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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$802M +$2.12M +84,168 +0.3%
LPL Financial
2
LPL Financial
California
$302M +$16.9M +671,765 +6%
MML Investors Services
3
MML Investors Services
Massachusetts
$145M -$34.5M -1,372,001 -19%
Wells Fargo
4
Wells Fargo
California
$86.3M +$42.5M +1,689,700 +93%
JP Morgan Chase
5
JP Morgan Chase
New York
$84M -$478K -18,979 -0.5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$66.4M +$431K +17,134 +0.6%
PAS
7
Park Avenue Securities
New York
$53.8M +$1.47M +58,573 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$49.3M -$5.33M -212,033 -10%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$19.4M +$822K +32,684 +4%
WA
10
WBH Advisory
Maryland
$19.3M -$426K -16,921 -2%
SFA
11
Sequoia Financial Advisors
Ohio
$12.6M -$205K -8,143 -2%
NP
12
NorthRock Partners
Minnesota
$10.1M -$441K -17,530 -4%
SA
13
Sanctuary Advisors
Indiana
$9.05M +$1.51M +59,878 +19%
WA
14
Waverly Advisors
Alabama
$8.61M +$645K +25,633 +8%
WIA
15
World Investment Advisors
California
$8.14M +$8.31M +330,319 New
I
16
INVST
Indiana
$7.68M -$239K -9,508 -3%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.23M -$115K -4,561 -2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.01M +$3.69M +146,748 +917%
RIA
19
Regal Investment Advisors
Michigan
$3.94M -$66.2K -2,631 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.2M -$369K -14,657 -10%
SWM
21
Silverlake Wealth Management
Vermont
$3.05M -$267K -10,614 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.62M -$2.73M -108,395 -50%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.03M +$2.07M +82,295 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.02M -$119K -4,719 -5%
RFN
25
RDA Financial Network
Iowa
$1.89M -$3.98K -158 -0.2%