Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ETF TRUST II (IVVM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — IVVM

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
23 hedge funds hold IVVM 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 — +44% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+44% 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 — 65% buying

13 buying7 selling
Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 4% conviction (2yr+) ■ 48% medium ■ 48% new
Only 1 funds (4%) 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 — ~5 new funds/quarter

6 → 2 → 5 → 8 → 5 new funds/Q
New funds entering each quarter: 2 → 5 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 70% of holders entered in last year

■ 4% veterans ■ 26% 1-2yr ■ 70% new
Of 23 current holders: 16 (70%) entered in the past year, only 1 (4%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
2 of 23 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — IVVM

In 2025 Q4, 13 hedge funds were net buyers of IVVM (5 opened a new position, 8 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in IVVM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 23.

Hedge Fund Ownership: IVVM

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

Market Analysis: IVVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVVM

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IVVM
2026 Q1 Stats Unlock in 8 days 23 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 23 23 -
13F Shares 3M 3M 7.86%
Total Value $99M $90M 9.75%
New Positions 5 8 -3
Increased Positions 8 10 -2
Closed Positions 5 2 +3
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVVM

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Institutional Holders (2026 Q1)

23 + investors

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

Top 19 institutional holders of IVVM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vavra Capital Management, LLC 3.39% 102,084 $3.5M
2 COMPASS CAPITAL CORP /MA/ /ADV 0.81% 61,880 $2.3M
3 CRA Financial Services, LLC 0.70% 157,704 $5.4M
4 LifeGoal Investments, LLC 0.39% 20,078 $688K
5 Chatterton & Associates Inc. 0.20% 8,042 $282K
6 COFG Advisors, LLC 0.13% 15,354 $524K
7 BIP Wealth, LLC 0.04% 31,105 $1.1M
8 Patriot Financial Group Insurance Agency, LLC 0.02% 10,866 $371K
9 Envestnet Portfolio Solutions, Inc. 0.01% 58,993 $2.0M
10 ENVESTNET ASSET MANAGEMENT INC 0.01% 831,026 $28.3M
11 Brookstone Capital Management 0.01% 19,026 $649K
12 Apollon Wealth Management, LLC 0.00% 6,847 $234K
13 LPL Financial LLC 0.00% 123,454 $4.2M
14 Clearstead Advisors, LLC 0.00% 3,039 $104K
15 CoreCap Advisors, LLC 0.00% 492 $17K
16 HighTower Advisors, LLC 0.00% 12,117 $413K
17 ASSETMARK, INC 0.00% 3,226 $110K
18 IFP Advisors, Inc 0.00% 217 $7K
19 DHJJ Financial Advisors, Ltd. 0.00% 1 —
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 (IVVM)

What does the Smart Money Trend signal show for IVVM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IVVM?

More buyers than sellers — 65% buying: Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVM holders?

Strong quality — 27% AUM from major funds: 2 of 23 holders rank in the top 100 by AUM, accounting for 27% 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 IVVM?

Mostly new holders — 48% entered in last year: Only 1 funds (4%) 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.