Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ETF TRUST (BAI)

466 + 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
↑ +113
Streak
5Q ▲
Buyers last Q
89%

Smart Money Signals — BAI

Based on 466 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
466 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 — +5078% more funds vs a year ago

fund count last 6Q
+457 new funds entered over the past year (+5078% 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 — 89% buying

427 buying51 selling
Last quarter: 427 funds were net buyers (137 opened a brand new position + 290 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new BAI position: 18 → 235 → 121 → 137. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 94% entered in last year

■ 1% conviction (2yr+) ■ 5% medium ■ 94% new
Only 3 funds (1%) 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.
💎

Buying through price weakness — shares +39%, value -6%

Value
-5%
Shares
+39%
Last quarter: funds added +39% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~137 new funds/quarter

9 → 18 → 235 → 121 → 137 new funds/Q
New funds entering each quarter: 18 → 235 → 121 → 137. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 466 current holders: 462 (99%) entered in the past year, only 4 (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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
15 of 466 holders are among the 100 largest funds by AUM, controlling 49% 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.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 23 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: BAI
2026 Q1 Stats Unlock in 22 days 466 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 466 353 32.01%
13F Shares 250M 180M 39.1%
Total Value $8.33B $8.85B -5.91%
New Positions 137 121 +16
Increased Positions 290 217 +73
Closed Positions 24 28 -4
Reduced Positions 27 9 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAI

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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)

466 + investors

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

Top 25 institutional holders of BAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Buttonwood Financial Group, LLC 7.17% 353,593 $11.7M
2 Centerline Wealth Advisors, LLC 5.68% 479,288 $15.8M
3 Abundance Wealth Counselors 5.27% 1,114,217 $36.7M
4 Greater Midwest Financial Group, LLC 4.50% 254,173 $8.4M
5 Midwest Capital Advisors, LLC 4.26% 276,461 $9.1M
6 Peak Wealth Management LLC 3.87% 142,976 $4.7M
7 Storen Legacy Partners, LLC 3.84% 372,014 $12.3M
8 Bedminster, LLC 3.08% 100,542 $3.3M
9 J.E. Simmons & Co., P.C. 3.01% 136,607 $4.5M
10 UNIQUE WEALTH, LLC 2.89% 634,211 $20.9M
11 JB Capital LLC 2.83% 2,123,297 $70.0M
12 Archer Investment Management, LLC 2.79% 201,469 $6.6M
13 Tennessee Valley Asset Management Partners 2.79% 641,141 $21.1M
14 Stone House Investment Management, LLC 2.77% 469,968 $15.5M
15 ONE Advisory Partners, LLC 2.75% 271,231 $8.9M
16 Kelly Financial Services LLC 2.70% 340,183 $11.2M
17 Sharkey, Howes & Javer 2.63% 593,338 $19.6M
18 Polaris Investment Advisors, LLC 2.61% 108,737 $3.6M
19 PATTON ALBERTSON MILLER GROUP, LLC 2.59% 662,075 $21.8M
20 Daviman Financial, LLC 2.56% 131,395 $4.3M
21 Cardinal Strategic Wealth Guidance 2.49% 286,144 $9.4M
22 Detalus Advisors, LLC 2.46% 326,924 $10.8M
23 SWMG, LLC 2.45% 260,779 $8.6M
24 Portfolio Resources Advisor Group, Inc. 2.41% 73,645 $2.4M
25 True Vision MN LLC 2.28% 134,207 $4.4M
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 — 5 quarters in a row: For 5 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 — 89% buying: Last quarter: 427 funds were net buyers (137 opened a brand new position + 290 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BAI holders?

Elite ownership — 49% AUM from top-100 funds: 15 of 466 holders are among the 100 largest funds by AUM, controlling 49% 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 — 94% entered in last year: Only 3 funds (1%) 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.

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.