NUSHARES ETF TR (NUMG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NUSHARES ETF TR (NUMG)

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

Smart Money Signals — NUMG

Based on 133 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 NUMG 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

133 hedge funds hold NUMG 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 NUMG is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 55% buying

61 buying50 selling

Last quarter: 61 funds bought or added vs 50 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 13 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 23% medium ■ 12% new

87 out of 133 hedge funds have held NUMG 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

24 → 18 → 13 → 10 → 14 new funds/Q

New funds entering each quarter: 18 → 13 → 10 → 14. NUMG 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 — 66% of holders stayed 2+ years

■ 66% veterans ■ 12% 1-2yr ■ 22% new

Of 133 current holders: 88 (66%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds

16 of 133 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NUMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	133	126	5.56%
13F Shares	6M	6M	1.41%
Total Value	$299M	$301M	-0.68%
New Positions	14	10	+4
Increased Positions	47	31	+16
Closed Positions	7	11	-4
Reduced Positions	43	53	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

133

126

5.56%

13F Shares

1.41%

Total Value

$299M

$301M

-0.68%

New Positions

Increased Positions

+16

Closed Positions

-4

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

133 + investors

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

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of NUMG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	rebel Financial LLC	0.46%	26,028	$1.1M
2	SOL Capital Management CO	0.29%	13,820	$602K
3	Fingerlakes Wealth Management, Inc.	0.28%	10,229	$420K
4	WealthSpring Partners, LLC	0.26%	6,868	$282K
5	Petros Family Wealth, LLC	0.19%	6,462	$265K
6	McClarren Financial Advisors, Inc.	0.18%	7,315	$300K
7	Neumann Capital Management, LLC	0.14%	11,470	$471K
8	Revolve Wealth Partners, LLC	0.13%	24,639	$1.0M
9	RTD Financial Advisors, Inc.	0.07%	14,577	$599K
10	Harbor Asset Planning, Inc.	0.07%	2,058	$85K
11	VICUS CAPITAL	0.07%	21,922	$901K
12	PFG Investments, LLC	0.06%	33,466	$1.4M
13	Continuum Advisory, LLC	0.04%	11,187	$460K
14	CANANDAIGUA NATIONAL CORP	0.04%	10,842	$445K
15	MJT & Associates Financial Advisory Group, Inc.	0.03%	1,071	$44K
16	Trust Co	0.03%	6,994	$287K
17	RVW Wealth, LLC	0.02%	7,179	$295K
18	Simmons Bank	0.02%	8,027	$330K
19	Falcon Wealth Planning	0.02%	5,688	$234K
20	CENTRAL TRUST Co	0.01%	12,277	$504K
21	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	155,469	$6.4M
22	CX Institutional	0.01%	7,073	—
23	Dynamic Advisor Solutions LLC	0.01%	4,977	$204K
24	MOTCO	0.00%	1,248	$51K
25	Merit Financial Group, LLC	0.00%	6,397	$263K

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 — NUSHARES ETF TR (NUMG)

What does the Smart Money Trend signal show for NUMG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NUMG 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 NUMG?

Slight buying edge — 55% buying: Last quarter: 61 funds bought or added vs 50 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 NUMG holders?

Elite ownership — 69% AUM from top-100 funds: 16 of 133 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NUMG. 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 NUMG?

65% of holders stayed for 2+ years: 87 out of 133 hedge funds have held NUMG 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.

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NUSHARES ETF TR (NUMG)

Smart Money Signals — NUMG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 55% buying

Steady new buyers — ~14 new funds per quarter

65% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 66% of holders stayed 2+ years

Elite ownership — 69% AUM from top-100 funds

Hedge Fund Ownership: NUMG

Market Analysis: NUMG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NUMG

Hedge Fund Positioning: NUMG

Statistics: NUMG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NUSHARES ETF TR (NUMG)

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