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iShares Large Cap Moderate Quarterly Laddered ETF

32 hedge funds and large institutions have $123M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.3M
FFS
3
Founders Financial Securities
Maryland
$15.4M
Raymond James Financial
4
Raymond James Financial
Florida
$7.69M
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.87M
CFS
6
CRA Financial Services
New Jersey
$5.38M
LPL Financial
7
LPL Financial
California
$4.21M
VCM
8
Vavra Capital Management
Pennsylvania
$3.48M
CCC
9
Compass Capital Corp
Massachusetts
$2.25M
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$2.01M
OMC
11
Old Mission Capital
Illinois
$1.72M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.6M
BW
13
BIP Wealth
Georgia
$1.06M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$991K
Osaic Holdings
15
Osaic Holdings
Arizona
$920K
NA
16
NewEdge Advisors
Louisiana
$696K
LWA
17
LifeGoal Wealth Advisors
New York
$688K
BCM
18
Brookstone Capital Management
Illinois
$649K
CA
19
COFG Advisors
Illinois
$524K
HighTower Advisors
20
HighTower Advisors
Illinois
$413K
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$371K
CA
22
Chatterton & Associates
California
$282K
AWM
23
Apollon Wealth Management
South Carolina
$234K
GS
24
GWN Securities
Florida
$216K
CAL
25
Capital Analysts LLC
Pennsylvania
$115K