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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$805M +$68.5M +2,735,095 +9%
LPL Financial
2
LPL Financial
California
$287M +$39.2M +1,567,082 +16%
MML Investors Services
3
MML Investors Services
Massachusetts
$180M +$22.6M +903,395 +14%
JP Morgan Chase
4
JP Morgan Chase
New York
$86.7M +$666K +26,598 +0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$66.4M +$5.74M +229,269 +9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$54.8M -$538K -21,491 -1%
PAS
7
Park Avenue Securities
New York
$52.6M +$3.28M +130,950 +7%
Wells Fargo
8
Wells Fargo
California
$45M +$37.5M +1,497,109 +475%
WA
9
WBH Advisory
Maryland
$19.6M +$265K +10,567 +1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$18.7M +$3.27M +130,801 +21%
SFA
11
Sequoia Financial Advisors
Ohio
$12.9M +$437K +17,468 +3%
NP
12
NorthRock Partners
Minnesota
$10.6M +$2.77M +110,661 +35%
WA
13
Waverly Advisors
Alabama
$8.03M +$751K +29,995 +10%
I
14
INVST
Indiana
$7.96M +$610K +24,381 +8%
SA
15
Sanctuary Advisors
Indiana
$7.63M +$1.15M +45,946 +18%
BBWP
16
Beacon Bridge Wealth Partners
Pennsylvania
$5.38M +$875K +34,953 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.33M -$1.47M -58,886 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.63M +$266K +10,611 +6%
RIA
19
Regal Investment Advisors
Michigan
$4.03M +$163K +6,528 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.58M +$814K +32,521 +29%
MFG
21
Magnus Financial Group
New York
$3.34M +$68.2K +2,725 +2%
SWM
22
Silverlake Wealth Management
Vermont
$3.34M +$162K +6,452 +5%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.15M +$1.48M +58,996 +214%
WFS
24
WealthGarden F.S.
California
$1.91M +$138K +5,508 +8%
RFN
25
RDA Financial Network
Iowa
$1.91M +$254K +10,148 +15%

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.