BDVL

iShares Disciplined Volatility Equity Active ETF

67 hedge funds and large institutions have $1.54B invested in iShares Disciplined Volatility Equity Active ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$743M
2 +$250M
3 +$159M
4
JP Morgan Chase
JP Morgan Chase
New York
+$86.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$61.2M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.66M
GM
27
GeoWealth Management
Illinois
$1.5M
MAMG
28
Milestone Asset Management Group
Connecticut
$1.22M
CA
29
Claro Advisors
Massachusetts
$1.2M
WWA
30
WCG Wealth Advisors
Nevada
$1.17M
PAG
31
Private Advisor Group
New Jersey
$924K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$893K
TFA
33
Transamerica Financial Advisors
Florida
$788K
ACA
34
Aptus Capital Advisors
Alabama
$758K
MCA
35
MSH Capital Advisors
Arizona
$715K
BlackRock
36
BlackRock
New York
$712K
BCI
37
Brinker Capital Investments
Pennsylvania
$689K
BRWA
38
B. Riley Wealth Advisors
Florida
$592K
SAM
39
Smartleaf Asset Management
Massachusetts
$585K
OFO
40
OneAscent Family Office
Alabama
$554K
MFG
41
Merit Financial Group
Georgia
$542K
RFA
42
Resurgent Financial Advisors
Georgia
$533K
SS
43
Sunbelt Securities
Texas
$527K
WANY
44
Wealthspire Advisors (New York)
New York
$516K
FSA
45
Financial Sense Advisors
California
$502K
ASN
46
Advisory Services Network
Georgia
$500K
TWCA
47
Two West Capital Advisors
Kansas
$471K
RIS
48
Richmond Investment Services
Wisconsin
$407K
LWM
49
LongView Wealth Management
Georgia
$361K
AFP
50
Ausdal Financial Partners
Iowa
$301K