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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
4 hedge funds and large institutions have $11.7M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $10.3M → $11.7M (+$1.38M)
45.7% less ownership
Funds ownership: 93.49% → 47.78% (-46%)
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$1.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$549K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$463 |
Top Sellers
| 1 |
BlackRock
New York
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $9.16M | -$1.17M | -45,500 | -12% |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $1.96M | +$1.35M | +52,410 | +246% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $567K | +$549K | +21,334 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $638 | +$463 | +18 | +300% |
|