iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
23 hedge funds and large institutions have $90M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
35% more funds holding
Funds holding: 17 → 23 (+6)
30% more capital invested
Capital invested by funds: $69.3M → $90M (+$20.7M)
1.44% less ownership
Funds ownership: 75.38% → 73.95% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.72M |
| 3 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$1.83M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$741K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$278K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$225K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$46.5K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$932 |
IVVM Hedge Fund Activity: Q3 2025 in Review
23 of the 7,643 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q3 2025, worth a combined $90M — up 30% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVVM positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $6.01M. The largest seller was Goldman Sachs, exiting entirely with an estimated $278K sold.
- 23 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q3 2025, up from 17 in Q2 2025.
- Funds reported $90M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q3 2025, up 30% quarter-over-quarter.
- 8 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q3 2025 was Raymond James Financial, an estimated $6.01M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q3 2025 was Goldman Sachs, an estimated $278K sold.
Based on aggregated 13F filings for Q3 2025.