iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
11 hedge funds and large institutions have $43.7M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $39.1M → $43.7M (+$4.67M)
10% more funds holding
Funds holding: 10 → 11 (+1)
5.1% less ownership
Funds ownership: 91.12% → 86.02% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$1.82M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$640K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$561K |
| 4 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$400K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$761 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$589K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $32.2M | – | – | – |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $4.68M | +$400K | +13,670 | +10% |
|
|
MHS
3
M Holdings Securities
Portland,
Oregon
| $2.27M | +$1.82M | +62,156 | +488% |
|
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.04M | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.4M | +$561K | +19,156 | +71% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $661K | +$640K | +21,856 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $367K | – | – | – |
|
|
CPA
8
Clear Point Advisors
Melville,
New York
| $96.8K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $9.02K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $787 | +$761 | +26 | New |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $31 | – | – | – |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$589K | -20,353 | Closed |
|
IVVM Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q3 2024, worth a combined $43.7M — up 12% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IVVM positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was M Holdings Securities, adding an estimated $1.82M. The largest seller was Old Mission Capital, exiting entirely with an estimated $589K sold.
- 11 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $43.7M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 2 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q3 2024 was M Holdings Securities, an estimated $1.82M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q3 2024 was Old Mission Capital, an estimated $589K sold.
Based on aggregated 13F filings for Q3 2024.