iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
17 hedge funds and large institutions have $69.3M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
22% more capital invested
Capital invested by funds: $56.6M → $69.3M (+$12.7M)
21% more funds holding
Funds holding: 14 → 17 (+3)
8.38% more ownership
Funds ownership: 68.08% → 76.46% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.39M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$837K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$600K |
| 5 |
Goldman Sachs
New York
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
-$448K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$370K |
| 4 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$92.4K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$51.8K |
IVVM Hedge Fund Activity: Q2 2025 in Review
17 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q2 2025, worth a combined $69.3M — up 22% from $56.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVVM positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $6.76M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.24M sold.
- 17 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q2 2025, up from 14 in Q1 2025.
- Funds reported $69.3M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q2 2025, up 22% quarter-over-quarter.
- 5 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $6.76M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q2 2025 was Susquehanna International Group, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2025.