iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
24 hedge funds and large institutions have $99.2M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $90M → $99.2M (+$9.13M)
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.1% less ownership
Funds ownership: 73.95% → 67.85% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.66M |
| 2 |
CCC
Compass Capital Corp
Braintree,
Massachusetts
|
+$1.64M |
| 3 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$796K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.8M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
-$1.88M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.05M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$751K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$516K |
IVVM Hedge Fund Activity: Q4 2025 in Review
24 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q4 2025, worth a combined $99.2M — up 10% from $90M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVVM positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.66M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $2.8M.
- 24 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q4 2025, up from 23 in Q3 2025.
- Funds reported $99.2M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q4 2025, up 10% quarter-over-quarter.
- 6 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $5.66M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q4 2025 was CAPTRUST Financial Advisors, an estimated $2.8M sold.
Based on aggregated 13F filings for Q4 2025.