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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-106,789-12.9%724,237$26.76MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+11,660+19.8%70,653$2.61MQ2 2026Sep 23, 2026
Ameritas Advisory Services, LlcBuy+5,783—5,783$213.68KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,473—2,473$91.38KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,841+3.9%48,670$1.80MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+1,662+10.8%17,016$628.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,202+4.5%28,187$1.04MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-906-0.4%224,671$8.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6+0.3%1,820$67.00KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsSell-39,454-19.6%162,000$5.99MQ2 2026Aug 13, 2026
Compass Capital CorpBuy+2,445+4.0%64,325$2.43MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+3,193+11.0%32,249$1.19MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-184-0.9%20,223$747.30KQ2 2026Aug 12, 2026
Lpl Financial LlcSell-8,553-6.9%114,901$4.25MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+7,185—7,185$265.51KQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+1,211+0.1%1,065,711$39.38MQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+5,804—5,804$214.48KQ2 2026Aug 06, 2026
Capital Analysts, LlcBuy+2,424+71.7%5,803$214.00KQ2 2026Aug 05, 2026
Gwn Securities Inc.Sell-133-2.1%6,209$229.44KQ2 2026Aug 05, 2026
Savvy Advisors, Inc.Buy+9,288—9,288$343.22KQ2 2026Aug 03, 2026
Founders Financial Securities LlcBuy+437,284—437,284$16.16MQ2 2026Jul 31, 2026
Assetmark, IncSell-3,076-95.4%150$5.54KQ2 2026Jul 30, 2026
Cra Financial Services, LlcSell-1,827-1.2%155,877$5.76MQ2 2026Jul 24, 2026
Pfg Investments, LlcBuy+36,288—36,288$1.34MQ2 2026Jul 23, 2026
Apollon Wealth Management, LlcSell-1,414-20.7%5,433$200.77KQ2 2026Jul 23, 2026
Vavra Capital Management, LlcBuy+982+1.0%103,066$3.81MQ2 2026Jul 23, 2026
Ifp Advisors, IncBuy+25+11.5%242$8.94KQ2 2026Jul 20, 2026
Patriot Financial Group Insurance Agency, LlcSell-5,433-50.0%5,433$200.75KQ2 2026Jul 16, 2026
Brookstone Capital ManagementBuy+1,841+9.7%20,867$771.10KQ2 2026Jul 15, 2026
Lifegoal Investments, LlcBuy+4,294+21.4%24,372$900.62KQ2 2026Jul 08, 2026
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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.