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iShares Large Cap Moderate Quarterly Laddered ETF
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

Rank Fund Capital Flow
1
CFS
CRA Financial Services
New Jersey
+$1.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$549K
3
UBS Group
UBS Group
Switzerland
+$463

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.17M

IVVM Hedge Fund Activity: Q4 2023 in Review

4 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q4 2023, worth a combined $11.7M — up 13% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new IVVM positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was CRA Financial Services, adding an estimated $1.35M. The largest seller was BlackRock, cutting an estimated $1.17M.

  • 4 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $11.7M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 1 fund opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q4 2023 was CRA Financial Services, an estimated $1.35M added.
  • The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q4 2023 was BlackRock, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2023.