Stock Analysis
Data Source: SEC EDGAR 13F
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Blackrock Utils Infrastructu (BUI)

83 + Investors. Track Smart Money conviction in BUI. 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
↑ +9
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — BUI

Based on 84 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BUI 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
84 hedge funds hold BUI 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 — +31% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+31% 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 — 69% buying

57 buying26 selling
Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 17 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 23% medium 26% new
43 out of 84 hedge funds have held BUI 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.
🚀

Acceleration phase — new buyers rushing in

7 → 7 → 11 → 17 → 19 new funds/Q
New funds entering each quarter: 7 → 11 → 17 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

58% veterans 17% 1-2yr 25% new
Entry-cohort mix of 84 holders: 49 (58%) are 2+ year veterans, 14 entered 1–2 years ago, and 21 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
16 of 83 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in BUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BUI

In 2026 Q2, 57 hedge funds were net buyers of BUI (19 opened a new position, 38 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in BUI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: BUI

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

Market Analysis: BUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUI

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

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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
1.3
/ 10
conviction
Hedge Fund Positioning: BUI
83 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 83 75 10.67%
13F Shares 5M 5M 8.47%
Total Value $143M $124M 15.16%
New Positions 19 17 +2
Increased Positions 38 31 +7
Closed Positions 10 11 -1
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUI

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Institutional Holders (2026 Q2)

83 + investors

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

QUARTER:
Top 25 BUI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pursuit Wealth Strategies, LLC 2.02% 53,624 $1.6M
2 Cypress Capital Management LLC (WY) 1.91% 78,975 $2.3M
3 Smith Asset Management Co., LLC 1.20% 52,521 $1.5M
4 PMG Family Office LLC 0.90% 33,671 $977K
5 Prairie Wealth Advisors, Inc. 0.74% $3.1M
6 American Institute for Advanced Investment Management, LLP 0.64% 38,140 $1.1M
7 Everstar Asset Management, LLC 0.41% 29,015 $842K
8 Stronghold Wealth Management L.L.C. 0.33% 8,477 $246K
9 Chancellor Financial Group WB LP 0.24% 13,539 $393K
10 Wealthspire Retirement, LLC 0.20% 128,821 $3.7M
11 M3 Advisory Group, LLC 0.16% 10,699 $310K
12 Z3 Capital Partners, LLC 0.09% 15,552 $451K
13 Liberty Square Wealth Partners LLC 0.08% 11,339 $329K
14 Hennion & Walsh Asset Management, Inc. 0.08% 94,120 $2.7M
15 Mpwm Advisory Solutions, LLC 0.08% 5,663 $164K
16 Liberty Capital Management, Inc. 0.06% 12,380 $359K
17 B. Riley Wealth Advisors, Inc. 0.04% 25,466 $739K
18 SeaCrest Wealth Management, LLC 0.03% 9,597 $278K
19 Cable Car Capital, LP 0.02% 25,716 $746K
20 Lanark Financial, INC. 0.01% 5,373 $156K
21 Kilter Group LLC 0.01% 1,000 $29K
22 OpenArc Corporate Advisory, LLC 0.01% 28,010 $813K
23 J.W. Cole Advisors, INC. 0.01% 18,209 $528K
24 Farther Finance Advisors, LLC 0.01% 24,933 $723K
25 Kestra Private Wealth Services, LLC 0.01% 15,875 $461K
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 Utils Infrastructu (BUI)

What does the Smart Money Trend signal show for BUI?

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

More buyers than sellers — 69% buying: Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUI holders?

Elite ownership — 65% AUM from top-100 funds: 16 of 83 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in BUI. 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 BUI?

51% of holders stayed for 2+ years: 43 out of 84 hedge funds have held BUI 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.

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.

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