Who owns IVVM?
iShares Large Cap Moderate Quarterly Laddered ETF · iShares
37 institutions reported holding IVVM, worth $126.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BlackRock, Inc. | New York, NY | $39.4M | 1,065,711 | +1,211 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $26.8M | 724,237 | −106,789 shares |
| Founders Financial Securities LLC | Towson, MD | $16.2M | 437,284 | −1,081 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.3M | 224,671 | −906 shares |
| Captrust Financial Advisors | Raleigh, NC | $6.0M | 162,000 | −39,454 shares |
| CRA Financial Services, LLC | Northfield, NJ | $5.8M | 155,877 | −1,827 shares |
| LPL Financial LLC | Fort Mill, SC | $4.2M | 114,901 | −8,553 shares |
| Vavra Capital Management, LLC | Collegeville, PA | $3.8M | 103,066 | +982 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $2.6M | 70,653 | +11,660 shares |
| Compass Capital Corp. /MA/ | Braintree, MA | $2.4M | 64,325 | +2,445 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVVM?
37 institutional managers reported holding IVVM in Form 13F filings for June 30, 2026, worth $126.9M in total. The largest reported position was held by BlackRock, Inc., at $39.4M.
Did institutions buy or sell IVVM last quarter?
Reported 13F value rose 4.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVVM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.