iShares Large Cap Moderate Quarterly Laddered ETF
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.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
13% less funds holding
Funds holding: 16 → 14 (-2)
13.46% less ownership
Funds ownership: 81.54% → 68.08% (-13%)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
58% less capital inflows, than outflows
Capital inflows: $8.05M | Capital outflows: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.53M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$705K |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$328K |
| 4 |
CRA Financial Services
Northfield,
New Jersey
|
+$214K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Americana Partners
Houston,
Texas
|
-$15.2M |
| 2 |
M Holdings Securities
Portland,
Oregon
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$621K |
| 4 |
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$172K |
| 5 |
JP Morgan Chase
New York
|
-$15.4K |
IVVM Hedge Fund Activity: Q1 2025 in Review
14 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q1 2025, worth a combined $56.6M — down 17% from $68M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IVVM and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Envestnet Asset Management, adding an estimated $6.53M. The largest seller was Americana Partners, exiting entirely with an estimated $15.2M sold.
- 14 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q1 2025, down from 16 in Q4 2024.
- Funds reported $56.6M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q1 2025, down 17% quarter-over-quarter.
- 2 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $6.53M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q1 2025 was Americana Partners, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2025.