ISHAR LC MD QUR LD ETF-US IN (IVVM) Institutional Ownership Changes & 13F Activity
ISHAR LC MD QUR LD ETF-US IN (IVVM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Founders Financial Securities Llc, Envestnet Asset Management Inc, Captrust Financial Advisors, Pfg Investments, Llc, and Envestnet Portfolio Solutions, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -106,789 | -12.9% | 724,237 | $26.76M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +11,660 | +19.8% | 70,653 | $2.61M | Q2 2026 | Sep 23, 2026 |
| Ameritas Advisory Services, Llc | Buy | +5,783 | — | 5,783 | $213.68K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +2,473 | — | 2,473 | $91.38K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,841 | +3.9% | 48,670 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +1,662 | +10.8% | 17,016 | $628.79K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,202 | +4.5% | 28,187 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -906 | -0.4% | 224,671 | $8.30M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6 | +0.3% | 1,820 | $67.00K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Sell | -39,454 | -19.6% | 162,000 | $5.99M | Q2 2026 | Aug 13, 2026 |
| Compass Capital Corp | Buy | +2,445 | +4.0% | 64,325 | $2.43M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +3,193 | +11.0% | 32,249 | $1.19M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -184 | -0.9% | 20,223 | $747.30K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -8,553 | -6.9% | 114,901 | $4.25M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +7,185 | — | 7,185 | $265.51K | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +1,211 | +0.1% | 1,065,711 | $39.38M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +5,804 | — | 5,804 | $214.48K | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, Llc | Buy | +2,424 | +71.7% | 5,803 | $214.00K | Q2 2026 | Aug 05, 2026 |
| Gwn Securities Inc. | Sell | -133 | -2.1% | 6,209 | $229.44K | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | Buy | +9,288 | — | 9,288 | $343.22K | Q2 2026 | Aug 03, 2026 |
| Founders Financial Securities Llc | Buy | +437,284 | — | 437,284 | $16.16M | Q2 2026 | Jul 31, 2026 |
| Assetmark, Inc | Sell | -3,076 | -95.4% | 150 | $5.54K | Q2 2026 | Jul 30, 2026 |
| Cra Financial Services, Llc | Sell | -1,827 | -1.2% | 155,877 | $5.76M | Q2 2026 | Jul 24, 2026 |
| Pfg Investments, Llc | Buy | +36,288 | — | 36,288 | $1.34M | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, Llc | Sell | -1,414 | -20.7% | 5,433 | $200.77K | Q2 2026 | Jul 23, 2026 |
| Vavra Capital Management, Llc | Buy | +982 | +1.0% | 103,066 | $3.81M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +25 | +11.5% | 242 | $8.94K | Q2 2026 | Jul 20, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Sell | -5,433 | -50.0% | 5,433 | $200.75K | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | Buy | +1,841 | +9.7% | 20,867 | $771.10K | Q2 2026 | Jul 15, 2026 |
| Lifegoal Investments, Llc | Buy | +4,294 | +21.4% | 24,372 | $900.62K | Q2 2026 | Jul 08, 2026 |
Frequently asked questions about IVVM activity
Which institutional owners are buying IVVM?
Institutional owners buying IVVM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVVM activity?
"Buy" means an investor increased their reported position in IVVM compared to the prior reporting period. This reflects growing exposure to ISHAR LC MD QUR LD ETF-US IN (IVVM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVVM increasing?
Institutional interest in IVVM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.