Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust II (IVVM)

37 + 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
↑ +7
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — IVVM

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IVVM 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
31 hedge funds hold IVVM right now — the highest count in 2.8 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 — +121% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+121% 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 — 72% buying

18 buying7 selling
Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 7 were sellers (6 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 55% entered in last year

■ 3% conviction (2yr+) ■ 42% medium ■ 55% new
Only 1 funds (3%) 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 — ~8 new funds/quarter

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

Early stage — 65% of holders entered in last year

■ 6% veterans ■ 29% 1-2yr ■ 65% new
Of 31 current holders: 20 (65%) entered in the past year, only 2 (6%) 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.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
4 of 31 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IVVM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 2026 Q1, 18 hedge funds were net buyers of IVVM (8 opened a new position, 10 added to an existing one), while 7 reduced or exited (6 trimmed, 1 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in IVVM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 31.

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.

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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
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 31 19.35%
13F Shares 3M 3M 9.21%
Total Value $127M $107M 18.88%
New Positions 8 8 -
Increased Positions 14 10 +4
Closed Positions 2 1 +1
Reduced Positions 11 6 +5
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 Q2)

37 + investors

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

QUARTER:
Top 25 IVVM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vavra Capital Management, LLC 3.33% 103,066 $3.8M
2 Founders Financial Securities LLC 0.83% 437,284 $16.2M
3 Compass Capital Corp /Ma/ /Adv 0.79% 64,325 $2.4M
4 CRA Financial Services, LLC 0.66% 155,877 $5.8M
5 LifeGoal Investments, LLC 0.41% 24,372 $901K
6 Harborfront Financial Group LLC 0.28% 2,015 $74K
7 Chatterton & Associates Inc. 0.18% 8,042 $299K
8 COFG Advisors, LLC 0.11% 17,016 $629K
9 PFG Investments, LLC 0.05% 36,288 $1.3M
10 Gwn Securities INC. 0.04% 6,209 $229K
11 Patriot Financial Group Insurance Agency, LLC 0.02% 5,433 $201K
12 Envestnet Portfolio Solutions, Inc. 0.01% 70,653 $2.6M
13 Fiduciary Financial Advisors 0.01% 2,473 $91K
14 Captrust Financial Advisors 0.01% 162,000 $6.0M
15 Brookstone Capital Management 0.01% 20,867 $771K
16 Savvy Advisors, Inc. 0.01% 9,288 $343K
17 Envestnet Asset Management Inc 0.01% 724,237 $26.8M
18 Ameritas Advisory Services, LLC 0.00% 5,783 $214K
19 Apollon Wealth Management, LLC 0.00% 5,433 $201K
20 Raymond James Financial Inc 0.00% 224,671 $8.3M
21 NewEdge Advisors, LLC 0.00% 20,223 $747K
22 Osaic Holdings, INC. 0.00% 28,187 $1.0M
23 Cetera Investment Advisers 0.00% 32,249 $1.2M
24 Clearstead Advisors, LLC 0.00% 3,039 $112K
25 LPL Financial LLC 0.00% 114,901 $4.2M
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IVVM 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 IVVM?

More buyers than sellers — 72% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 7 were sellers (6 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVM holders?

Elite ownership — 65% AUM from top-100 funds: 4 of 31 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IVVM. 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 IVVM?

Mostly new holders — 55% entered in last year: Only 1 funds (3%) 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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