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iShares Large Cap Deep Quarterly Laddered ETF

41 hedge funds and large institutions have $227M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

201% more capital invested

Capital invested by funds: $75.4M → $227M (+$152M)

193% more funds holding

Funds holding: 1441 (+27)

7.72% more ownership

Funds ownership: 88.21%95.93% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
41
Holders Change
+27
Holders Change %
+192.86%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$86.9M +$90.7M +2,964,087 New
AP
2
Americana Partners
Texas
$39.2M +$40.9M +1,337,989 New
BlackRock
3
BlackRock
New York
$27.9M
TC
4
TownSquare Capital
Utah
$12.8M +$13.4M +436,436 New
WCP
5
Wick Capital Partners
Pennsylvania
$9.95M -$2.37M -77,514 -19%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$9.7M +$1.67M +54,570 +20%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.65M +$7.98M +260,838 New
PS
8
Planned Solutions
California
$5.4M +$71.2K +2,328 +1%
AWAU
9
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$4.42M +144,618 New
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.46M -$37.4K -1,222 -1%
PWG
11
Portside Wealth Group
Utah
$2.53M +$2.64M +86,415 New
CFG
12
Certior Financial Group
Pennsylvania
$2.49M +$2.6M +85,012 New
Cerity Partners
13
Cerity Partners
New York
$2.16M +$2.26M +73,774 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.97M +$699K +22,859 +51%
PI
15
PFG Investments
New York
$1.33M -$8.75K -286 -0.6%
MTC
16
Matrix Trust Company
Colorado
$1.02M +$1.06M +34,664 New
SB
17
Strategic Blueprint
Georgia
$996K +$71.3K +2,331 +7%
PCG
18
Prosperity Consulting Group
Maryland
$976K +$1.02M +33,277 New
VA
19
Valmark Advisers
Ohio
$716K +$748K +24,435 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$689K +$719K +23,485 New
NG
21
Norden Group
Utah
$633K +$661K +21,598 New
AAS
22
Ameritas Advisory Services
Nebraska
$592K -$588K -19,222 -49%
FNWA
23
Financial Network Wealth Advisors
Utah
$449K +$468K +15,300 New
KCM
24
KM Capital Management
Texas
$434K +$453K +14,800 New
CAG
25
Csenge Advisory Group
Florida
$392K +$421K +13,774 New

IVVB Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q1 2025, worth a combined $227M — up 201% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IVVB positions and 2 closed out — a net gain of 27 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $90.7M. The largest seller was Financial Designs, cutting an estimated $9.83M.

  • 41 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q1 2025, up from 14 in Q4 2024.
  • Funds reported $227M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q1 2025, up 201% quarter-over-quarter.
  • 29 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q1 2025 and 2 closed out, a net change of +27 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q1 2025 was 3EDGE Asset Management, an estimated $90.7M added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q1 2025 was Financial Designs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2025.