Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Blackrock ETF Trust II - iShares Large Cap Deep Buffer ETF include Brevan Howard Capital Management LP, ERn Financial, LLC, Arete Wealth Advisors, LLC, Wallace Advisory Group, LLC, Gibbs Wealth Management, Modern Wealth Management, LLC, and IFP Advisors, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 152,930 | 5.75 | 4,742 | 11.84 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 10,877 | 337 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 28,782 | 33.26 | 893 | 40.92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15,163 | 10.08 | 461 | 17.35 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 16,022 | 4.72 | 497 | 10.71 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 186,318 | 1.15 | 5,778 | 6.98 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 42,028 | 21.24 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 85,061 | 0.06 | 2,638 | 5.82 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 59,663 | 2 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12,708 | 2.26 | 405 | 11.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,688 | 15.19 | 455 | 21.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 271,787 | 4.20 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 280 | 9 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,050 | 18.89 | 901 | 25.70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 378,347 | 14.33 | 11,733 | 20.92 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 48,060 | 1,409 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 60,184 | 1,866 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 60,706,457 | 460,526 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 90,638 | 4.89 | 2,811 | 10.94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,502 | 202 |
