iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
32 hedge funds and large institutions have $123M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
33% more funds holding
Funds holding: 24 → 32 (+8)
24% more capital invested
Capital invested by funds: $99.2M → $123M (+$23.6M)
14.29% more ownership
Funds ownership: 67.85% → 82.14% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$15.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.97M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.12M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.75M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.32M |
| 2 |
STA
Shade Tree Advisors
Saratoga Springs,
New York
|
-$355K |
| 3 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$184K |
| 4 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
-$130K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $110K | -$12.5K | -361 | -10% |
|
|
CA
27
Clearstead Advisors
Cleveland,
Ohio
| $104K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | +$63K | +1,814 | New |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $26.2K | -$208 | -6 | -0.8% |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $16.8K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $7.4K | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $35 | – | – | – |
|
|
STA
33
Shade Tree Advisors
Saratoga Springs,
New York
| – | -$355K | -10,191 | Closed |
|
IVVM Hedge Fund Activity: Q1 2026 in Review
32 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q1 2026, worth a combined $123M — up 24% from $99.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IVVM positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Founders Financial Securities, opening a new position worth an estimated $15.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $2.32M.
- 32 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q1 2026, up from 24 in Q4 2025.
- Funds reported $123M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q1 2026, up 24% quarter-over-quarter.
- 9 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q1 2026 and 1 closed out, a net change of +8 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q1 2026 was Founders Financial Securities, an estimated $15.2M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q1 2026.