ISHARES TR (XVV) is held by 45 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling XVV?

In Q2 2026, 27 institutions opened or increased positions in ISHARES TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on XVV?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for XVV. In Q2 2026, the institutional leg showed net inflows: 27 buying versus 12 selling.

How many hedge funds hold XVV?

45 institutional investors report holding ISHARES TR (XVV) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into XVV?

As of Q2 2026, tracked institutions in ISHARES TR show 27 buyers versus 12 sellers — net inflows.

ISHARES TR

XVV·46436E569·US·ETF

Holders

(5 Elite)

$85.4M

Total Value

69% (39)

Consensus

27 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 45 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XVV.

Checking access…

	Action
LPL Financial LLC	Increased	306,206(+11.9%)	$17.4M	0.0%	+30.88%	32
BROWN ADVISORY INC	Increased	227,661(+4.0%)	$12.9M	0.0%	+16.07%	29
KEYBANK NATIONAL ASSOCIATION/OH	Increased	175,276(+9.9%)	$10M	0.0%	+19.28%	30
FRANKLIN TEMPLETON INC	Unchanged	75,998	$4.3M	0.0%	+63.17%	0
Bank of New York Mellon Corp	Increased	74,207(+1.4%)	$4.2M	0.0%	+20.71%	27
RAYMOND JAMES FINANCIAL INC	Decreased	56,515(-8.3%)	$3.2M	0.0%	+26.85%	0
HighTower Advisors, LLC	Increased	46,494(+0.4%)	$2.6M	0.0%	+39.43%	26
EP Wealth Advisors, LLC	Decreased	39,984(-3.5%)	$2.3M	0.0%	+15.01%	0
Lido Advisors, LLC	Decreased	37,530(-4.5%)	$2.1M	0.0%	+20.96%	0
ROYAL BANK OF CANADA	Increased	32,248(+6.9%)	$1.8M	0.0%	+25.33%	28
MAI Capital Management	Decreased	31,548(-1.5%)	$1.8M	0.0%	+61.55%	0
BANK OF AMERICA CORP /DE/	Increased	30,222(+4.0%)	$1.7M	0.0%	+56.09%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	29,470(+5.0%)	$1.7M	0.0%	+61.58%	27
JPMORGAN CHASE & CO	Decreased	29,218(-10.1%)	$1.7M	0.0%	+27.08%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	27,822(+3.0%)	$1.6M	0.0%	+40.08%	26
MML INVESTORS SERVICES, LLC	Increased	25,372(+12.4%)	$1.4M	0.0%	+20.57%	29
FWFocus Partners Wealth	Increased	23,442(+1.4%)	$1.3M	0.0%	+30.52%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	23,020	$1.3M	0.0%	+4.60%	35
Cresset Asset Management, LLC	Increased	19,074(+1.2%)	$1.1M	0.0%	+28.78%	25
Mariner, LLC	Increased	18,461(+4.5%)	$1M	0.0%	+48.18%	26

Showing 1-20 of 48

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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