Vault-13

BLACKROCK ETF TRUST II INMU

ISHARES INTERMED · ETP · CUSIP 092528207

52 institutional holders +12 vs Q1 2025
2,948,4172.9m shares reported held*
$69.1mreported value*
16 new 17 added 7 reduced 4 sold out net bought ≈ $34.5m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $23.42.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 13Q4 22: 22Q1 23: 24Q2 23: 20Q3 23: 20Q4 23: 20Q1 24: 19Q2 24: 20Q3 24: 25Q4 24: 35Q1 25: 40Q2 25: 5252Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202213
Q4 202222
Q1 202324
Q2 202320
Q3 202320
Q4 202320
Q1 202419
Q2 202420
Q3 202425
Q4 202435
Q1 202540
Q2 202552

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 7 bought or addedQ3 23: 8 cut or sold outQ4 23: 7 bought or addedQ4 23: 11 cut or sold outQ4 23Q1 24: 8 bought or addedQ1 24: 10 cut or sold outQ2 24: 10 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 15 bought or addedQ3 24: 8 cut or sold outQ4 24: 15 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 10 cut or sold outQ2 25: 33 bought or addedQ2 25: 11 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202378
Q4 2023711
Q1 2024810
Q2 2024108
Q3 2024158
Q4 2024159
Q1 20251910
Q2 20253311

Biggest buyers

Larson Financial Group LLC Added +636,356+636.4k
Paulson Wealth Management Inc. New +150,386+150.4k
LPL Financial LLC Added +119,730+119.7k
ENVESTNET ASSET MANAGEMENT INC Added +119,049+119.0k
Advisory Resource Group New +108,825+108.8k
Cetera Investment Advisers Added +106,495+106.5k
Keystone Financial Group, Inc. Added +105,812+105.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +82,835+82.8k
JANE STREET GROUP, LLC Added +49,534+49.5k
Intrua Financial, LLC Added +27,088+27.1k

Biggest sellers

Mariner, LLC Sold out -89,759-89.8k
Savvy Advisors, Inc. Sold out -32,140-32.1k
Cyr Financial Inc. Sold out -27,448-27.4k
Corient Private Wealth LP Sold out -21,852-21.9k
McKinley Carter Wealth Services, Inc. Reduced -6,405-6.4k
Belpointe Asset Management LLC Reduced -2,350-2.4k
NOVEM GROUP Reduced -833-833
MassMutual Private Wealth & Trust, FSB Reduced -693-693
MATTERN CAPITAL MANAGEMENT, LLC Reduced -506-506
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -425-425

