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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$141K -$1.84K -73 -1%
SAM
77
Smartleaf Asset Management
Massachusetts
$123K -$16.3K -649 -11%
PPC
78
Park Place Capital
Alabama
$110K -$2.67K -106 -2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$83K +$84.3K +3,351 New
SEP
80
Signature Equity Partners
Ohio
$75.9K -$5.84K -232 -7%
AssetMark Inc
81
AssetMark Inc
California
$68.8K +$10.3K +410 +17%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$49.4K
CPG
83
Cornerstone Planning Group
New Jersey
$48.1K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$16.2K
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$15K +$15.3K +607 New
AG
86
AmeriFlex Group
Nevada
$13.1K
UBS Group
87
UBS Group
Switzerland
$5.89K +$6.01K +239 New
TPWA
88
Twin Peaks Wealth Advisors
California
$5.35K +$5.46K +217 New
AWM
89
AE Wealth Management
Kansas
$1.45K
HI
90
Harbour Investments
Wisconsin
$1.23K +$1.26K +50 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$25 +$25 +1 New
AIM
92
Archer Investment Management
Texas
-$1.46M -58,959 Closed
MWM
93
Modern Wealth Management
Kansas
-$1.06M -42,914 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
-$892K -35,955 Closed
Jane Street
95
Jane Street
New York
-$887K -35,764 Closed
KAS
96
Kestra Advisory Services
Texas
-$190K -7,679 Closed