iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
14 hedge funds and large institutions have $56.6M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
14
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$6.45M | |
| 2 | +$697K | |
| 3 | +$324K | |
| 4 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$211K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$182K |
Top Sellers
| 1 | -$15.2M | |
| 2 | -$3.17M | |
| 3 | -$613K | |
| 4 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$170K |
| 5 |
JPMorgan Chase & Co
New York
|
-$15.4K |
