Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (BGRN)

117 + Investors. Track Smart Money conviction in BGRN. 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
→ 0
Streak
1Q —
Buyers last Q
68%

Smart Money Signals — BGRN

Based on 117 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
117 hedge funds hold BGRN 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BGRN is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 68% buying

73 buying34 selling
Last quarter: 73 funds were net buyers (12 opened a brand new position + 61 added to an existing one). Only 34 were sellers (22 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 13 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 31% medium 14% new
65 out of 117 hedge funds have held BGRN 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.
📊

Peak discovery — momentum slowing

19 → 19 → 13 → 15 → 12 new funds/Q
New funds entering each quarter: 19 → 13 → 15 → 12. BGRN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 21% 1-2yr 27% new
Of 117 current holders: 60 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
14 of 117 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: BGRN

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

Market Analysis: BGRN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGRN

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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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BGRN
2026 Q1 Stats Unlock in 14 days 117 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 117 117 -
13F Shares 7M 6M 5.54%
Total Value $313M $298M 5.12%
New Positions 12 15 -3
Increased Positions 61 61 -
Closed Positions 12 11 +1
Reduced Positions 22 18 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGRN

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Institutional Holders (2026 Q1)

117 + investors

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

Top 25 institutional holders of BGRN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 5.59% 169,667 $8.1M
2 Laurel Wealth Planning LLC 1.75% 69,716 $3.3M
3 Invera Wealth Advisors, LLC 0.77% 25,277 $1.2M
4 Livet Wealth, LLC 0.50% 16,634 $790K
5 Midwest Financial Partners Investments, Inc. 0.48% 19,003 $902K
6 Shotwell Rutter Baer Inc 0.46% 16,545 $785K
7 Equita Financial Network, Inc. 0.35% 23,254 $1.1M
8 Private Wealth Management Group, LLC 0.34% 27,196 $1.3M
9 Torren Management, LLC 0.16% 6,660 $316K
10 Walkner Condon Financial Advisors LLC 0.11% 17,942 $852K
11 Values Added Financial LLC 0.11% 5,329 $253K
12 XY Planning Network, Inc. 0.10% 13,066 $618K
13 DORVAL Corp 0.09% 6,378 $303K
14 Tanager Wealth Management LLP 0.07% 14,853 $705K
15 Clarity Asset Management, Inc. 0.07% 2,809 $133K
16 Sachetta, LLC 0.07% 2,589 $123K
17 Falcon Wealth Planning 0.07% 20,212 $959K
18 Morton Brown Family Wealth, LLC 0.06% 4,877 $232K
19 Westfuller Advisors, LLC 0.05% 2,443 $116K
20 Cardinal Point Capital Management ULC 0.04% 13,838 $657K
21 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% 46,842 $2.2M
22 RICHARDSON FINANCIAL SERVICES INC. 0.03% 941 $45K
23 LRI Investments, LLC 0.03% 6,158 $292K
24 Signature Resources Capital Management, LLC 0.03% 1,131 $54K
25 Dynamic Advisor Solutions LLC 0.03% 16,840 $799K
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 — ISHARES TR (BGRN)

What does the Smart Money Trend signal show for BGRN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BGRN?

More buyers than sellers — 68% buying: Last quarter: 73 funds were net buyers (12 opened a brand new position + 61 added to an existing one). Only 34 were sellers (22 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGRN holders?

Smaller funds dominant — 17% AUM from top-100: 14 of 117 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BGRN?

56% of holders stayed for 2+ years: 65 out of 117 hedge funds have held BGRN 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.