iShares Disciplined Volatility Equity Active ETF
BDVL
91 hedge funds and large institutions have $1.75B invested in iShares Disciplined Volatility Equity Active ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
14% more funds holding
Funds holding: 80 → 91 (+11)
1% more capital invested
Capital invested by funds: $1.73B → $1.75B (+$15.8M)
1.57% less ownership
Funds ownership: 121.54% → 119.97% (-1.6%)
45% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$42.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$8.31M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.69M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$34.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.33M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.84M |
| 4 |
MFG
Magnus Financial Group
New York
|
-$2.75M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.73M |
BDVL Hedge Fund Activity: Q1 2026 in Review
91 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in iShares Disciplined Volatility Equity Active ETF (BDVL) for Q1 2026, worth a combined $1.75B — up 0.91% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BDVL positions and 5 closed out — a net gain of 13 holders — while 23 added to existing stakes and 42 trimmed.
The largest buyer was Wells Fargo, adding an estimated $42.5M. The largest seller was MML Investors Services, cutting an estimated $34.5M.
- 91 institutional investors held iShares Disciplined Volatility Equity Active ETF (BDVL) as of Q1 2026, up from 80 in Q4 2025.
- Funds reported $1.75B of iShares Disciplined Volatility Equity Active ETF stock for Q1 2026, up 0.91% quarter-over-quarter.
- 18 funds opened new iShares Disciplined Volatility Equity Active ETF positions in Q1 2026 and 5 closed out, a net change of +13 holders.
- The largest iShares Disciplined Volatility Equity Active ETF buyer in Q1 2026 was Wells Fargo, an estimated $42.5M added.
- The largest iShares Disciplined Volatility Equity Active ETF seller in Q1 2026 was MML Investors Services, an estimated $34.5M sold.
Based on aggregated 13F filings for Q1 2026.