Blackrock ETF Trust (BALI) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Blackrock ETF Trust (BALI) following the 2026 Q2 hedge fund 13F filings?

As of today, BALI 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), BALI gained +4.0% vs +3.9% 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.

Blackrock ETF Trust (BALI)

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

Smart Money Signals — BALI

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 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

140 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 — +89% more funds vs a year ago

fund count last 6Q

+66 new funds entered over the past year (+89% 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

114 buying37 selling

Last quarter: 114 funds were net buyers (37 opened a brand new position + 77 added to an existing one). Only 37 were sellers (18 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 30 → 34 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 51% entered in last year

■ 2% conviction (2yr+) ■ 46% medium ■ 51% new

Only 3 funds (2%) 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.

🚀

Acceleration phase — new buyers rushing in

27 → 16 → 30 → 34 → 37 new funds/Q

New funds entering each quarter: 16 → 30 → 34 → 37. 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.

🌱

Early stage — 71% of holders entered in last year

■ 2% veterans ■ 27% 1-2yr ■ 71% new

Of 140 current holders: 99 (71%) entered in the past year, only 3 (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 — 58% AUM from top-100 funds

58% from top-100 AUM funds

17 of 140 holders are among the 100 largest funds by AUM, controlling 58% 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.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	139	121	14.88%
13F Shares	20M	15M	37.12%
Total Value	$618M	$475M	30.07%
New Positions	37	34	+3
Increased Positions	76	65	+11
Closed Positions	19	13	+6
Reduced Positions	18	18	-
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

139

121

14.88%

13F Shares

20M

15M

37.12%

Total Value

$618M

$475M

30.07%

New Positions

Increased Positions

+11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BALI. 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.

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

Top 25 BALI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Southern Capital Services Inc /Adv	4.26%	224,445	$7.6M
2	Decker Wealth Management LLC	2.20%	306,848	$10.4M
3	Semus Wealth Partners LLC	1.51%	92,395	$3.1M
4	Keeler Thomas Management LLC	1.46%	122,118	$4.1M
5	Fukoku Mutual Life Insurance Co	1.45%	737,000	$24.9M
6	Next Level Private LLC	1.30%	195,796	$6.6M
7	Patriot Financial Group Insurance Agency, LLC	1.12%	321,436	$10.9M
8	Arwa LLC	1.03%	72,833	$2.5M
9	Flagship Private Wealth, LLC	0.93%	77,637	$2.6M
10	Beto Financial Group, LLC	0.88%	49,855	$1.7M
11	Harborfront Financial Group LLC	0.70%	5,456	$185K
12	ShoreHaven Wealth Partners, LLC	0.67%	62,796	$2.1M
13	PMG Family Office LLC	0.62%	20,044	$678K
14	Avior Wealth Management, LLC	0.61%	680,906	$23.0M
15	Kelly Financial Services LLC	0.60%	82,596	$2.8M
16	Avantra Family Wealth, Inc.	0.52%	23,890	$808K
17	Drive Wealth Management, LLC	0.49%	80,714	$2.7M
18	United Advisor Group, LLC	0.38%	105,576	$3.6M
19	Cornerstone Wealth Group, LLC	0.36%	180,670	$6.1M
20	Lockerman Financial Group, INC.	0.35%	6,772	$229K
21	Ehrlich Financial Group	0.33%	19,058	$645K
22	Quadrant Private Wealth Management, LLC	0.32%	42,279	$1.4M
23	Founders Financial Alliance, LLC	0.31%	69,909	$2.4M
24	Skyline Advisors, Inc.	0.28%	26,544	$898K
25	Fiduciary Financial Advisors	0.28%	81,581	$2.8M

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 — 10 quarters in a row: For 10 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: 114 funds were net buyers (37 opened a brand new position + 77 added to an existing one). Only 37 were sellers (18 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BALI holders?

Elite ownership — 58% AUM from top-100 funds: 17 of 140 holders are among the 100 largest funds by AUM, controlling 58% 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 (2%) 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 (BALI) following the 2026 Q2 hedge fund 13F filings?

As of today, BALI 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), BALI has gained +4.0% vs +3.9% 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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Blackrock ETF Trust (BALI)

Smart Money Signals — BALI

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +89% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~37 new funds per quarter

Mostly new holders — 51% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 71% of holders entered in last year

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — BALI

Hedge Fund Ownership: BALI

Market Analysis: BALI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BALI

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

Hedge Fund Positioning: BALI

Statistics: BALI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock ETF Trust (BALI)

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