iShares Large Cap Deep Quarterly Laddered ETF
IVVB
6 hedge funds and large institutions have $10.8M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
35% less capital invested
Capital invested by funds: $16.6M → $10.8M (-$5.81M)
43.2% less ownership
Funds ownership: 84.75% → 41.55% (-43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$3.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$307K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$20.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$10.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCP
1
Wick Capital Partners
Wayne,
Pennsylvania
| $5.17M | +$3.67M | +146,193 | +276% |
|
2
BlackRock
New York
| $4.93M | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $317K | +$307K | +12,227 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $303K | -$103K | -4,090 | -26% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $41.5K | +$40.2K | +1,600 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $20.9K | +$20.3K | +807 | New |
|
|
BIM
7
Bullseye Investment Management
Cincinnati,
Ohio
| – | -$10.3M | -419,226 | Closed |
|
IVVB Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q4 2023, worth a combined $10.8M — down 35% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IVVB positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Wick Capital Partners, adding an estimated $3.67M. The largest seller was Bullseye Investment Management, exiting entirely with an estimated $10.3M sold.
- 6 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $10.8M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q4 2023, down 35% quarter-over-quarter.
- 3 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q4 2023 was Wick Capital Partners, an estimated $3.67M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q4 2023 was Bullseye Investment Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2023.