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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.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

56% more capital invested

Capital invested by funds: $43.7M → $68M (+$24.3M)

45% more funds holding

Funds holding: 11 → 16 (+5)

4.48% less ownership

Funds ownership: 86.02% → 81.54% (-4.5%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
+$15.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.44M
3
MHS
M Holdings Securities
Oregon
+$880K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$593K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$451K

Top Sellers

Rank Fund Capital Flow
1
CPA
Clear Point Advisors
New York
-$96.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$32.6M – – –
AP
2
Americana Partners
Texas
$15.2M +$15.4M +496,914 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.4M +$5.44M +176,095 New
CFS
4
CRA Financial Services
New Jersey
$5.08M +$336K +10,875 +7%
MHS
5
M Holdings Securities
Oregon
$3.17M +$880K +28,455 +38%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$2.66M +$593K +19,193 +28%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.86M +$451K +14,604 +32%
SB
8
Strategic Blueprint
Georgia
$912K +$244K +7,897 +36%
LWA
9
LifeGoal Wealth Advisors
New York
$497K +$501K +16,194 New
HighTower Advisors
10
HighTower Advisors
Illinois
$372K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$166K +$159K +5,131 +1,722%
JP Morgan Chase
12
JP Morgan Chase
New York
$15.4K +$15.5K +502 New
CA
13
CoreCap Advisors
Michigan
$2.91K +$2.94K +95 New
SS
14
Sunbelt Securities
Texas
$1.29K +$495 +16 +62%
UBS Group
15
UBS Group
Switzerland
$368 +$371 +12 New
DFA
16
DHJJ Financial Advisors
Illinois
$31 – – –
CPA
17
Clear Point Advisors
New York
– -$96.8K -3,200 Closed

IVVM Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 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.