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iShares Large Cap Deep Quarterly Laddered ETF

41 hedge funds and large institutions have $650M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

676.73% more ownership

Funds ownership: 95.93%772.66% (+677%)

186% more capital invested

Capital invested by funds: $227M → $650M (+$422M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
1
Brevan Howard Capital Management
Jersey
$461M +$1.81B +60,706,457 New
3AM
2
3EDGE Asset Management
Florida
$91.8M -$114K -3,832 -0.1%
BlackRock
3
BlackRock
New York
$18.3M -$10.7M -360,000 -38%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$11.7M +$1.41M +47,416 +14%
WCP
5
Wick Capital Partners
Pennsylvania
$11.2M -$10M -336,109 -99%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.43M +$326K +10,949 +4%
AP
7
Americana Partners
Texas
$8.39M -$31.8M -1,067,532 -80%
PS
8
Planned Solutions
California
$5.78M +$63.3K +2,126 +1%
AWAU
9
Alliance Wealth Advisors (Utah)
Utah
$4.74M +$248K +8,312 +6%
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.24M -$404K -13,548 -11%
PWG
11
Portside Wealth Group
Utah
$2.81M +$126K +4,223 +5%
CFG
12
Certior Financial Group
Pennsylvania
$2.64M +$1.46K +49 +0.1%
Cerity Partners
13
Cerity Partners
New York
$2.29M
EFL
14
ERn Financial LLC
Wisconsin
$1.87M +$1.79M +60,184 New
AWA
15
Arete Wealth Advisors
Illinois
$1.85M +$1.78M +59,663 New
WAG
16
Wallace Advisory Group
California
$1.41M +$1.43M +48,060 New
PI
17
PFG Investments
New York
$1.4M -$10.5K -352 -0.8%
MTC
18
Matrix Trust Company
Colorado
$1.3M +$219K +7,364 +21%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.22M -$835K -28,024 -42%
PCG
20
Prosperity Consulting Group
Maryland
$1.03M
SB
21
Strategic Blueprint
Georgia
$1.01M -$46.1K -1,549 -5%
VA
22
Valmark Advisers
Ohio
$901K +$137K +4,615 +19%
NG
23
Norden Group
Utah
$893K +$214K +7,184 +33%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$733K
FNWA
25
Financial Network Wealth Advisors
Utah
$497K +$21.5K +722 +5%

IVVB Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q2 2025, worth a combined $650M — up 186% from $227M a quarter earlier.

Fund positioning in IVVB was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Brevan Howard Capital Management, opening a new position worth an estimated $1.81B. The largest seller was Americana Partners, cutting an estimated $31.8M.

  • 41 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $650M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q2 2025, up 186% quarter-over-quarter.
  • 6 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q2 2025 was Brevan Howard Capital Management, an estimated $1.81B added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q2 2025 was Americana Partners, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2025.