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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.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

2.51% less ownership

Funds ownership: 76.46% → 73.95% (-2.5%)

Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$6.01M
2
+$4.72M
3
+$1.83M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$741K
5
PA
PFG Advisors
Arizona
+$731K

Top Sellers

1
-$278K
2
-$225K
3
-$46.5K
4
SS
Sunbelt Securities
Texas
-$932
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$36.4M
2
$20.7M
3
$11.9M
4
$6.17M
5
$5.47M
6
$1.88M
7
$1.54M
8
$1.41M
9
$1.05M
10
$751K
11
$713K
12
$562K
13
$414K
14
$334K
15
$318K
16
$123K
17
$104K
18
$30.7K
19
$26.3K
20
$16.8K
21
$7.42K
22
$479
23
$35
24
–
25
–