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iShares Large Cap Deep Quarterly Laddered ETF

41 hedge funds and large institutions have $650M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

676.73% more ownership

Funds ownership: 95.93%772.66% (+677%)

186% more capital invested

Capital invested by funds: $227M → $650M (+$422M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$461K +$41.4K +1,389 +10%
KCM
27
KM Capital Management
Texas
$459K
NA
28
NewEdge Advisors
Louisiana
$455K +$57.7K +1,937 +15%
TC
29
TownSquare Capital
Utah
$435K -$12.6M -422,418 -97%
DAS
30
Diversify Advisory Services
Utah
$405K +$8.37K +281 +2%
GWM
31
Gibbs Wealth Management
Georgia
$337K +$18.1K +606 +6%
RW
32
Regimen Wealth
Georgia
$277K
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$257K
DWM
34
Diversify Wealth Management
Utah
$250K -$17.9K -601 -7%
MWM
35
Modern Wealth Management
Kansas
$202K +$194K +6,502 New
HI
36
Harbour Investments
Wisconsin
$51.7K
PS
37
Principal Securities
Iowa
$49.6K
IA
38
IFP Advisors
Florida
$8.68K +$8.34K +280 New
GWM
39
Geneos Wealth Management
Colorado
$2.02K -$1.94K -65 -50%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.68K -$46K -1,546 -97%
Osaic Holdings
41
Osaic Holdings
Arizona
$961 -$6.52K -219 -88%
AAS
42
Ameritas Advisory Services
Nebraska
-$592K -19,778 Closed
FD
43
Financial Designs
California
-$294K -10,035 Closed
SAI
44
Savvy Advisors Inc
New York
-$237K -8,080 Closed
CA
45
Continuum Advisory
Idaho
-$186K -6,353 Closed
MG
46
Mather Group
Illinois
-$14.4K -490 Closed
UBS Group
47
UBS Group
Switzerland
-$645 -22 Closed

IVVB Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q2 2025, worth a combined $650M — up 186% from $227M a quarter earlier.

Fund positioning in IVVB was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Brevan Howard Capital Management, opening a new position worth an estimated $1.81B. The largest seller was Americana Partners, cutting an estimated $31.8M.

  • 41 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $650M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q2 2025, up 186% quarter-over-quarter.
  • 6 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q2 2025 was Brevan Howard Capital Management, an estimated $1.81B added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q2 2025 was Americana Partners, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2025.