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iShares Large Cap Deep Quarterly Laddered ETF

30 hedge funds and large institutions have $69.6M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

27% less funds holding

Funds holding: 4130 (-11)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

89% less capital invested

Capital invested by funds: $650M → $69.6M (-$580M)

711.4% less ownership

Funds ownership: 772.66%61.26% (-711%)

Holders
30
Holders Change
-11
Holders Change %
-26.83%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
8
Reduced
7
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.4M -$3.82M -120,000 -20%
WCP
2
Wick Capital Partners
Pennsylvania
$14.3M +$13.8M +434,015 +13,228%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$13.5M +$1.08M +34,051 +9%
PS
4
Planned Solutions
California
$6.12M +$22.6K +710 +0.4%
AP
5
Americana Partners
Texas
$3.2M -$5.49M -172,588 -64%
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.01M -$394K -12,381 -12%
EFL
7
ERn Financial LLC
Wisconsin
$2.01M +$40.9K +1,284 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.83M +$525K +16,480 +42%
PI
9
PFG Investments
New York
$1.44M -$29.9K -939 -2%
WAG
10
Wallace Advisory Group
California
$1.36M -$131K -4,100 -9%
VA
11
Valmark Advisers
Ohio
$1.19M +$231K +7,266 +25%
SB
12
Strategic Blueprint
Georgia
$1.05M -$10.6K -334 -1%
AAS
13
Ameritas Advisory Services
Nebraska
$867K +$844K +26,500 New
CAG
14
Csenge Advisory Group
Florida
$831K +$325K +10,220 +67%
FAM
15
Formidable Asset Management
Ohio
$729K +$748K +23,509 New
NA
16
NewEdge Advisors
Louisiana
$641K +$156K +4,908 +33%
KCM
17
KM Capital Management
Texas
$484K
OMC
18
Old Mission Capital
Illinois
$460K +$448K +14,059 New
HighTower Advisors
19
HighTower Advisors
Illinois
$352K +$342K +10,750 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$240K +$234K +7,345 New
FPAS
21
Focus Partners Advisor Solutions
Missouri
$216K +$206K +6,474 New
DAS
22
Diversify Advisory Services
Utah
$200K -$213K -6,694 -53%
CA
23
Clearstead Advisors
Ohio
$104K +$101K +3,173 New
HI
24
Harbour Investments
Wisconsin
$54.6K
PS
25
Principal Securities
Iowa
$52.4K

IVVB Hedge Fund Activity: Q3 2025 in Review

30 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q3 2025, worth a combined $69.6M — down 89% from $650M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IVVB and 9 opened new positions — a net loss of 11 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Wick Capital Partners, adding an estimated $13.8M. The largest seller was Brevan Howard Capital Management, exiting entirely with an estimated $461M sold.

  • 30 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q3 2025, down from 41 in Q2 2025.
  • Funds reported $69.6M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q3 2025, down 89% quarter-over-quarter.
  • 9 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q3 2025 and 20 closed out, a net change of -11 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q3 2025 was Wick Capital Partners, an estimated $13.8M added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q3 2025 was Brevan Howard Capital Management, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2025.