iShares Large Cap Deep Quarterly Laddered ETF
IVVB
29 hedge funds and large institutions have $84.5M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
21% more capital invested
Capital invested by funds: $69.6M → $84.5M (+$14.9M)
4.63% more ownership
Funds ownership: 61.26% → 65.89% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 30 → 29 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$19.5M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$1.05M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$490K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$481K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.61M |
| 2 |
WAG
Wallace Advisory Group
Lafayette,
California
|
-$1.36M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.05M |
| 4 |
AP
Americana Partners
Houston,
Texas
|
-$1M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $9.26K | – | – | – |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $4.63K | – | – | – |
|
28
JP Morgan Chase
New York
| $1.79K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $1.02K | – | – | – |
|
|
WAG
30
Wallace Advisory Group
Lafayette,
California
| – | -$1.36M | -43,960 | Closed |
|
|
SB
31
Strategic Blueprint
Atlanta,
Georgia
| – | -$1.05M | -32,084 | Closed |
|
|
KCM
32
KM Capital Management
Austin,
Texas
| – | -$484K | -14,800 | Closed |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$460K | -14,059 | Closed |
|
|
FPAS
34
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$216K | -6,474 | Closed |
|
|
DAS
35
Diversify Advisory Services
Sandy,
Utah
| – | -$200K | -6,014 | Closed |
|
|
PS
36
Principal Securities
Des Moines,
Iowa
| – | -$52.4K | -1,600 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$393 | -12 | Closed |
|
IVVB Hedge Fund Activity: Q4 2025 in Review
29 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q4 2025, worth a combined $84.5M — up 21% from $69.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IVVB and 7 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Wick Capital Partners, adding an estimated $19.5M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $2.61M.
- 29 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q4 2025, down from 30 in Q3 2025.
- Funds reported $84.5M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q4 2025, up 21% quarter-over-quarter.
- 7 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q4 2025 and 8 closed out, a net change of -1 holder.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q4 2025 was Wick Capital Partners, an estimated $19.5M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q4 2025 was CAPTRUST Financial Advisors, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2025.