Ishares Tr (BGRN) Hedge Fund Ownership (Q2 2026)

Ishares Tr (BGRN)

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

Smart Money Signals — BGRN

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added BGRN 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

135 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.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 68% buying

82 buying38 selling

Last quarter: 82 funds were net buyers (17 opened a brand new position + 65 added to an existing one). Only 38 were sellers (24 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 13 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 21% new

72 out of 135 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.

📈

Growing discovery — still being found

13 → 16 → 13 → 17 → 17 new funds/Q

New funds entering each quarter: 16 → 13 → 17 → 17. A growing number of institutions are discovering BGRN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 28% newcomers

■ 53% veterans ■ 19% 1-2yr ■ 28% new

Entry-cohort mix of 135 holders: 71 (53%) are 2+ year veterans, 26 entered 1–2 years ago, and 38 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

19 of 135 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	133	132	0.76%
13F Shares	7M	7M	8.06%
Total Value	$283M	$262M	7.77%
New Positions	15	17	-2
Increased Positions	65	59	+6
Closed Positions	14	4	+10
Reduced Positions	24	30	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

133

132

0.76%

13F Shares

8.06%

Total Value

$283M

$262M

7.77%

New Positions

-2

Increased Positions

Closed Positions

+10

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

133 + investors

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

QUARTER:

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

Top 25 BGRN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	24.08%	531,914	$43.5M
2	Impact Investors, Inc	7.01%	201,844	$9.6M
3	Francis Financial, Inc.	1.98%	254,794	$12.1M
4	Laurel Wealth Planning LLC	1.52%	72,378	$3.4M
5	Plum Street Advisors, LLC	0.72%	47,429	$2.3M
6	Seeds Investor LLC	0.69%	140,678	$6.7M
7	Invera Wealth Advisors, LLC	0.66%	25,827	$1.2M
8	Livet Wealth, LLC	0.48%	17,621	$837K
9	Shotwell Rutter Baer Inc	0.45%	17,361	$824K
10	Midwest Financial Partners Investments, Inc.	0.37%	18,921	$898K
11	Equita Financial Network, Inc.	0.34%	25,643	$1.2M
12	Omega Financial Group, LLC	0.27%	18,664	$886K
13	Zenith Solutions, INC.	0.24%	5,494	$261K
14	Private Wealth Management Group, LLC	0.23%	21,250	$1.0M
15	Corepath Wealth Partners LLC	0.18%	6,097	$287K
16	Torren Management, LLC	0.16%	6,825	$324K
17	KilterHowling LLC	0.16%	7,496	$356K
18	Values Added Financial LLC	0.15%	8,849	$420K
19	Brio Consultants, LLC	0.15%	27,083	$1.3M
20	Gateway Wealth Partners, LLC	0.15%	51,724	$2.5M
21	Zevin Asset Management LLC	0.14%	20,555	$976K
22	Empower Advisory Group, LLC	0.13%	1,158,380	$55.0M
23	Walkner Condon Financial Advisors LLC	0.10%	18,276	$868K
24	Atomic Invest LLC	0.10%	3,518	$169K
25	DORVAL Corp	0.09%	6,379	$303K

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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BGRN 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 BGRN?

More buyers than sellers — 68% buying: Last quarter: 82 funds were net buyers (17 opened a brand new position + 65 added to an existing one). Only 38 were sellers (24 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGRN holders?

Strong quality — 22% AUM from major funds: 19 of 135 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGRN?

53% of holders stayed for 2+ years: 72 out of 135 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.

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Ishares Tr (BGRN)

Smart Money Signals — BGRN

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~17 new funds per quarter

53% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 28% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — BGRN

Hedge Fund Ownership: BGRN

Market Analysis: BGRN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BGRN

Hedge Fund Positioning: BGRN

Statistics: BGRN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (BGRN)

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