IVVM — ISHARES LG CAP MOD BUFF ETF
As of Q2 2026, 2 SEC-registered investment managers reported holding IVVM (ISHARES LG CAP MOD BUFF ETF) in their latest 13F filings, with a combined reported value of $39.60M across 1.07M shares. That is +0.7% by share count (+7.01K shares) versus the previous quarter, while reported value moved +9.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.07M | $39.38M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2025 | 8.59K | $278.19K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 5.80K | $214.48K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2024 | 502 | $15.39K | 0.00% | New |
| UBS Group AG history | Q4 2024 | 12 | $368 | 0.00% | New |
New Positions (Q2 2026)
- BNY Mellon 5.80K sh · $214.48K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2023 | Q4 2023 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | 1.06M | 1.06M | 1.06M | 1.06M | 1.06M | 1.06M | 1.06M | 1.07M |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 5.80K |
| JPMorgan Chase & Co | — | — | — | 502 | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | 8.59K | — | — | — | — |
| UBS Group AG | 6 | 24 | — | 12 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details