Blackrock ETF Trust II (IVVB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Blackrock ETF Trust II (IVVB) following the 2026 Q1 hedge fund 13F filings?

As of today, IVVB has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), IVVB gained +7.6% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Blackrock ETF Trust II (IVVB)

27 + Investors. Track Smart Money conviction in IVVB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IVVB

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds reduced or closed their IVVB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 68% of 2.8Y high

68% of all-time peak

Only 27 funds hold IVVB today versus a peak of 40 funds at 2025 Q2 — just 68% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 31% fewer funds vs a year ago

fund count last 6Q

12 fewer hedge funds hold IVVB compared to a year ago (-31% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 50% buying

14 buying14 selling

Last quarter: 14 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 10 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 41% entered in last year

■ 11% conviction (2yr+) ■ 48% medium ■ 41% new

Only 3 funds (11%) 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.

💎

Buying through price weakness — shares +63%, value -6%

Value

-6%

+62%

Last quarter: funds added +63% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

27 → 8 → 10 → 7 → 4 new funds/Q

New funds entering each quarter: 8 → 10 → 7 → 4. IVVB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 70% of holders entered in last year

■ 7% veterans ■ 22% 1-2yr ■ 70% new

Of 27 current holders: 19 (70%) entered in the past year, only 2 (7%) 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.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

4 of 27 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.4

out of 10

Low Exit Risk

Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	27	29	-6.9%
13F Shares	2M	2M	62.81%
Total Value	$79M	$85M	-6.35%
New Positions	4	7	-3
Increased Positions	10	9	+1
Closed Positions	6	8	-2
Reduced Positions	8	8	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-6.9%

13F Shares

62.81%

Total Value

$79M

$85M

-6.35%

New Positions

-3

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IVVB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wick Capital Partners, LLC	6.38%	1,092,536	$35.0M
2	Planned Solutions, Inc.	1.86%	177,295	$5.7M
3	ERn Financial, LLC	0.42%	69,680	$2.2M
4	Formidable Asset Management, LLC	0.12%	24,019	$794K
5	BIP Wealth, LLC	0.04%	32,562	$1.0M
6	Csenge Advisory Group	0.04%	27,907	$894K
7	Americana Partners, LLC	0.02%	28,713	$920K
8	Valmark Advisers, Inc.	0.02%	46,348	$1.5M
9	PFG Investments, LLC	0.02%	11,719	$375K
10	Captrust Financial Advisors	0.02%	291,121	$9.3M
11	Sagespring Wealth Partners, LLC	0.01%	16,380	$525K
12	Ameritas Advisory Services, LLC	0.01%	7,501	$240K
13	Harbour Investments, INC.	0.00%	6,599	$211K
14	Ashton Thomas Private Wealth, LLC	0.00%	3,073	$98K
15	Clearstead Advisors, LLC	0.00%	3,173	$102K
16	Mercer Global Advisors Inc /Adv	0.00%	14,800	$474K
17	Cetera Investment Advisers	0.00%	19,208	$615K
18	Raymond James Financial Inc	0.00%	51,252	$1.6M
19	BlackRock, Inc.	0.00%	455,000	$14.6M
20	Susquehanna International Group, LLP	0.00%	65,648	$2.1M
21	IFP Advisors, Inc	0.00%	290	$9K
22	LPL Financial LLC	0.00%	21,612	$692K
23	Osaic Holdings, INC.	0.00%	791	$25K
24	AE Wealth Management LLC	0.00%	140	$4K
25	Morgan Stanley	0.00%	1,901	$61K

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 (IVVB)

What does the Smart Money Trend signal show for IVVB?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their IVVB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IVVB?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVVB holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 27 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVVB?

Mostly new holders — 41% entered in last year: Only 3 funds (11%) 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.

Is it too late to buy Blackrock ETF Trust II (IVVB) following the 2026 Q1 hedge fund 13F filings?

As of today, IVVB has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), IVVB has gained +7.6% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Blackrock ETF Trust II (IVVB)

Smart Money Signals — IVVB

Selling streak — 3 quarters in a row

Below peak — only 68% of 2.8Y high

Outflows — 31% fewer funds vs a year ago

Slight buying edge — 50% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 41% entered in last year

Buying through price weakness — shares +63%, value -6%

Peak discovery — momentum slowing

Early stage — 70% of holders entered in last year

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — IVVB

Hedge Fund Ownership: IVVB

Market Analysis: IVVB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IVVB

Is It Too Late to Buy Blackrock ETF Trust II (IVVB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IVVB

Statistics: IVVB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Blackrock ETF Trust II (IVVB)

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