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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
SS
51
Sunbelt Securities
Texas
$550K +$27.4K +1,096 +5%
RFA
52
Resurgent Financial Advisors
Georgia
$542K +$13.3K +533 +2%
WANY
53
Wealthspire Advisors (New York)
New York
$512K
FSA
54
Financial Sense Advisors
California
$490K -$8.54K -341 -2%
ASN
55
Advisory Services Network
Georgia
$481K -$15.2K -607 -3%
AIM
56
Advyzon Investment Management
Illinois
$469K +$473K +18,890 New
VW
57
Vantus Wealth
Pennsylvania
$469K +$473K +18,890 New
PAG
58
Private Advisor Group
New Jersey
$468K -$453K -18,090 -49%
CPC
59
Cadia Private Client
New Jersey
$430K +$434K +17,320 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$397K -$3.52M -140,502 -90%
AFP
61
Ausdal Financial Partners
Iowa
$323K +$24.7K +985 +8%
EH
62
Equitable Holdings
New York
$278K +$280K +11,200 New
AWMI
63
Aegis Wealth Management (Iowa)
Iowa
$236K +$239K +9,533 New
PTC
64
Private Trust Company
Ohio
$230K +$232K +9,266 New
EWM
65
Elevation Wealth Management
Minnesota
$229K +$231K +9,231 New
VA
66
Valmark Advisers
Ohio
$221K -$8.96K -358 -4%
FFO
67
Fiduciary Family Office
Florida
$217K -$1.63K -65 -0.7%
KAS
68
Kestra Advisory Services
Texas
$190K -$32K -1,280 -14%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$143K -$22K -879 -13%
SAM
70
Smartleaf Asset Management
Massachusetts
$143K -$444K -17,727 -76%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$129K +$65K +2,598 +99%
PPC
72
Park Place Capital
Alabama
$113K +$1.2K +48 +1%
SEP
73
Signature Equity Partners
Ohio
$82.2K +$82.9K +3,313 New
AssetMark Inc
74
AssetMark Inc
California
$59.1K -$8.11K -324 -12%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$50.7K +$50.2K +2,005 New

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.