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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
AIM
51
Advyzon Investment Management
Illinois
$538K +$73.7K +2,930 +16%
PAG
52
Private Advisor Group
New Jersey
$538K +$73.9K +2,939 +16%
OFO
53
OneAscent Family Office
Alabama
$533K -$29.7K -1,181 -5%
WANY
54
Wealthspire Advisors (New York)
New York
$509K
MFG
55
Merit Financial Group
Georgia
$504K -$47.4K -1,883 -8%
RFA
56
Resurgent Financial Advisors
Georgia
$492K -$47.9K -1,904 -9%
FSA
57
Financial Sense Advisors
California
$409K -$79.6K -3,164 -16%
SS
58
Sunbelt Securities
Texas
$381K -$169K -6,717 -30%
VPP
59
Vertex Planning Partners
Illinois
$372K +$380K +15,085 New
PFS
60
Prospera Financial Services
Texas
$352K +$360K +14,289 New
AFP
61
Ausdal Financial Partners
Iowa
$333K +$12.2K +485 +4%
RWA
62
Resolute Wealth Advisor
Ohio
$330K +$337K +13,394 New
CPC
63
Cadia Private Client
New Jersey
$297K -$133K -5,286 -31%
WAG
64
Windsor Advisory Group
Ohio
$293K +$299K +11,885 New
ACM
65
Advisors Capital Management
New Jersey
$292K +$298K +11,828 New
FIM
66
Freedom Investment Management
Connecticut
$290K +$296K +11,772 New
AWMI
67
Aegis Wealth Management (Iowa)
Iowa
$290K +$56.1K +2,231 +23%
Ameriprise
68
Ameriprise
Minnesota
$286K -$313K -12,456 -52%
CFD
69
Creative Financial Designs
Indiana
$261K +$266K +10,582 New
EH
70
Equitable Holdings
New York
$247K -$29.7K -1,180 -11%
PTC
71
Private Trust Company
Ohio
$222K -$6.04K -240 -3%
VA
72
Valmark Advisers
Ohio
$221K +$453 +18 +0.2%
EWM
73
Elevation Wealth Management
Minnesota
$214K -$14.1K -560 -6%
FFO
74
Fiduciary Family Office
Florida
$213K -$2.57K -102 -1%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$170K +$42.6K +1,692 +32%