iShares Large Cap Deep Quarterly Laddered ETF
IVVB
28 hedge funds and large institutions have $79.9M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.31% less ownership
Funds ownership: 65.89% → 65.57% (-0.31%)
3% less funds holding
Funds holding: 29 → 28 (-1)
6% less capital invested
Capital invested by funds: $84.5M → $79.9M (-$4.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$2.19M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.22M |
| 3 |
LPL Financial
San Diego,
California
|
+$715K |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$542K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.4M |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$1.29M |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
-$966K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$360K |
| 5 |
Jane Street
New York
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $4.49K | – | – | – |
|
27
JP Morgan Chase
New York
| $1.71K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$861 | +26 | New |
|
|
29
HighTower Advisors
Chicago,
Illinois
| – | -$360K | -10,871 | Closed |
|
|
30
Jane Street
New York
| – | -$202K | -6,119 | Closed |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$57.7K | -1,744 | Closed |
|
32
Bank of America
Charlotte,
North Carolina
| – | -$52.1K | -1,576 | Closed |
|
IVVB Hedge Fund Activity: Q1 2026 in Review
28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q1 2026, worth a combined $79.9M — down 5.5% from $84.5M a quarter earlier.
Fund positioning in IVVB was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was Wick Capital Partners, adding an estimated $2.19M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.4M.
- 28 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q1 2026, down from 29 in Q4 2025.
- Funds reported $79.9M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q1 2026, down 5.5% quarter-over-quarter.
- 4 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q1 2026 was Wick Capital Partners, an estimated $2.19M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2026.