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BDVL

iShares Disciplined Volatility Equity Active ETF
BDVL

69 hedge funds and large institutions have $1.56B invested in iShares Disciplined Volatility Equity Active ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

124.63% more ownership

Funds ownership: 0% → 124.63% (+125%)

Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$741M
2
LPL Financial
LPL Financial
California
+$249M
3
MML Investors Services
MML Investors Services
Massachusetts
+$159M
4
JP Morgan Chase
JP Morgan Chase
New York
+$86.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$61.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$743M +$741M +29,726,003 New
LPL Financial
2
LPL Financial
California
$250M +$249M +9,994,903 New
MML Investors Services
3
MML Investors Services
Massachusetts
$159M +$159M +6,370,029 New
JP Morgan Chase
4
JP Morgan Chase
New York
$86.7M +$86.5M +3,469,735 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$61.2M +$61.1M +2,448,908 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.8M +$55.6M +2,231,742 New
PAS
7
Park Avenue Securities
New York
$49.8M +$49.6M +1,991,343 New
WA
8
WBH Advisory
Maryland
$19.5M +$19.5M +781,039 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$15.5M +$15.5M +621,756 New
SFA
10
Sequoia Financial Advisors
Ohio
$12.6M +$12.5M +502,719 New
NP
11
NorthRock Partners
Minnesota
$7.9M +$7.88M +316,056 New
Wells Fargo
12
Wells Fargo
California
$7.89M +$7.86M +315,402 New
I
13
INVST
Indiana
$7.42M +$7.4M +296,683 New
WA
14
Waverly Advisors
Alabama
$7.35M +$7.33M +293,827 New
Jane Street
15
Jane Street
New York
$7.2M +$7.18M +288,141 New
Osaic Holdings
16
Osaic Holdings
Arizona
$6.84M +$6.82M +273,652 New
SA
17
Sanctuary Advisors
Indiana
$6.54M +$6.52M +261,474 New
BBWP
18
Beacon Bridge Wealth Partners
Pennsylvania
$4.54M +$4.53M +181,791 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.41M +$4.39M +176,231 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$3.91M +$3.9M +156,510 New
RIA
21
Regal Investment Advisors
Michigan
$3.9M +$3.89M +156,114 New
MFG
22
Magnus Financial Group
New York
$3.3M +$3.29M +132,044 New
SWM
23
Silverlake Wealth Management
Vermont
$3.2M +$3.19M +128,011 New
Ameriprise
24
Ameriprise
Minnesota
$2.93M +$2.93M +117,356 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.79M +$2.79M +111,793 New
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