iShares Large Cap Deep Quarterly Laddered ETF
IVVB
14 hedge funds and large institutions have $75.4M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 10 → 14 (+4)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
11% more capital invested
Capital invested by funds: $67.7M → $75.4M (+$7.7M)
0.61% less ownership
Funds ownership: 88.82% → 88.21% (-0.61%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Planned Solutions
Folsom,
California
|
+$5.61M |
| 2 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$4.84M |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
+$1.41M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.2M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$8.24M |
| 2 |
Jane Street
New York
|
-$160K |
| 3 |
FD
Financial Designs
Claremont,
California
|
-$138K |
IVVB Hedge Fund Activity: Q4 2024 in Review
14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q4 2024, worth a combined $75.4M — up 11% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IVVB positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Planned Solutions, opening a new position worth an estimated $5.61M. The largest seller was Vantage Financial Partners (Wisconsin), cutting an estimated $8.24M.
- 14 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $75.4M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 4 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q4 2024 was Planned Solutions, an estimated $5.61M added.
- The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q4 2024 was Vantage Financial Partners (Wisconsin), an estimated $8.24M sold.
Based on aggregated 13F filings for Q4 2024.