Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (BGRN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — BGRN

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
132 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 — +14% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

76 buying34 selling
Last quarter: 76 funds were net buyers (17 opened a brand new position + 59 added to an existing one). Only 34 were sellers (30 trimmed + 4 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: 13 → 16 → 13 → 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+) ■ 24% medium ■ 23% new
70 out of 132 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.
💎

Buying through price weakness — shares +3%, value -18%

Value
-18%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

19 → 13 → 16 → 13 → 17 new funds/Q
New funds entering each quarter: 13 → 16 → 13 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 29% newcomers

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Entry-cohort mix of 132 holders: 71 (54%) are 2+ year veterans, 23 entered 1–2 years ago, and 38 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
20 of 132 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — BGRN

In 2026 Q1, 76 hedge funds were net buyers of BGRN (17 opened a new position, 59 added to an existing one), while 34 reduced or exited (30 trimmed, 4 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in BGRN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 132.

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

-- --

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

Is It Too Late to Buy Ishares Tr (BGRN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BGRN has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
BGRN
-1.0%
SPY
+3.9%

BGRN outperformed SPY by -4.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
BGRN
+0.0%
SPY
+0.0%

Since the filing became public, BGRN outperformed SPY by +0.0% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BGRN
2026 Q2 Stats Unlock in 5 days 131 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 131 119 10.08%
13F Shares 7M 7M 3.45%
Total Value $262M $320M -18.19%
New Positions 16 13 +3
Increased Positions 59 61 -2
Closed Positions 4 12 -8
Reduced Positions 30 23 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGRN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

131 + 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:
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.
Top 25 BGRN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 7.01% 201,844 $9.6M
2 Francis Financial, Inc. 1.98% 254,794 $12.1M
3 Laurel Wealth Planning LLC 1.52% 72,378 $3.4M
4 Plum Street Advisors, LLC 0.72% 47,429 $2.3M
5 Seeds Investor LLC 0.69% 140,678 $6.7M
6 Invera Wealth Advisors, LLC 0.66% 25,827 $1.2M
7 Livet Wealth, LLC 0.48% 17,621 $837K
8 Shotwell Rutter Baer Inc 0.45% 17,361 $824K
9 Midwest Financial Partners Investments, Inc. 0.37% 18,921 $898K
10 Equita Financial Network, Inc. 0.34% 25,643 $1.2M
11 Omega Financial Group, LLC 0.27% 18,664 $886K
12 Zenith Solutions, INC. 0.24% 5,494 $261K
13 Private Wealth Management Group, LLC 0.23% 21,250 $1.0M
14 Corepath Wealth Partners LLC 0.18% 6,097 $287K
15 Torren Management, LLC 0.16% 6,825 $324K
16 KilterHowling LLC 0.16% 7,496 $356K
17 Values Added Financial LLC 0.15% 8,849 $420K
18 Brio Consultants, LLC 0.15% 27,083 $1.3M
19 Gateway Wealth Partners, LLC 0.15% 51,724 $2.5M
20 Zevin Asset Management LLC 0.14% 20,555 $976K
21 Empower Advisory Group, LLC 0.13% 1,158,380 $55.0M
22 Walkner Condon Financial Advisors LLC 0.10% 18,276 $868K
23 DORVAL Corp 0.09% 6,379 $303K
24 Johnson Financial Group, LLC 0.08% 32,935 $1.6M
25 Mercer Global Advisors Inc /Adv 0.08% 1,287,316 $61.1M
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 — 3 quarters in a row: For 3 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 — 69% buying: Last quarter: 76 funds were net buyers (17 opened a brand new position + 59 added to an existing one). Only 34 were sellers (30 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGRN holders?

Strong quality — 26% AUM from major funds: 20 of 132 holders rank in the top 100 by AUM, accounting for 26% 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: 70 out of 132 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.

Is it too late to buy Ishares Tr (BGRN) following the 2026 Q2 hedge fund 13F filings?

As of today, BGRN 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), BGRN has gained -1.0% 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.

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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