BDVL

iShares Disciplined Volatility Equity Active ETF

79 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 17 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$550K
RFA
52
Resurgent Financial Advisors
Georgia
$542K
WANY
53
Wealthspire Advisors (New York)
New York
$512K
FSA
54
Financial Sense Advisors
California
$490K
ASN
55
Advisory Services Network
Georgia
$481K
AIM
56
Advyzon Investment Management
Illinois
$469K
VW
57
Vantus Wealth
Pennsylvania
$469K
PAG
58
Private Advisor Group
New Jersey
$468K
IWC
59
Integrated Wealth Concepts
Massachusetts
$397K
AFP
60
Ausdal Financial Partners
Iowa
$323K
EH
61
Equitable Holdings
New York
$278K
AWMI
62
Aegis Wealth Management (Iowa)
Iowa
$236K
PTC
63
Private Trust Company
Ohio
$230K
EWM
64
Elevation Wealth Management
Minnesota
$229K
VA
65
Valmark Advisers
Ohio
$221K
FFO
66
Fiduciary Family Office
Florida
$217K
KAS
67
Kestra Advisory Services
Texas
$190K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$143K
SAM
69
Smartleaf Asset Management
Massachusetts
$143K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$129K
PPC
71
Park Place Capital
Alabama
$113K
SEP
72
Signature Equity Partners
Ohio
$82.2K
AssetMark Inc
73
AssetMark Inc
California
$59.1K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$50.7K
CPG
75
Cornerstone Planning Group
New Jersey
$47K