iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
23 hedge funds and large institutions have $90M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
2.51% less ownership
Funds ownership: 76.46% → 73.95% (-2.5%)
Holders
23
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.17M | |
| 2 | +$4.85M | |
| 3 | +$1.88M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$761K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$751K |
Top Sellers
| 1 | -$278K | |
| 2 | -$225K | |
| 3 | -$47.8K | |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$958 |
