iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
16 hedge funds and large institutions have $68M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, reducing their positions, and 1 closing their positions.
24,672% more capital inflows, than outflows
Capital inflows: $24M | Capital outflows: $96.8K
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
45% more funds holding
Funds holding: 11 → 16 (+5)
4.48% less ownership
Funds ownership: 86.02% → 81.54% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Americana Partners
Houston,
Texas
|
+$15.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.44M |
| 3 |
M Holdings Securities
Portland,
Oregon
|
+$880K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$593K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clear Point Advisors
Melville,
New York
|
-$96.8K |
IVVM Hedge Fund Activity: Q4 2024 in Review
16 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q4 2024, worth a combined $68M — up 56% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVVM positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Americana Partners, opening a new position worth an estimated $15.4M. The largest seller was Clear Point Advisors, exiting entirely with an estimated $96.8K sold.
- 16 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q4 2024, up from 11 in Q3 2024.
- Funds reported $68M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q4 2024, up 56% quarter-over-quarter.
- 6 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q4 2024 was Americana Partners, an estimated $15.4M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q4 2024 was Clear Point Advisors, an estimated $96.8K sold.
Based on aggregated 13F filings for Q4 2024.