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BDVL

iShares Disciplined Volatility Equity Active ETF

80 hedge funds and large institutions have $1.73B invested in iShares Disciplined Volatility Equity Active ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

16% more funds holding

Funds holding: 6980 (+11)

11% more capital invested

Capital invested by funds: $1.56B → $1.73B (+$173M)

3.1% less ownership

Funds ownership: 124.63%121.54% (-3.1%)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.76M +$108K +4,309 +6%
GS
27
GTS Securities
New York
$1.7M +$1.72M +68,685 New
AIM
28
Archer Investment Management
Texas
$1.46M +$1.48M +58,959 New
GM
29
GeoWealth Management
Illinois
$1.41M -$76.9K -3,072 -5%
TFA
30
Transamerica Financial Advisors
Florida
$1.31M +$534K +21,347 +68%
MAMG
31
Milestone Asset Management Group
Connecticut
$1.22M +$15.7K +626 +1%
TWCA
32
Two West Capital Advisors
Kansas
$1.14M +$676K +27,003 +144%
WWA
33
WCG Wealth Advisors
Nevada
$1.07M -$90.7K -3,623 -8%
CA
34
Claro Advisors
Massachusetts
$1.07M -$124K -4,952 -10%
MWM
35
Modern Wealth Management
Kansas
$1.06M +$1.07M +42,914 New
OFS
36
OneAscent Financial Services
Alabama
$1.06M +$1.07M +42,576 New
FPAS
37
Focus Partners Advisor Solutions
Missouri
$892K +$900K +35,955 New
Jane Street
38
Jane Street
New York
$887K -$6.32M -252,377 -88%
LWM
39
LongView Wealth Management
Georgia
$858K +$494K +19,741 +137%
ACA
40
Aptus Capital Advisors
Alabama
$768K +$16.5K +658 +2%
MCA
41
MSH Capital Advisors
Arizona
$754K +$44.6K +1,780 +6%
BRWA
42
B. Riley Wealth Advisors
Florida
$703K +$117K +4,676 +20%
BlackRock
43
BlackRock
New York
$694K -$12.6K -504 -2%
LEA
44
Legacy Edge Advisors
New York
$671K +$677K +27,057 New
EFG
45
Elevated Financial Group
Indiana
$646K +$652K +26,031 New
FA
46
Fortis Advisors
Pennsylvania
$641K +$647K +25,840 New
Ameriprise
47
Ameriprise
Minnesota
$597K -$2.34M -93,283 -79%
OFO
48
OneAscent Family Office
Alabama
$565K +$15.5K +620 +3%
RIS
49
Richmond Investment Services
Wisconsin
$555K +$152K +6,083 +37%
MFG
50
Merit Financial Group
Georgia
$554K +$16.6K +662 +3%

BDVL Hedge Fund Activity: Q4 2025 in Review

80 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Disciplined Volatility Equity Active ETF (BDVL) for Q4 2025, worth a combined $1.73B — up 11% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BDVL positions and 7 closed out — a net gain of 11 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.5M. The largest seller was Jane Street, cutting an estimated $6.32M.

  • 80 institutional investors held iShares Disciplined Volatility Equity Active ETF (BDVL) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $1.73B of iShares Disciplined Volatility Equity Active ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 18 funds opened new iShares Disciplined Volatility Equity Active ETF positions in Q4 2025 and 7 closed out, a net change of +11 holders.
  • The largest iShares Disciplined Volatility Equity Active ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $68.5M added.
  • The largest iShares Disciplined Volatility Equity Active ETF seller in Q4 2025 was Jane Street, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2025.