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IVVM BLACKROCK ETF TRUST II

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ISHARES LARG CAP (fund)

15 managers (15 13F filers) reported a position in IVVM shares at 2025-03-31, 1,851,704 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
6
Reduced
3
Sold out
4
Shares held by filers
1,851,704

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,064,500$32.5M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC387,256$11.8M<0.01%+211,16113F-HRTimelineGroup
CRA Financial Services, LLC172,423$5.27M0.9%+6,90813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS109,458$3.35M0.01%+22,81513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,679$1.24M<0.01%-20,07113F-HRTimelineGroup
Strategic Blueprint, LLC31,988$978K0.05%+2,23513F-HRTimeline
HighTower Advisors, LLC12,117$370K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,381$348K<0.01%+5,95213F-HRTimelineGroup
LifeGoal Investments, LLC10,635$325K0.35%-5,55913F-HRTimeline
NewEdge Advisors, LLC10,593$324K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC492$15K<0.01%+39713F-HRTimeline
AE Wealth Management LLC167$5.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.14$428<0.01%-2813F-HRTimeline
DHJJ Financial Advisors, Ltd.1$31<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.