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
Holders
91
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
AIM
51
Advyzon Investment Management
Illinois
$538K
PAG
52
Private Advisor Group
New Jersey
$538K
OFO
53
OneAscent Family Office
Alabama
$533K
WANY
54
Wealthspire Advisors (New York)
New York
$509K
MFG
55
Merit Financial Group
Georgia
$504K
RFA
56
Resurgent Financial Advisors
Georgia
$492K
FSA
57
Financial Sense Advisors
California
$409K
SS
58
Sunbelt Securities
Texas
$381K
VPP
59
Vertex Planning Partners
Illinois
$372K
PFS
60
Prospera Financial Services
Texas
$352K
AFP
61
Ausdal Financial Partners
Iowa
$333K
RWA
62
Resolute Wealth Advisor
Ohio
$330K
CPC
63
Cadia Private Client
New Jersey
$297K
WAG
64
Windsor Advisory Group
Ohio
$293K
ACM
65
Advisors Capital Management
New Jersey
$292K
FIM
66
Freedom Investment Management
Connecticut
$290K
AWMI
67
Aegis Wealth Management (Iowa)
Iowa
$290K
Ameriprise
68
Ameriprise
Minnesota
$286K
CFD
69
Creative Financial Designs
Indiana
$261K
EH
70
Equitable Holdings
New York
$247K
PTC
71
Private Trust Company
Ohio
$222K
VA
72
Valmark Advisers
Ohio
$221K
EWM
73
Elevation Wealth Management
Minnesota
$214K
FFO
74
Fiduciary Family Office
Florida
$213K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$170K