Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ETF TRUST II (BRTR)

50 + Investors. Track Smart Money conviction in BRTR. 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
↑ +10
Streak
6Q ▲
Buyers last Q
76%

Smart Money Signals — BRTR

Based on 50 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
50 hedge funds hold BRTR right now — the highest count in 2.2 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 — +163% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+163% 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

41 buying13 selling
Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BRTR position: 11 → 6 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 52% entered in last year

0% conviction (2yr+) 48% medium 52% new
Only 0 funds (0%) 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

9 → 11 → 6 → 9 → 16 new funds/Q
New funds entering each quarter: 11 → 6 → 9 → 16. A growing number of institutions are discovering BRTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 82% of holders entered in last year

0% veterans 18% 1-2yr 82% new
Of 50 current holders: 41 (82%) entered in the past year, only 0 (0%) 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.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
5 of 50 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BRTR
2026 Q1 Stats Unlock in 20 days 50 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 50 40 25.0%
13F Shares 10M 4M 169.06%
Total Value $523M $195M 167.75%
New Positions 16 9 +7
Increased Positions 25 17 +8
Closed Positions 6 1 +5
Reduced Positions 7 12 -5
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)

50 + investors

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

Top 25 institutional holders of BRTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Weil Company, Inc. 7.14% 633,112 $31.8M
2 WETZEL INVESTMENT ADVISORS, INC. 4.48% 224,597 $11.3M
3 Centerline Wealth Advisors, LLC 3.10% 171,719 $8.6M
4 SWP FINANCIAL LLC 2.70% 105,660 $5.3M
5 Storen Legacy Partners, LLC 2.49% 158,255 $7.9M
6 Spectrum Planning & Advisory Services Inc. 2.40% 96,518 $4.8M
7 Taylor & Morgan Wealth Management, LLC 1.25% 43,800 $2.2M
8 UNIQUE WEALTH, LLC 1.12% 160,859 $8.1M
9 CFS Investment Advisory Services, LLC 1.02% 291,738 $14.8M
10 Oregon Pacific Wealth Management, LLC 0.47% 9,025 $453K
11 Keystone Financial Group, Inc. 0.41% 15,768 $791K
12 TritonPoint Partners, LLC 0.34% 18,370 $922K
13 Cyndeo Wealth Partners, LLC 0.28% 105,879 $5.3M
14 Fairvoy Private Wealth, LLC 0.24% 20,201 $1.0M
15 Breakwater Capital Group 0.24% 35,016 $1.8M
16 Vise Technologies, Inc. 0.14% 144,152 $7.3M
17 McKinley Carter Wealth Services, Inc. 0.14% 46,762 $2.3M
18 Parisi Gray Wealth Management 0.07% 5,615 $282K
19 U.S. Capital Wealth Advisors, LLC 0.05% 43,489 $2.2M
20 GREATMARK INVESTMENT PARTNERS, INC. 0.04% 6,040 $303K
21 Quotient Wealth Partners, LLC 0.01% 7,125 $358K
22 Concurrent Investment Advisors, LLC 0.01% 9,329 $468K
23 Cambridge Investment Research Advisors, Inc. 0.00% 33,170 $2K
24 Farther Finance Advisors, LLC 0.00% 5,241 $262K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 8,804 $441K
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 — 6 quarters in a row: For 6 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 — 76% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRTR holders?

Strong quality — 39% AUM from major funds: 5 of 50 holders rank in the top 100 by AUM, accounting for 39% 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 BRTR?

Mostly new holders — 52% entered in last year: Only 0 funds (0%) 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.

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.