iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
37 hedge funds and large institutions have $127M invested in iShares Large Cap Moderate Quarterly Laddered ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
16% more funds holding
Funds holding: 32 → 37 (+5)
3% more capital invested
Capital invested by funds: $123M → $127M (+$4.19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.2% less ownership
Funds ownership: 82.14% → 75.94% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$1.31M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$423K |
| 3 |
SAI
Savvy Advisors Inc
New York
|
+$337K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$260K |
| 5 |
Bank of New York Mellon
New York
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.87M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.72M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.43M |
| 4 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$1.06M |
| 5 |
LPL Financial
San Diego,
California
|
-$310K |
IVVM Hedge Fund Activity: Q2 2026 in Review
37 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) for Q2 2026, worth a combined $127M — up 3.4% from $123M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVVM positions and 2 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $1.31M. The largest seller was Envestnet Asset Management, cutting an estimated $3.87M.
- 37 institutional investors held iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) as of Q2 2026, up from 32 in Q1 2026.
- Funds reported $127M of iShares Large Cap Moderate Quarterly Laddered ETF stock for Q2 2026, up 3.4% quarter-over-quarter.
- 7 funds opened new iShares Large Cap Moderate Quarterly Laddered ETF positions in Q2 2026 and 2 closed out, a net change of +5 holders.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF buyer in Q2 2026 was PFG Investments, an estimated $1.31M added.
- The largest iShares Large Cap Moderate Quarterly Laddered ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $3.87M sold.
Based on aggregated 13F filings for Q2 2026.