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iShares Large Cap Deep Quarterly Laddered ETF

28 hedge funds and large institutions have $79.9M invested in iShares Large Cap Deep Quarterly Laddered ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.31% less ownership

Funds ownership: 65.89%65.57% (-0.31%)

3% less funds holding

Funds holding: 2928 (-1)

6% less capital invested

Capital invested by funds: $84.5M → $79.9M (-$4.67M)

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
1
Wick Capital Partners
Pennsylvania
$35M +$2.19M +66,185 +6%
BlackRock
2
BlackRock
New York
$14.6M
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$9.33M -$1.4M -42,451 -13%
PS
4
Planned Solutions
California
$5.68M -$165K -4,983 -3%
EFL
5
ERn Financial LLC
Wisconsin
$2.23M +$36.6K +1,107 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.1M +$287K +8,684 +15%
Raymond James Financial
7
Raymond James Financial
Florida
$1.64M +$1.22M +36,736 +253%
VA
8
Valmark Advisers
Ohio
$1.48M +$157K +4,735 +11%
BW
9
BIP Wealth
Georgia
$1.04M +$32.2K +974 +3%
AP
10
Americana Partners
Texas
$920K -$1.29M -38,877 -58%
CAG
11
Csenge Advisory Group
Florida
$894K -$10.3K -311 -1%
FAM
12
Formidable Asset Management
Ohio
$794K -$45.7K -1,382 -5%
NA
13
NewEdge Advisors
Louisiana
$720K +$40.9K +1,237 +6%
LPL Financial
14
LPL Financial
California
$692K +$715K +21,612 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$615K +$77.1K +2,331 +14%
SWP
16
Sagespring Wealth Partners
Tennessee
$525K +$542K +16,380 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$474K
PI
18
PFG Investments
New York
$375K -$966K -29,196 -71%
AAS
19
Ameritas Advisory Services
Nebraska
$240K -$54.8K -1,657 -18%
HI
20
Harbour Investments
Wisconsin
$211K -$10.1K -304 -4%
CA
21
Clearstead Advisors
Ohio
$102K
ATPW
22
Ashton Thomas Private Wealth
Arizona
$98.5K +$102K +3,073 New
Morgan Stanley
23
Morgan Stanley
New York
$60.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$25.3K +$25.2K +760 +2,452%
IA
25
IFP Advisors
Florida
$9.29K +$331 +10 +4%

IVVB Hedge Fund Activity: Q1 2026 in Review

28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) for Q1 2026, worth a combined $79.9M — down 5.5% from $84.5M a quarter earlier.

Fund positioning in IVVB was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was Wick Capital Partners, adding an estimated $2.19M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.4M.

  • 28 institutional investors held iShares Large Cap Deep Quarterly Laddered ETF (IVVB) as of Q1 2026, down from 29 in Q4 2025.
  • Funds reported $79.9M of iShares Large Cap Deep Quarterly Laddered ETF stock for Q1 2026, down 5.5% quarter-over-quarter.
  • 4 funds opened new iShares Large Cap Deep Quarterly Laddered ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF buyer in Q1 2026 was Wick Capital Partners, an estimated $2.19M added.
  • The largest iShares Large Cap Deep Quarterly Laddered ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2026.