Who Owns IVVM?
iShares Large Cap Moderate Quarterly Laddered ETF — Institutional Ownership & 13F Holdings
$35.97
-0.05 (-0.14%)
Market Cap
$148.6M
Shares Outstanding
4,640,070
Institutional Holders
14
Total Inst. Value
$41.4M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
3
Closed Positions
5
Increased
6
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $32.5M | 1,064,500 |
| 2 | CRA Financial Services, LLC | $5.3M | 172,423 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 40,679 |
| 4 | Strategic Blueprint, LLC | $978K | 31,988 |
| 5 | HighTower Advisors, LLC | $370K | 12,117 |
| 6 | OSAIC HOLDINGS, INC. | $348K | 11,381 |
| 7 | LifeGoal Investments, LLC | $325K | 10,635 |
| 8 | NewEdge Advisors, LLCNew | $324K | 10,593 |
| 9 | CoreCap Advisors, LLC | $15K | 492 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $12K | 387,256 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CRA Financial Services, LLC | +7K | $5.3M |
| Strategic Blueprint, LLC | +2K | $978K |
| OSAIC HOLDINGS, INC. | +6K | $348K |
| NewEdge Advisors, LLCNew | +11K | $324K |
| CoreCap Advisors, LLC | +397 | $15K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -20K | $1.2M |
| LifeGoal Investments, LLC | -6K | $325K |
| Sunbelt Securities, Inc. | -28 | $428 |
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Frequently Asked Questions
How many institutional investors hold IVVM?
As of Q1 2025, 14 institutional investors report holding IVVM (iShares Large Cap Moderate Quarterly Laddered ETF) in their 13F filings.
Which hedge fund owns the most IVVM?
The largest institutional holder of IVVM is BlackRock, Inc. with $32.5M in shares.
Are institutions buying or selling IVVM?
This quarter, 3 institutions opened new positions in IVVM and 5 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.