Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ETF TRUST (BALI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
9Q ▲
Buyers last Q
75%

Smart Money Signals — BALI

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added BALI 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
116 hedge funds hold BALI 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 — +132% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+132% 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 — 75% buying

94 buying31 selling
Last quarter: 94 funds were net buyers (33 opened a brand new position + 61 added to an existing one). Only 31 were sellers (18 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BALI position: 27 → 15 → 27 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 3% conviction (2yr+) ■ 47% medium ■ 51% new
Only 3 funds (3%) 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.
📈

Growing discovery — still being found

37 → 27 → 15 → 27 → 33 new funds/Q
New funds entering each quarter: 27 → 15 → 27 → 33. A growing number of institutions are discovering BALI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 85% of holders entered in last year

■ 2% veterans ■ 13% 1-2yr ■ 85% new
Of 116 current holders: 99 (85%) entered in the past year, only 2 (2%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
11 of 116 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BALI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Hedge Fund Ownership: BALI

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

Market Analysis: BALI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BALI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: BALI
2026 Q1 Stats Unlock in 14 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 96 20.83%
13F Shares 14M 10M 36.54%
Total Value $464M $333M 39.39%
New Positions 33 27 +6
Increased Positions 61 43 +18
Closed Positions 13 7 +6
Reduced Positions 18 21 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BALI

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of BALI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SOUTHERN CAPITAL SERVICES INC /ADV 4.57% 230,649 $7.1M
2 Granite Bay Wealth Management, LLC 2.02% 307,411 $9.5M
3 Semus Wealth Partners LLC 1.48% 86,194 $2.7M
4 Patriot Financial Group Insurance Agency, LLC 1.06% 612,696 $18.9M
5 Next Level Private LLC 1.03% 147,460 $4.5M
6 FUKOKU MUTUAL LIFE INSURANCE CO 0.74% 366,000 $11.3M
7 Flagship Private Wealth, LLC 0.73% 58,444 $1.8M
8 PMG Family Office LLC 0.66% 19,262 $593K
9 Avior Wealth Management, LLC 0.62% 712,602 $22.0M
10 DRIVE WEALTH MANAGEMENT, LLC 0.51% 77,731 $2.4M
11 Kelly Financial Services LLC 0.44% 58,476 $1.8M
12 Cornerstone Wealth Group, LLC 0.37% 178,208 $5.8M
13 United Advisor Group, LLC 0.36% 94,811 $2.9M
14 Avantra Family Wealth, Inc. 0.33% 14,577 $449K
15 Sovran Advisors, LLC 0.23% 87,874 $2.9M
16 Triad Wealth Partners, LLC 0.21% 87,434 $2.7M
17 U.S. Capital Wealth Advisors, LLC 0.20% 262,159 $8.1M
18 Wealth Quarterback LLC 0.20% 16,709 $515K
19 EHRLICH FINANCIAL GROUP 0.20% 11,207 $345K
20 BEACON FINANCIAL GROUP 0.19% 60,852 $1.9M
21 Skyline Advisors, Inc. 0.18% 16,813 $518K
22 ARWA LLC 0.18% 11,195 $354K
23 WILLNER & HELLER, LLC 0.17% 7,243 $223K
24 SHEETS SMITH WEALTH MANAGEMENT 0.14% 39,847 $1.2M
25 Detalus Advisors, LLC 0.13% 18,492 $570K
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 (BALI)

What does the Smart Money Trend signal show for BALI?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BALI 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 BALI?

More buyers than sellers — 75% buying: Last quarter: 94 funds were net buyers (33 opened a brand new position + 61 added to an existing one). Only 31 were sellers (18 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BALI holders?

Elite ownership — 61% AUM from top-100 funds: 11 of 116 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BALI. 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 BALI?

Mostly new holders — 51% entered in last year: Only 3 funds (3%) 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.