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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM

3 hedge funds and large institutions have $10.3M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.49% more ownership

Funds ownership: 0% → 93.49% (+93%)

Holders
3
Holders Change
+3
Holders Change %
–
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.91M
2
CFS
CRA Financial Services
New Jersey
+$542K
3
UBS Group
UBS Group
Switzerland
+$152

Top Sellers

No sellers this quarter

IVVM Hedge Fund Activity: Q3 2023 in Review

3 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q3 2023, worth a combined $10.3M.

Buyers outnumbered sellers: 3 funds opened new IVVM positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $9.91M.

  • 3 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $10.3M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q3 2023.
  • 3 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q3 2023 was BlackRock, an estimated $9.91M added.

Based on aggregated 13F filings for Q3 2023.