Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust (BAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
6Q ▲
Buyers last Q
82%

Smart Money Signals — BAI

Based on 538 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added BAI 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
538 hedge funds hold BAI 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 — +1893% more funds vs a year ago

fund count last 6Q
+511 new funds entered over the past year (+1893% 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 — 82% buying

468 buying102 selling
Last quarter: 468 funds were net buyers (95 opened a brand new position + 373 added to an existing one). Only 102 were sellers (50 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-52 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 247 → 128 → 147 → 95. 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 — 59% entered in last year

■ 0% conviction (2yr+) ■ 41% medium ■ 59% new
Only 2 funds (0%) 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.
📊

Peak discovery — momentum slowing

19 → 247 → 128 → 147 → 95 new funds/Q
New funds entering each quarter: 247 → 128 → 147 → 95. BAI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 98% of holders entered in last year

■ 1% veterans ■ 1% 1-2yr ■ 98% new
Of 538 current holders: 527 (98%) entered in the past year, only 3 (1%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
22 of 537 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — BAI

In 2026 Q1, 468 hedge funds were net buyers of BAI (95 opened a new position, 373 added to an existing one), while 102 reduced or exited (50 trimmed, 52 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in BAI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 538.

Hedge Fund Ownership: BAI

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

Market Analysis: BAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAI

-- --

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

Is It Too Late to Buy Blackrock ETF Trust (BAI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BAI has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
BAI
-11.3%
SPY
+4.0%

BAI outperformed SPY by -15.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
BAI
+0.0%
SPY
+0.0%

Since the filing became public, BAI outperformed SPY by +0.0% .

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.

14 top-rated funds 32 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: BAI
2026 Q2 Stats Unlock in 5 days 528 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 528 494 6.88%
13F Shares 291M 256M 13.53%
Total Value $9.12B $8.53B 6.86%
New Positions 89 147 -58
Increased Positions 370 306 +64
Closed Positions 55 24 +31
Reduced Positions 49 29 +20
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAI

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 Q2)

528 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greater Midwest Financial Group, LLC 10.79% 410,397 $21.6M
2 Buttonwood Financial Group, LLC 7.80% 258,723 $13.6M
3 Hemming& Wealth Management, INC. 6.83% 212,817 $11.2M
4 Abundance Wealth Counselors 6.64% 1,939,405 $102.2M
5 Oak Barrel Wealth Advisory LLC 5.88% 252,580 $13.3M
6 Sofi Wealth, LLC 5.59% 2,635,605 $138.9M
7 Dynasty Wealth Management, LLC 5.54% 14,150,853 $746.0M
8 Avid Wealth Partners LLC 5.49% 214,928 $11.3M
9 Hobbs Wealth Management, LLC 5.46% 122,585 $6.5M
10 Midwest Capital Advisors, LLC 5.02% 234,379 $12.4M
11 Shah Wealth Advisors, LLC 4.76% 391,169 $20.6M
12 Centerline Wealth Advisors, LLC 4.74% 286,945 $15.1M
13 Peak Wealth Management LLC 4.67% 126,148 $6.7M
14 Bush Investment Group, LLC 4.64% 257,512 $8.5M
15 Kilter Group LLC 4.34% 227,170 $12.0M
16 Sagespring Wealth Partners, LLC 4.28% 5,280,812 $278.4M
17 Town Capital LLC 4.22% 126,199 $6.7M
18 A4 Wealth Advisors LLC 4.04% 115,680 $6.1M
19 Eq LLC 4.04% 312,275 $16.5M
20 J.E. Simmons & Co., P.C. 3.98% 134,090 $7.1M
21 West Wealth Group, LLC 3.89% 451,582 $23.8M
22 Archer Investment Management, LLC 3.82% 211,985 $11.2M
23 Core Wealth Advisors, LLC 3.78% 97,213 $5.1M
24 Curtis Wealth Management LLC 3.74% 83,711 $4.4M
25 Tennessee Valley Asset Management Partners 3.72% 639,824 $33.7M
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 — Blackrock ETF Trust (BAI)

What does the Smart Money Trend signal show for BAI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added BAI 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 BAI?

More buyers than sellers — 82% buying: Last quarter: 468 funds were net buyers (95 opened a brand new position + 373 added to an existing one). Only 102 were sellers (50 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BAI holders?

Elite ownership — 47% AUM from top-100 funds: 22 of 537 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BAI. 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 BAI?

Mostly new holders — 59% entered in last year: Only 2 funds (0%) 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 Blackrock ETF Trust (BAI) following the 2026 Q2 hedge fund 13F filings?

As of today, BAI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BAI has gained -11.3% vs +4.0% 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 →