iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
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.
816% more capital inflows, than outflows
Capital inflows: $28.5M | Capital outflows: $3.12M
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
33% more funds holding
Funds holding: 24 → 32 (+8)
14.29% more ownership
Funds ownership: 67.85% → 82.14% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Founders Financial Securities
Towson,
Maryland
|
+$15.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.97M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.12M |
| 4 |
Old Mission Capital
Chicago,
Illinois
|
+$1.75M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.32M |
| 2 |
Shade Tree Advisors
Saratoga Springs,
New York
|
-$355K |
| 3 |
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
-$184K |
| 4 |
CRA Financial Services
Northfield,
New Jersey
|
-$130K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$114K |
IVVM Hedge Fund Activity: Q1 2026 in Review
32 of the 8,218 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q1 2026, worth a combined $123M — up 24% from $99.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IVVM positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Founders Financial Securities, opening a new position worth an estimated $15.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $2.32M.
- 32 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q1 2026, up from 24 in Q4 2025.
- Funds reported $123M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q1 2026, up 24% quarter-over-quarter.
- 9 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q1 2026 and 1 closed out, a net change of +8 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q1 2026 was Founders Financial Securities, an estimated $15.2M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q1 2026.