Who Owns BLACKROCK ETF TRUST II (IVVB)? -- Institutional Holders (2026-03-31)
32 institutions reported holding $79.2M of BLACKROCK ETF TRUST II (IVVB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Wick Capital Partners, LLC ($35.0M), BlackRock, Inc. ($14.6M), CAPTRUST FINANCIAL ADVISORS ($9.3M), Planned Solutions, Inc. ($5.7M), ERn Financial, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wick Capital Partners, LLC | $35.0M | 1.1M | Added |
| 2 | BlackRock, Inc. | $14.6M | 455,000 | Hold |
| 3 | CAPTRUST FINANCIAL ADVISORS | $9.3M | 291,121 | Trimmed |
| 4 | Planned Solutions, Inc. | $5.7M | 177,295 | Trimmed |
| 5 | ERn Financial, LLC | $2.2M | 69,680 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 65,648 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.6M | 51,252 | Added |
| 8 | Valmark Advisers, Inc. | $1.5M | 46,348 | Added |
| 9 | BIP Wealth, LLC | $1.0M | 32,562 | Added |
| 10 | Americana Partners, LLC | $919,965 | 28,713 | Trimmed |
| 11 | Csenge Advisory Group | $894,140 | 27,907 | Trimmed |
| 12 | Formidable Asset Management, LLC | $794,308 | 24,019 | Trimmed |
| 13 | LPL Financial LLC | $692,448 | 21,612 | New |
| 14 | Cetera Investment Advisers | $615,433 | 19,208 | Added |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | $524,815 | 16,380 | New |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $474,192 | 14,800 | Hold |
| 17 | PFG Investments, LLC | $375,477 | 11,719 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $240,326 | 7,501 | Trimmed |
| 19 | HARBOUR INVESTMENTS, INC. | $211,450 | 6,599 | Trimmed |
| 20 | Clearstead Advisors, LLC | $101,663 | 3,173 | Hold |
| 21 | Ashton Thomas Private Wealth, LLC | $98,459 | 3,073 | New |
| 22 | MORGAN STANLEY | $60,908 | 1,901 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $25,343 | 791 | Added |
| 24 | NewEdge Advisors, LLC | $22,481 | 22,481 | Added |
| 25 | IFP Advisors, Inc | $9,292 | 290 | Added |
Source: SEC Form 13F filings · as of 2026-03-31