BDVL

iShares Disciplined Volatility Equity Active ETF

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
Holders
69
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
WFS
26
WealthGarden F.S.
California
$1.77M
RFN
27
RDA Financial Network
Iowa
$1.67M
SB
28
Strategic Blueprint
Georgia
$1.66M
GM
29
GeoWealth Management
Illinois
$1.5M
MAMG
30
Milestone Asset Management Group
Connecticut
$1.22M
CA
31
Claro Advisors
Massachusetts
$1.2M
WWA
32
WCG Wealth Advisors
Nevada
$1.17M
PAG
33
Private Advisor Group
New Jersey
$924K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$893K
TFA
35
Transamerica Financial Advisors
Florida
$788K
ACA
36
Aptus Capital Advisors
Alabama
$758K
MCA
37
MSH Capital Advisors
Arizona
$715K
BlackRock
38
BlackRock
New York
$712K
BCI
39
Brinker Capital Investments
Pennsylvania
$689K
BRWA
40
B. Riley Wealth Advisors
Florida
$592K
SAM
41
Smartleaf Asset Management
Massachusetts
$585K
OFO
42
OneAscent Family Office
Alabama
$554K
MFG
43
Merit Financial Group
Georgia
$542K
RFA
44
Resurgent Financial Advisors
Georgia
$533K
SS
45
Sunbelt Securities
Texas
$527K
WANY
46
Wealthspire Advisors (New York)
New York
$516K
FSA
47
Financial Sense Advisors
California
$502K
ASN
48
Advisory Services Network
Georgia
$500K
TWCA
49
Two West Capital Advisors
Kansas
$471K
RIS
50
Richmond Investment Services
Wisconsin
$407K