Ishares Tr (BGRN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BGRN has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), BGRN gained +0.1% vs +13.0% 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.

Ishares Tr (BGRN)

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

Smart Money Signals — BGRN

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BGRN 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

132 hedge funds hold BGRN 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.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 69% buying

76 buying34 selling

Last quarter: 76 funds were net buyers (17 opened a brand new position + 59 added to an existing one). Only 34 were sellers (30 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 16 → 13 → 17. 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+) ■ 24% medium ■ 23% new

70 out of 132 hedge funds have held BGRN 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.

💎

Buying through price weakness — shares +3%, value -18%

Value

-18%

+3%

Last quarter: funds added +3% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~17 new funds/quarter

19 → 13 → 16 → 13 → 17 new funds/Q

New funds entering each quarter: 13 → 16 → 13 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 29% newcomers

■ 54% veterans ■ 17% 1-2yr ■ 29% new

Entry-cohort mix of 132 holders: 71 (54%) are 2+ year veterans, 23 entered 1–2 years ago, and 38 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

20 of 132 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	131	119	10.08%
13F Shares	7M	7M	3.45%
Total Value	$262M	$320M	-18.19%
New Positions	16	13	+3
Increased Positions	59	61	-2
Closed Positions	4	12	-8
Reduced Positions	30	23	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

131

119

10.08%

13F Shares

3.45%

Total Value

$262M

$320M

-18.19%

New Positions

Increased Positions

-2

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

131 + investors

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

QUARTER:

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

Top 25 BGRN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Impact Investors, Inc	5.59%	169,667	$8.1M
2	Francis Financial, Inc.	2.19%	248,407	$11.8M
3	Laurel Wealth Planning LLC	1.75%	69,716	$3.3M
4	Seeds Investor LLC	0.91%	139,828	$6.7M
5	Plum Street Advisors, LLC	0.77%	46,930	$2.2M
6	Invera Wealth Advisors, LLC	0.77%	25,277	$1.2M
7	Livet Wealth, LLC	0.50%	16,634	$790K
8	Midwest Financial Partners Investments, Inc.	0.48%	19,003	$902K
9	Shotwell Rutter Baer Inc	0.46%	16,545	$785K
10	Equita Financial Network, Inc.	0.35%	23,254	$1.1M
11	Private Wealth Management Group, LLC	0.34%	27,196	$1.3M
12	Omega Financial Group, LLC	0.29%	18,795	$892K
13	KilterHowling LLC	0.19%	7,841	$372K
14	Torren Management, LLC	0.16%	6,660	$316K
15	Brio Consultants, LLC	0.15%	26,426	$1.3M
16	First Affirmative Financial Network	0.14%	6,036	$291K
17	Empower Advisory Group, LLC	0.14%	1,100,975	$52.3M
18	Zevin Asset Management LLC	0.14%	20,611	$978K
19	Walkner Condon Financial Advisors LLC	0.11%	17,942	$852K
20	Values Added Financial LLC	0.11%	5,329	$253K
21	XY Planning Network, Inc.	0.10%	13,066	$618K
22	DORVAL Corp	0.09%	6,378	$303K
23	Johnson Financial Group, LLC	0.09%	29,304	$1.4M
24	Mercer Global Advisors Inc /Adv	0.09%	1,213,301	$57.6M
25	Tanager Wealth Management LLP	0.07%	14,853	$705K

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 (BGRN)

What does the Smart Money Trend signal show for BGRN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BGRN 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 BGRN?

More buyers than sellers — 69% buying: Last quarter: 76 funds were net buyers (17 opened a brand new position + 59 added to an existing one). Only 34 were sellers (30 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGRN holders?

Strong quality — 26% AUM from major funds: 20 of 132 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGRN?

53% of holders stayed for 2+ years: 70 out of 132 hedge funds have held BGRN 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.

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

As of today, BGRN has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), BGRN has gained +0.1% vs +13.0% 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.

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Ishares Tr (BGRN)

Smart Money Signals — BGRN

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~17 new funds per quarter

53% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -18%

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 54% veterans vs 29% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — BGRN

Hedge Fund Ownership: BGRN

Market Analysis: BGRN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BGRN

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

Hedge Fund Positioning: BGRN

Statistics: BGRN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (BGRN)

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