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BDVL

iShares Disciplined Volatility Equity Active ETF

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.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

14% more funds holding

Funds holding: 8091 (+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

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
23
Reduced
42
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.83M -$2.84M -112,792 -60%
WFS
27
WealthGarden F.S.
California
$1.73M -$134K -5,335 -7%
SB
28
Strategic Blueprint
Georgia
$1.69M -$53.2K -2,113 -3%
TFA
29
Transamerica Financial Advisors
Florida
$1.49M +$196K +7,782 +15%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.38M +$1.4M +55,781 New
GM
31
GeoWealth Management
Illinois
$1.37M -$34.4K -1,368 -2%
CA
32
Claro Advisors
Massachusetts
$1.28M +$216K +8,589 +20%
MAMG
33
Milestone Asset Management Group
Connecticut
$1.21M
TWCA
34
Two West Capital Advisors
Kansas
$1.14M -$29.8K -1,186 -3%
GS
35
GTS Securities
New York
$1.11M -$598K -23,748 -35%
LWM
36
LongView Wealth Management
Georgia
$1.1M +$210K +8,335 +24%
OFS
37
OneAscent Financial Services
Alabama
$1.05M
BRWA
38
B. Riley Wealth Advisors
Florida
$814K +$135K +5,377 +19%
CL
39
CPWA LLC
Oregon
$775K +$748K +29,746 New
WWA
40
WCG Wealth Advisors
Nevada
$759K -$312K -12,403 -29%
FFG
41
Frisch Financial Group
New York
$739K +$754K +29,970 New
ACA
42
Aptus Capital Advisors
Alabama
$732K -$32.6K -1,294 -4%
BlackRock
43
BlackRock
New York
$682K -$7.62K -303 -1%
FA
44
Fortis Advisors
Pennsylvania
$673K +$37.2K +1,478 +6%
LEA
45
Legacy Edge Advisors
New York
$646K -$21.2K -841 -3%
MCA
46
MSH Capital Advisors
Arizona
$643K -$108K -4,295 -14%
MFG
47
Magnus Financial Group
New York
$624K -$2.75M -109,452 -81%
EFG
48
Elevated Financial Group
Indiana
$575K -$68K -2,702 -10%
ASN
49
Advisory Services Network
Georgia
$573K +$96.7K +3,842 +20%
RIS
50
Richmond Investment Services
Wisconsin
$559K +$7.3K +290 +1%