Who Owns IVVB?
iShares Large Cap Deep Quarterly Laddered ETF — Institutional Ownership & 13F Holdings
$33.67
-0.14 (-0.43%)
Market Cap
$132.5M
Shares Outstanding
3,656,847
Institutional Holders
39
Total Inst. Value
$212.2M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
29
Closed Positions
3
Increased
5
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | 3EDGE Asset Management, LPNew | $86.9M | 2,964,087 |
| 2 | Americana Partners, LLCNew | $39.2M | 1,337,989 |
| 3 | BlackRock, Inc. | $27.9M | 950,000 |
| 4 | TOWNSQUARE CAPITAL LLCNew | $12.8M | 436,436 |
| 5 | Wick Capital Partners, LLC | $10.0M | 339,390 |
| 6 | Cambridge Investment Research Advisors, Inc.New | $7.6M | 260,838 |
| 7 | Planned Solutions, Inc.New | $5.4M | 184,192 |
| 8 | Alliance Wealth Advisors, LLC /UTNew | $4.2M | 144,618 |
| 9 | Vantage Financial Partners, LLC | $3.5M | 117,883 |
| 10 | CERTIOR FINANCIAL GROUP, LLCNew | $2.5M | 85,012 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| 3EDGE Asset Management, LPNew | +3.0M | $86.9M |
| Americana Partners, LLCNew | +1.3M | $39.2M |
| TOWNSQUARE CAPITAL LLCNew | +436K | $12.8M |
| Wick Capital Partners, LLC | +334K | $10.0M |
| Cambridge Investment Research Advisors, Inc.New | +261K | $7.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ameritas Advisory Services, LLC | -19K | $592K |
| Vantage Financial Partners, LLC | -1K | $3.5M |
| PFG Investments, LLC | -286 | $1.3M |
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Frequently Asked Questions
How many institutional investors hold IVVB?
As of Q1 2025, 39 institutional investors report holding IVVB (iShares Large Cap Deep Quarterly Laddered ETF) in their 13F filings.
Which hedge fund owns the most IVVB?
The largest institutional holder of IVVB is 3EDGE Asset Management, LP with $86.9M in shares.
Are institutions buying or selling IVVB?
This quarter, 29 institutions opened new positions in IVVB and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.