Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust II (BRTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
7Q ▲
Buyers last Q
66%

Smart Money Signals — BRTR

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added BRTR 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
64 hedge funds hold BRTR right now — the highest count in 2.5 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 — +113% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+113% 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 — 66% buying

44 buying23 selling
Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 23 were sellers (18 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 3% conviction (2yr+) ■ 44% medium ■ 53% new
Only 2 funds (3%) 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.
📈

Growing discovery — still being found

12 → 6 → 10 → 19 → 14 new funds/Q
New funds entering each quarter: 6 → 10 → 19 → 14. A growing number of institutions are discovering BRTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

■ 3% veterans ■ 20% 1-2yr ■ 77% new
Of 64 current holders: 49 (77%) entered in the past year, only 2 (3%) 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.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
8 of 64 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — BRTR

In 2026 Q1, 44 hedge funds were net buyers of BRTR (14 opened a new position, 30 added to an existing one), while 23 reduced or exited (18 trimmed, 5 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: BRTR

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

Market Analysis: BRTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRTR

-- --

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

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

Signal Freshness measures how much BRTR 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 · 76d ago
BRTR
+-0.0%
SPY
+14.1%

BRTR outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
BRTR
+1.1%
SPY
+0.3%

Since the filing became public, BRTR outperformed SPY by +0.8% .

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.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BRTR
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 55 16.36%
13F Shares 14M 13M 3.76%
Total Value $675M $665M 1.46%
New Positions 14 19 -5
Increased Positions 30 27 +3
Closed Positions 5 6 -1
Reduced Positions 18 7 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BRTR

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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 BRTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Weil Company, Inc. 7.14% 633,112 $31.8M
2 Contango Wealth Management LLC 5.46% 93,158 $4.7M
3 Wetzel Investment Advisors, INC. 4.48% 224,597 $11.3M
4 Centerline Wealth Advisors, LLC 3.10% 171,719 $8.6M
5 RFG - Bristol Wealth Advisors, LLC 2.98% 220,423 $11.1M
6 Swp Financial LLC 2.70% 105,660 $5.3M
7 Storen Legacy Partners, LLC 2.49% 158,255 $7.9M
8 Spectrum Planning & Advisory Services Inc. 2.40% 96,518 $4.8M
9 Beto Financial Group, LLC 2.11% 71,809 $3.6M
10 Sagespring Wealth Partners, LLC 1.79% 1,960,645 $98.4M
11 Dynasty Wealth Management, LLC 1.76% 4,026,972 $202.1M
12 May Hill Capital, LLC 1.70% 135,066 $6.8M
13 Taylor & Morgan Wealth Management, LLC 1.25% 43,800 $2.2M
14 Unique Wealth, LLC 1.12% 160,859 $8.1M
15 OpenArc Corporate Advisory, LLC 1.04% 1,446,655 $72.6M
16 CFS Investment Advisory Services, LLC 1.02% 291,738 $14.8M
17 Oregon Pacific Wealth Management, LLC 0.47% 9,025 $453K
18 Wealth Alliance, LLC 0.42% 85,264 $4.3M
19 Keystone Financial Group, Inc. 0.41% 15,768 $791K
20 TritonPoint Partners, LLC 0.34% 18,370 $922K
21 Ethos Financial Group, LLC 0.32% 87,712 $4.4M
22 Cyndeo Wealth Partners, LLC 0.28% 105,879 $5.3M
23 Fairvoy Private Wealth, LLC 0.24% 20,201 $1.0M
24 Breakwater Capital Group 0.24% 35,016 $1.8M
25 Eq LLC 0.23% 16,500 $828K
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 II (BRTR)

What does the Smart Money Trend signal show for BRTR?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BRTR 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 BRTR?

More buyers than sellers — 66% buying: Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 23 were sellers (18 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRTR holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 64 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BRTR?

Mostly new holders — 53% entered in last year: Only 2 funds (3%) 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 II (BRTR) following the 2026 Q1 hedge fund 13F filings?

As of today, BRTR has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), BRTR has gained +-0.0% vs +14.1% 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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