iShares Large Cap Deep Quarterly Laddered ETF
IVVB
5 hedge funds and large institutions have $37M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
243% more capital invested
Capital invested by funds: $10.8M → $37M (+$26.2M)
51.37% more ownership
Funds ownership: 41.55% → 92.92% (+51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.37M |
| 3 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$1.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$317K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $26.3M | +$20.4M | +760,000 | +400% |
|
|
WCP
2
Wick Capital Partners
Wayne,
Pennsylvania
| $7.32M | +$1.76M | +65,734 | +33% |
|
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.45M | +$2.37M | +88,496 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $914K | +$575K | +21,417 | +184% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $44.2K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$317K | -12,227 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$20.9K | -807 | Closed |
|
IVVB Hedge Fund Activity: Q1 2024 in Review
5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q1 2024, worth a combined $37M — up 243% from $10.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IVVB and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $317K sold.
- 5 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q1 2024, down from 6 in Q4 2023.
- Funds reported $37M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q1 2024, up 243% quarter-over-quarter.
- 1 fund opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q1 2024 was BlackRock, an estimated $20.4M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q1 2024 was Citadel Advisors, an estimated $317K sold.
Based on aggregated 13F filings for Q1 2024.