Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust (BALI)

139 + 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
↑ +19
Streak
10Q ▲
Buyers last Q
76%

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 — 76% buying

114 buying36 selling
Last quarter: 114 funds were net buyers (37 opened a brand new position + 77 added to an existing one). Only 36 were sellers (18 trimmed + 18 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: 15 → 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 → 15 → 30 → 34 → 37 new funds/Q
New funds entering each quarter: 15 → 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
16 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.

Institutional Sentiment Summary — BALI

In 2026 Q1, 114 hedge funds were net buyers of BALI (37 opened a new position, 77 added to an existing one), while 36 reduced or exited (18 trimmed, 18 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in BALI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 140.

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.

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

Signal Freshness measures how much BALI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
BALI
+9.1%
SPY
+14.9%

BALI outperformed SPY by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
BALI
+0.8%
SPY
+1.1%

Since the filing became public, BALI outperformed SPY by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BALI
139 + Investors

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

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

Statistics: BALI

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 4.57% 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 Beto Financial Group, LLC 0.88% 45,016 $1.5M
7 Fukoku Mutual Life Insurance Co 0.74% 366,000 $11.3M
8 Flagship Private Wealth, LLC 0.73% 58,444 $1.8M
9 PMG Family Office LLC 0.66% 19,262 $593K
10 Avior Wealth Management, LLC 0.62% 712,602 $22.0M
11 Drive Wealth Management, LLC 0.51% 77,731 $2.4M
12 Kelly Financial Services LLC 0.44% 58,476 $1.8M
13 ShoreHaven Wealth Partners, LLC 0.40% 36,114 $1.1M
14 Cornerstone Wealth Group, LLC 0.37% 178,208 $5.8M
15 Founders Financial Alliance, LLC 0.36% 64,949 $2.0M
16 United Advisor Group, LLC 0.36% 94,811 $2.9M
17 Avantra Family Wealth, Inc. 0.33% 14,577 $449K
18 Sovran Advisors, LLC 0.23% 87,874 $2.9M
19 Triad Wealth Partners, LLC 0.21% 87,434 $2.7M
20 U.S. Capital Wealth Advisors, LLC 0.20% 262,159 $8.1M
21 Wealth Quarterback LLC 0.20% 16,709 $515K
22 Ehrlich Financial Group 0.20% 11,207 $345K
23 Beacon Financial Group 0.19% 60,852 $1.9M
24 Skyline Advisors, Inc. 0.18% 16,813 $518K
25 Vestmark Advisory Solutions, Inc. 0.18% 524,311 $16.2M
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 — 76% buying: Last quarter: 114 funds were net buyers (37 opened a brand new position + 77 added to an existing one). Only 36 were sellers (18 trimmed + 18 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: 16 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 Q1 hedge fund 13F filings?

As of today, BALI has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), BALI has gained +9.1% vs +14.9% 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.

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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