iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
10 hedge funds and large institutions have $39.1M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
233% more funds holding
Funds holding: 3 → 10 (+7)
19% more capital invested
Capital invested by funds: $32.9M → $39.1M (+$6.15M)
4.16% less ownership
Funds ownership: 95.28% → 91.12% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.89M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$932K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$570K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$498K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$357K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $30.8M | – | – | – |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $4.08M | +$932K | +33,250 | +31% |
|
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.95M | +$1.89M | +67,450 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $782K | +$498K | +17,772 | +193% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $589K | +$570K | +20,353 | New |
|
|
MHS
6
M Holdings Securities
Portland,
Oregon
| $369K | +$357K | +12,730 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $351K | +$340K | +12,117 | New |
|
|
CPA
8
Clear Point Advisors
Melville,
New York
| $92.7K | +$89.7K | +3,200 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $8.63K | +$8.35K | +298 | New |
|
|
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $29 | +$28 | +1 | New |
|
IVVM Hedge Fund Activity: Q2 2024 in Review
10 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q2 2024, worth a combined $39.1M — up 19% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVVM positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.89M.
- 10 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $39.1M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q2 2024, up 19% quarter-over-quarter.
- 7 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q2 2024 and 0 closed out, a net change of +7 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $1.89M added.
Based on aggregated 13F filings for Q2 2024.