iShares Large Cap Deep Quarterly Laddered ETF
IVVB
30 hedge funds and large institutions have $95.6M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $79.9M → $95.6M (+$15.7M)
12.03% more ownership
Funds ownership: 65.57% → 77.6% (+12%)
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$6.49M |
| 2 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$1.48M |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
+$1.31M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.22M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$1.04M |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$920K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$692K |
| 4 |
PS
Planned Solutions
Folsom,
California
|
-$333K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$240K |
IVVB Hedge Fund Activity: Q2 2026 in Review
30 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q2 2026, worth a combined $95.6M — up 20% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVVB positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Ashton Thomas Private Wealth, adding an estimated $6.49M. The largest seller was BIP Wealth, exiting entirely with an estimated $1.04M sold.
- 30 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q2 2026, up from 28 in Q1 2026.
- Funds reported $95.6M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q2 2026, up 20% quarter-over-quarter.
- 5 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q2 2026 and 3 closed out, a net change of +2 holders.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q2 2026 was Ashton Thomas Private Wealth, an estimated $6.49M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q2 2026 was BIP Wealth, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2026.