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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
3 hedge funds and large institutions have $32.9M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
182% more capital invested
Capital invested by funds: $11.7M → $32.9M (+$21.2M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
47.49% more ownership
Funds ownership: 47.78% → 95.28% (+47%)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BlackRock
New York
|
+$19.6M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$927K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$638 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $29.7M | +$19.6M | +720,000 | +209% |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $3M | +$927K | +33,975 | +46% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | -$330K | -12,116 | -57% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$638 | -24 | Closed |
|