Who Owns iShares Large Cap Deep Quarterly Laddered ETF (IVVB)?Hedge Fund & Institutional Holders
Institutional Holders
30
as of Q4 2025
Total Institutional Value
$1.5000110006027296e+61T
% of Float Held
—
QoQ Change in Holders
+15 / -6
Price History
IVVB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Planned Solutions, Inc. | New Position | +182K | +$6.0M |
| Vantage Financial Partners, LLC | New Position | +89K | +$2.9M |
| ERn Financial, LLC | New Position | +69K | +$2.3M |
| Americana Partners, LLC | New Position | +68K | +$2.2M |
| Valmark Advisers, Inc. | New Position | +42K | +$1.4M |
| PFG Investments, LLC | New Position | +41K | +$1.4M |
| BIP Wealth, LLC | New Position | +32K | +$1.0M |
| Csenge Advisory Group | New Position | +28K | +$933K |
| Formidable Asset Management, LLC | New Position | +25K | +$831K |
| Ameritas Advisory Services, LLC | New Position | +9K | +$302K |
| AE Wealth Management LLC | New Position | +140 | +$4K |
| JANE STREET GROUP, LLC | New Position | +6K | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +2K | +$0 |
| RAYMOND JAMES FINANCIAL INC | New Position | +15K | +$0 |
IVVB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BlackRock, Inc. | Decreased | -15K | -$15.4B |
| Wick Capital Partners, LLC | Decreased | -437K | -$14.3B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -79K | -$13.5B |
| KM Capital Management Ltd. | Closed Position | -15K | -$484.3M |
| OLD MISSION CAPITAL LLC | Closed Position | -14K | -$460.0M |
| Focus Partners Advisor Solutions, LLC | Closed Position | -6K | -$215.7M |
| Diversify Advisory Services, LLC | Closed Position | -6K | -$200.4M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -2K | -$52.4M |
| UBS Group AG | Closed Position | -12 | -$393K |
Top Institutional Holders(Q4 2025)
IVVB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 29 | $46.6M | +11 |
| Q3 2025 | 18 | $47.8B | -18 |
| Q2 2025 | 36 | $632.1B | -3 |
| Q1 2025 | 39 | $215.8B | +26 |
| Q4 2024 | 13 | $3.7T | +3 |
| Q3 2024 | 10 | $30.6T | -1 |
| Q2 2024 | 11 | $2.7T | +5 |
| Q1 2024 | 6 | $991.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 30 institutional investors hold IVVB (iShares Large Cap Deep Quarterly Laddered ETF). The largest holder is BlackRock, Inc. with $15.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own IVVB?
As of Q4 2025, 30 institutional investors report holding IVVB (iShares Large Cap Deep Quarterly Laddered ETF) in their 13F filings.
Who is the largest institutional holder of IVVB?
The largest institutional holder of IVVB is BlackRock, Inc. with $15.0M in shares.
Is institutional ownership of IVVB increasing or decreasing?
This quarter, 15 institutions opened new positions in IVVB and 6 closed their positions.