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Larson Financial Group LLC 0.62% of their portfolio ST LOUIS, MO 659,187659.2k $15.4m $15.4m 0.62% Added +636.4k +636,356
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 326,795326.8k $7.7m $7.7m 0.00% Added +119.7k +119,730
3 Keystone Financial Group, Inc. 3.65% of their portfolio ATLANTA, GA 246,121246.1k $5.7m $5.7m 3.65% Added +105.8k +105,812
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 202,692202.7k $4.7m $4.7m 0.01% Added +106.5k +106,495
5 Paulson Wealth Management Inc. 0.91% of their portfolio West Palm Beach, FL 150,386150.4k $3.5m $3.5m 0.91% New
6 FORTE ASSET MANAGEMENT LLC 1.79% of their portfolio BEDFORD, NY 150,000150.0k $3.5m $3.5m 1.79% Unchanged
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 147,823147.8k $3.5m $3.5m 0.00% Added +119.0k +119,049
8 Advisory Resource Group 0.49% of their portfolio Tulsa, OK 108,825108.8k $2.6m $2.6m 0.49% New
9 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 101,092101.1k $2.4m $2.4m 0.00% Added +3.4k +3,358
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 82,83582.8k $1.9m $1.9m 0.00% New
11 McKinley Carter Wealth Services, Inc. 0.10% of their portfolio WHEELING, WV 76,60876.6k $1.8m $1.8m 0.10% Reduced -6.4k -6,405
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 69,96370.0k $1.6m $1.6m 0.00% Added +49.5k +49,534
13 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 66,61966.6k $1.6m $1.6m 0.01% Added +13.8k +13,829
14 Landmark Wealth Management, LLC 0.46% of their portfolio MELVILLE, NY 45,67645.7k $1.1m $1.1m 0.46% Added +19.7k +19,727
15 SimpliFi, Inc. 0.47% of their portfolio SAN DIEGO, CA 45,04145.0k $1.1m $1.1m 0.47% Unchanged
16 Intrua Financial, LLC 0.13% of their portfolio Houston, TX 37,55937.6k $880.2k $880.2k 0.13% Added +27.1k +27,088
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,95535.0k $819.0k $819.0k 0.00% Added +5.7k +5,744
18 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 32,78432.8k $768.3k $768.3k 0.01% Added +309 +309
19 NOVEM GROUP 0.10% of their portfolio Rochester, NY 32,02732.0k $750.5k $750.5k 0.10% Reduced -833 -833
20 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 30,49830.5k $714.7k $714.7k 0.00% Unchanged
21 CWM, LLC 0.00% of their portfolio OMAHA, NE 24,34224.3k $570.0k $570.0k 0.00% Added +4.3k +4,323
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,49223.5k $550.5k $550.5k 0.00% New
23 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 22,92522.9k $537.2k $537.2k 0.02% Reduced -2.4k -2,350
24 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,59522.6k $529.0k $529.0k 0.00% New
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,38922.4k $524.6k $524.6k 0.00% Added +3.1k +3,150
26 StoneCrest Wealth Management, Inc. 0.25% of their portfolio CHANDLER, AZ 22,30022.3k $522.6k $522.6k 0.25% Unchanged
27 Syverson Strege & Co 0.11% of their portfolio WEST DES MOINES, IA 19,82219.8k $464.5k $464.5k 0.11% Unchanged
28 MATTERN CAPITAL MANAGEMENT, LLC 0.05% of their portfolio LAKEWOOD, CO 16,53716.5k $387.5k $387.5k 0.05% Reduced -506 -506
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,69515.7k $367.8k $367.8k 0.00% Added +95 +95
30 Good Life Advisors, LLC 0.02% of their portfolio READING, PA 14,51414.5k $340.1k $340.1k 0.02% New
31 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,42212.4k $291.1k $291.1k 0.00% New
32 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 11,35211.4k $266.0k $266.0k 0.00% Unchanged
33 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 10,53510.5k $246.9k $246.9k 0.00% New
34 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 9,9009.9k $232.0k $232.0k 0.00% Reduced -100 -100
35 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 9,6009.6k $225.0k $225.0k 0.01% Reduced -693 -693
36 PALO ALTO WEALTH ADVISORS, LLC 0.08% of their portfolio PALO ALTO, CA 8,8728.9k $207.9k $207.9k 0.08% Added +28 +28
37 FIDELIS CAPITAL PARTNERS, LLC 0.02% of their portfolio TAMPA, FL 8,8658.9k $207.6k $207.6k 0.02% Unchanged
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,6086.6k $154.9k $154.9k 0.00% New
39 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 4,3024.3k $101.0k $101.0k 0.01% Unchanged
40 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 4,3004.3k $100.8k $100.8k 0.02% Unchanged
41 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,1882.2k $51.3k $51.3k 0.00% New
42 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,9832.0k $46.5k $46.5k 0.00% New
43 LOGAN CAPITAL MANAGEMENT INC 0.00% of their portfolio Newtown Square, PA 1,9471.9k $45.5k $45.5k 0.00% Added +17 +17
44 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,3701.4k $32.1k $32.1k 0.00% New
45 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 699699 $16.4k $16.4k 0.01% Unchanged
46 Park Place Capital Corp 0.00% of their portfolio Homewood, AL 558558 $13.1k $13.1k 0.00% New
47 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 442442 $10.4k $10.4k 0.00% Reduced -425 -425
48 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 214214 $5.0k $5.0k 0.00% New
49 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 150150 $4.0k $4.0k 0.00% New
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 1212 $281 $281 0.00% New
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $33 $33 0.00% Unchanged
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged