLC 0.27% 6,790 $200K
5 ShoreHaven Wealth Partners, LLC 0.23% 22,065 $651K
6 Eaton Financial Holdings Company, LLC 0.23% 23,845 $703K
7 Fortis Group Advisors, LLC 0.11% 22,659 $663K
8 Sunrise Financial Services, LLC 0.10% 4,936 $146K
9 Detalus Advisors, LLC 0.10% 14,876 $439K
10 Triad Wealth Partners, LLC 0.08% 32,782 $967K
11 Vision Retirement, LLC 0.07% 8,043 $237K
12 Quadrant Private Wealth Management, LLC 0.06% 12,570 $371K
13 RiverFront Investment Group, LLC 0.05% 114,845 $3.4M
14 JB Capital LLC 0.05% 42,972 $1.3M
15 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% 29,348 $866K
16 Prosperity Consulting Group, LLC 0.04% 34,059 $1.0M
17 LGT Financial Advisors LLC 0.04% 290 $9K
18 Invst, LLC 0.04% 11,716 $346K
19 Signet Financial Management, LLC 0.04% 11,128 $328K
20 Stance Capital LLC 0.03% 2,421 $71K
21 Synergy Investment Management, LLC 0.03% 3,198 $94K
22 Integrity Alliance, LLC. 0.03% 26,050 $768K
23 Diversify Wealth Management, LLC 0.03% 54,320 $1.6M
24 Envestnet Portfolio Solutions, Inc. 0.02% 117,400 $3.5M
25 Armstrong Advisory Group, Inc 0.02% 9,491 $280K
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?

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

Heavy selling pressure — only 29% buying: Last quarter: 62 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HYGW holders?

Elite ownership — 42% AUM from top-100 funds: 9 of 73 holders are among the 100 largest funds by AUM, controlling 42% 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 — 36% entered in last year: Only 12 funds (16%) 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.

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

As of today, HYGW has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), HYGW has gained -1.6% 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.

Full history →