We are live on ! Find out more
BDVL

iShares Disciplined Volatility Equity Active ETF
BDVL

69 hedge funds and large institutions have $1.56B invested in iShares Disciplined Volatility Equity Active ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

124.63% more ownership

Funds ownership: 0% → 124.63% (+125%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$741M
2
LPL Financial
LPL Financial
California
+$249M
3
MML Investors Services
MML Investors Services
Massachusetts
+$159M
4
JP Morgan Chase
JP Morgan Chase
New York
+$86.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$61.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
26
WealthGarden F.S.
California
$1.77M +$1.75M +70,131 New
RFN
27
RDA Financial Network
Iowa
$1.67M +$1.66M +66,673 New
SB
28
Strategic Blueprint
Georgia
$1.66M +$1.66M +66,443 New
GM
29
GeoWealth Management
Illinois
$1.5M +$1.49M +59,879 New
MAMG
30
Milestone Asset Management Group
Connecticut
$1.22M +$1.21M +48,614 New
CA
31
Claro Advisors
Massachusetts
$1.2M +$1.2M +48,146 New
WWA
32
WCG Wealth Advisors
Nevada
$1.17M +$1.17M +46,826 New
PAG
33
Private Advisor Group
New Jersey
$924K +$921K +36,961 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$893K +$890K +35,703 New
TFA
35
Transamerica Financial Advisors
Florida
$788K +$786K +31,518 New
ACA
36
Aptus Capital Advisors
Alabama
$758K +$756K +30,319 New
MCA
37
MSH Capital Advisors
Arizona
$715K +$713K +28,619 New
BlackRock
38
BlackRock
New York
$712K +$710K +28,471 New
BCI
39
Brinker Capital Investments
Pennsylvania
$689K +$687K +27,540 New
BRWA
40
B. Riley Wealth Advisors
Florida
$592K +$590K +23,664 New
SAM
41
Smartleaf Asset Management
Massachusetts
$585K +$585K +23,477 New
OFO
42
OneAscent Family Office
Alabama
$554K +$553K +22,172 New
MFG
43
Merit Financial Group
Georgia
$542K +$540K +21,666 New
RFA
44
Resurgent Financial Advisors
Georgia
$533K +$532K +21,323 New
SS
45
Sunbelt Securities
Texas
$527K +$526K +21,088 New
WANY
46
Wealthspire Advisors (New York)
New York
$516K +$514K +20,634 New
FSA
47
Financial Sense Advisors
California
$502K +$501K +20,077 New
ASN
48
Advisory Services Network
Georgia
$500K +$499K +20,015 New
TWCA
49
Two West Capital Advisors
Kansas
$471K +$468K +18,766 New
RIS
50
Richmond Investment Services
Wisconsin
$407K +$406K +16,298 New
1
2
3