Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust II (IVVB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — IVVB

Based on 30 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 IVVB 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 — 75% of 3.0Y peak

75% of all-time peak
30 funds currently hold this stock — 75% of the 3.0-year high of 40 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold IVVB compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 68% buying

19 buying9 selling
Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 7 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 13% conviction (2yr+) ■ 50% medium ■ 37% new
Only 4 funds (13%) 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.
⚠️

Saturation — most institutions already know this story

8 → 10 → 7 → 4 → 6 new funds/Q
New funds entering each quarter: 10 → 7 → 4 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 13% veterans, 50% new entrants

■ 13% veterans ■ 37% 1-2yr ■ 50% new
Of 30 current holders: 4 (13%) held 2+ years, 11 held 1–2 years, 15 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
6 of 30 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — IVVB

In 2026 Q2, 19 hedge funds were net buyers of IVVB (6 opened a new position, 13 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: IVVB

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

Market Analysis: IVVB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVVB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IVVB
30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 27 11.11%
13F Shares 3M 2M 10.87%
Total Value $96M $79M 20.78%
New Positions 6 4 +2
Increased Positions 13 10 +3
Closed Positions 3 6 -3
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVVB

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Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:
Top 25 IVVB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wick Capital Partners, LLC 5.94% 1,136,138 $39.3M
2 Planned Solutions, Inc. 1.66% 167,488 $5.8M
3 ERn Financial, LLC 0.42% 72,456 $2.5M
4 Ashton Thomas Private Wealth, LLC 0.14% 194,019 $6.7M
5 Formidable Asset Management, LLC 0.12% 23,621 $757K
6 Harborfront Financial Group LLC 0.09% 715 $25K
7 PFG Investments, LLC 0.07% 50,370 $1.7M
8 Csenge Advisory Group 0.04% 31,234 $1.1M
9 Valmark Advisers, Inc. 0.02% 54,591 $1.9M
10 Captrust Financial Advisors 0.01% 270,749 $9.4M
11 Operose Advisors LLC 0.01% 1,882 $65K
12 Integrated Advisors Network LLC 0.01% 5,840 $202K
13 Sagespring Wealth Partners, LLC 0.01% 16,090 $557K
14 Savvy Advisors, Inc. 0.01% 9,920 $344K
15 Harbour Investments, INC. 0.00% 6,600 $229K
16 NewEdge Advisors, LLC 0.00% 22,324 $773K
17 Clearstead Advisors, LLC 0.00% 3,173 $110K
18 Raymond James Financial Inc 0.00% 87,233 $3.0M
19 Mercer Global Advisors Inc /Adv 0.00% 14,800 $513K
20 Cetera Investment Advisers 0.00% 17,770 $615K
21 LPL Financial LLC 0.00% 31,934 $1.1M
22 BlackRock, Inc. 0.00% 455,542 $15.8M
23 IFP Advisors, Inc 0.00% 345 $12K
24 Susquehanna International Group, LLP 0.00% 77,507 $2.7M
25 Osaic Holdings, INC. 0.00% 791 $27K
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 (IVVB)

What does the Smart Money Trend signal show for IVVB?

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

More buyers than sellers — 68% buying: Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVB holders?

Smaller funds dominant — 18% AUM from top-100: 6 of 30 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVVB?

Mostly new holders — 37% entered in last year: Only 4 funds (13%) 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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