iShares Large Cap Deep Quarterly Laddered ETF
IVVB
10 hedge funds and large institutions have $67.7M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $59.8M → $67.7M (+$7.91M)
6.02% less ownership
Funds ownership: 94.84% → 88.82% (-6%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$2.65M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.14M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$691K |
| 4 |
FD
Financial Designs
Claremont,
California
|
+$388K |
| 5 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$680K |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
-$666K |
| 3 |
Jane Street
New York
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $28.7M | – | – | – |
|
|
VFPW
2
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $11.7M | +$2.65M | +90,906 | +31% |
|
|
FD
3
Financial Designs
Claremont,
California
| $10.2M | +$388K | +13,314 | +4% |
|
|
WCP
4
Wick Capital Partners
Wayne,
Pennsylvania
| $7.87M | +$159K | +5,457 | +2% |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7.38M | +$2.14M | +73,616 | +43% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $718K | +$691K | +23,714 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $676K | +$6.23K | +214 | +1% |
|
|
8
Jane Street
New York
| $380K | -$245K | -8,421 | -40% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $50K | – | – | – |
|
|
PS
10
Principal Securities
Des Moines,
Iowa
| $48.4K | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$680K | -23,709 | Closed |
|
|
PI
12
PFG Investments
Woodbury,
New York
| – | -$666K | -23,216 | Closed |
|
IVVB Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q3 2024, worth a combined $67.7M — up 13% from $59.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IVVB and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.
The largest buyer was Vantage Financial Partners (Wisconsin), adding an estimated $2.65M. The largest seller was Old Mission Capital, exiting entirely with an estimated $680K sold.
- 10 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q3 2024, down from 11 in Q2 2024.
- Funds reported $67.7M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 1 fund opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q3 2024 was Vantage Financial Partners (Wisconsin), an estimated $2.65M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q3 2024 was Old Mission Capital, an estimated $680K sold.
Based on aggregated 13F filings for Q3 2024.