iShares Large Cap Deep Quarterly Laddered ETF
IVVB
11 hedge funds and large institutions have $59.8M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
120% more funds holding
Funds holding: 5 → 11 (+6)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
62% more capital invested
Capital invested by funds: $37M → $59.8M (+$22.8M)
1.91% more ownership
Funds ownership: 92.92% → 94.84% (+1.9%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
+$8.93M |
| 2 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$8.18M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.27M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$657K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$303K |
| 2 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $27.2M | – | – | – |
|
|
FD
2
Financial Designs
Claremont,
California
| $9.25M | +$8.93M | +322,620 | New |
|
|
VFPW
3
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $8.47M | +$8.18M | +295,489 | New |
|
|
WCP
4
Wick Capital Partners
Wayne,
Pennsylvania
| $7.3M | -$285K | -10,300 | -4% |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4.88M | +$2.27M | +81,855 | +92% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $680K | +$657K | +23,709 | New |
|
|
PI
7
PFG Investments
Woodbury,
New York
| $666K | +$643K | +23,216 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $634K | -$303K | -10,948 | -33% |
|
9
Jane Street
New York
| $601K | +$581K | +20,979 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $47.4K | +$45.8K | +1,654 | New |
|
|
PS
11
Principal Securities
Des Moines,
Iowa
| $45.9K | – | – | – |
|
IVVB Hedge Fund Activity: Q2 2024 in Review
11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q2 2024, worth a combined $59.8M — up 62% from $37M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVVB positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Financial Designs, opening a new position worth an estimated $8.93M. The largest seller was Susquehanna International Group, cutting an estimated $303K.
- 11 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $59.8M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q2 2024, up 62% quarter-over-quarter.
- 6 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q2 2024 and 0 closed out, a net change of +6 holders.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q2 2024 was Financial Designs, an estimated $8.93M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q2 2024 was Susquehanna International Group, an estimated $303K sold.
Based on aggregated 13F filings for Q2 2024.