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iShares Large Cap Deep Quarterly Laddered ETF

41 hedge funds and large institutions have $227M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

201% more capital invested

Capital invested by funds: $75.4M → $227M (+$152M)

193% more funds holding

Funds holding: 1441 (+27)

7.72% more ownership

Funds ownership: 88.21%95.93% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
41
Holders Change
+27
Holders Change %
+192.86%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$374K +$390K +12,751 New
DAS
27
Diversify Advisory Services
Utah
$364K +$380K +12,427 New
GWM
28
Gibbs Wealth Management
Georgia
$301K +$314K +10,271 New
FD
29
Financial Designs
California
$294K -$9.83M -321,412 -97%
RW
30
Regimen Wealth
Georgia
$262K +$274K +8,948 New
DWM
31
Diversify Wealth Management
Utah
$247K +$258K +8,430 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$243K +$253K +8,277 New
SAI
33
Savvy Advisors Inc
New York
$237K +$247K +8,080 New
CA
34
Continuum Advisory
Idaho
$186K +$194K +6,353 New
HI
35
Harbour Investments
Wisconsin
$48.9K +$428 +14 +0.8%
PS
36
Principal Securities
Iowa
$48.9K
JP Morgan Chase
37
JP Morgan Chase
New York
$46.9K +$49K +1,600 New
MG
38
Mather Group
Illinois
$14.4K +$15K +490 New
Osaic Holdings
39
Osaic Holdings
Arizona
$7.33K +$7.65K +250 New
GWM
40
Geneos Wealth Management
Colorado
$3.81K +$3.98K +130 New
UBS Group
41
UBS Group
Switzerland
$645 +$673 +22 New
OMC
42
Old Mission Capital
Illinois
-$692K -22,654 Closed
Jane Street
43
Jane Street
New York
-$226K -7,384 Closed

IVVB Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q1 2025, worth a combined $227M — up 201% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IVVB positions and 2 closed out — a net gain of 27 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $90.7M. The largest seller was Financial Designs, cutting an estimated $9.83M.

  • 41 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q1 2025, up from 14 in Q4 2024.
  • Funds reported $227M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q1 2025, up 201% quarter-over-quarter.
  • 29 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q1 2025 and 2 closed out, a net change of +27 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q1 2025 was 3EDGE Asset Management, an estimated $90.7M added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q1 2025 was Financial Designs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2025.