iShares Large Cap Moderate Quarterly Laddered ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.6M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$638 |
IVVM Hedge Fund Activity: Q1 2024 in Review
3 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q1 2024, worth a combined $32.9M — up 182% from $11.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of IVVM and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was Susquehanna International Group, cutting an estimated $330K.
- 3 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q1 2024, down from 4 in Q4 2023.
- Funds reported $32.9M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q1 2024, up 182% quarter-over-quarter.
- 0 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q1 2024 was BlackRock, an estimated $19.6M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q1 2024 was Susquehanna International Group, an estimated $330K sold.
Based on aggregated 13F filings for Q1 2024.