iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
17 hedge funds and large institutions have $69M 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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
8.04% more ownership
Funds ownership: 68.08% → 76.12% (+8%)
Holders
17
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.05M | |
| 2 | +$2.5M | |
| 3 | +$874K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$314K |
| 5 |
Goldman Sachs
New York
|
+$278K |
Top Sellers
| 1 | -$1.24M | |
| 2 | -$468K | |
| 3 | -$370K | |
| 4 |
LWA
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$96.4K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$54.1K |
