Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust II (HIMU)

237 + Investors. Track Smart Money conviction in HIMU. 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
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — HIMU

Based on 238 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HIMU 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
238 funds currently hold this stock — 92% of the 3.0-year high of 259 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

143 buying108 selling
Last quarter: 143 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 55 → 46 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

1% conviction (2yr+) 61% medium 38% new
Only 2 funds (1%) 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.
➡️

Steady discovery — ~41 new funds/quarter

53 → 45 → 55 → 46 → 41 new funds/Q
New funds entering each quarter: 45 → 55 → 46 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 1% veterans, 53% new entrants

1% veterans 45% 1-2yr 53% new
Of 238 current holders: 3 (1%) held 2+ years, 108 held 1–2 years, 127 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
18 of 238 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in HIMU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — HIMU

In 2026 Q2, 143 hedge funds were net buyers of HIMU (41 opened a new position, 102 added to an existing one), while 108 reduced or exited (75 trimmed, 33 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 64% of total institutional value in HIMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 238.

Hedge Fund Ownership: HIMU

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

Market Analysis: HIMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HIMU

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: HIMU
237 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 237 230 3.04%
13F Shares 26M 21M 20.26%
Total Value $1.25B $997M 25.15%
New Positions 40 46 -6
Increased Positions 102 65 +37
Closed Positions 33 75 -42
Reduced Positions 75 99 -24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HIMU

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Institutional Holders (2026 Q2)

237 + investors

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

QUARTER:
Top 25 HIMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tolleson Wealth Management, Inc. 4.30% 613,773 $29.4M
2 Fairman Group, LLC 2.23% 57,115 $2.8M
3 Droms Strauss Advisors Inc /Mo/ /Adv 2.21% 195,693 $9.7M
4 Axiom Financial Strategies, LLC 1.54% 98,593 $4.9M
5 Focused Wealth Management, Inc 1.27% 293,487 $14.6M
6 GGM Financial LLC 0.67% 35,362 $1.8M
7 DeLarme Wealth Management, Inc. 0.64% 22,144 $1.1M
8 Paces Ferry Wealth Advisors, LLC 0.59% 31,998 $1.6M
9 Financial Synergies Wealth Advisors, Inc. 0.56% 132,800 $6.6M
10 Cherrydale Wealth Management, LLC 0.53% 40,842 $2.0M
11 Sunbeam Capital Management, LLC 0.50% 22,050 $1.1M
12 Joel Isaacson & Co., LLC 0.49% 337,157 $16.8M
13 Willis Johnson & Associates, Inc. 0.48% 172,500 $8.6M
14 Atlas Private Wealth Advisors 0.45% 40,869 $2.0M
15 Perspective Wealth Advisors LLC 0.45% 16,253 $809K
16 Keystone Global Partners, LLC 0.40% 21,143 $1.1M
17 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.36% 146,866 $7.3M
18 J.Safra Asset Management Corp 0.36% 156,043 $7.8M
19 Beacon Bridge Wealth Partners, LLC 0.33% 23,586 $1.2M
20 Arwa LLC 0.33% 16,027 $789K
21 Provident Wealth Management, LLC 0.26% 20,269 $1.0M
22 Vision Retirement, LLC 0.23% 18,688 $931K
23 GC Wealth Management RIA, LLC 0.19% 66,744 $3.3M
24 Alterna Wealth Management, Inc 0.18% 6,452 $321K
25 Icon Wealth Advisors, LLC 0.18% 59,734 $3.0M
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 (HIMU)

What does the Smart Money Trend signal show for HIMU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HIMU 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 HIMU?

Slight buying edge — 57% buying: Last quarter: 143 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HIMU holders?

Elite ownership — 64% AUM from top-100 funds: 18 of 238 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in HIMU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HIMU?

Mostly new holders — 38% entered in last year: Only 2 funds (1%) 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.

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