Baron Financials ETF
BCFN
9 hedge funds and large institutions have $13.4M invested in Baron Financials ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
3% more capital invested
Capital invested by funds: $13M → $13.4M (+$421K)
0.41% more ownership
Funds ownership: 28.37% → 28.78% (+0.41%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$902K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$613K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$313K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$58.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
-$727K |
| 2 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$553K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$236K |
| 4 |
Jane Street
New York
|
-$166K |
| 5 |
KFP
Kerr Financial Planning
Fresno,
California
|
-$8.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFO
1
Biltmore Family Office
Charlotte,
North Carolina
| $10.3M | -$553K | -25,972 | -5% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.1M | +$613K | +28,751 | +126% |
|
|
3
Citadel Advisors
Miami,
Florida
| $899K | +$902K | +42,347 | New |
|
|
BO
4
Bank OZK
Little Rock,
Arkansas
| $465K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $327K | +$313K | +14,670 | +1,988% |
|
|
6
Jane Street
New York
| $249K | -$166K | -7,806 | -40% |
|
|
IFWM
7
Institute for Wealth Management
Denver,
Colorado
| $58.2K | +$58.4K | +2,740 | New |
|
8
Morgan Stanley
New York
| $25.8K | +$6.75K | +317 | +35% |
|
|
9
UBS Group
Zurich,
Switzerland
| $12.3K | +$12.4K | +581 | New |
|
|
SIC
10
Sterling Investment Counsel
Buffalo,
New York
| – | -$727K | -34,878 | Closed |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$236K | -11,336 | Closed |
|
|
KFP
12
Kerr Financial Planning
Fresno,
California
| – | -$8.39K | -387 | Closed |
|
BCFN Hedge Fund Activity: Q2 2026 in Review
9 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Baron Financials ETF (BCFN) for Q2 2026, worth a combined $13.4M — up 3.2% from $13M a quarter earlier.
Fund positioning in BCFN was balanced in Q2 2026: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $902K. The largest seller was Sterling Investment Counsel, exiting entirely with an estimated $727K sold.
- 9 institutional investors held Baron Financials ETF (BCFN) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $13.4M of Baron Financials ETF stock for Q2 2026, up 3.2% quarter-over-quarter.
- 3 funds opened new Baron Financials ETF positions in Q2 2026 and 3 closed out, a net change of 0 holders.
- The largest Baron Financials ETF buyer in Q2 2026 was Citadel Advisors, an estimated $902K added.
- The largest Baron Financials ETF seller in Q2 2026 was Sterling Investment Counsel, an estimated $727K sold.
Based on aggregated 13F filings for Q2 2026.