Who Owns iShares Disciplined Volatility Equity Active ETF (BDVL)?Hedge Fund & Institutional Holders

$24.80-0.16 (-0.66%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.600000039e+288T

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$24.55$24.93$25.31$25.69$26.07Sep 25Dec 25Mar 26

BDVL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WELLS FARGO & COMPANY/MNIncreased+1.5M+$36.1B
WBH ADVISORY INCNew Position+792K+$19.6B
Beacon Bridge Wealth Partners, LLCNew Position+217K+$5.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+187K+$4.0B
Magnus Financial Group LLCNew Position+135K+$3.3B
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+134K+$3.3B
WEALTHGARDEN F.S. LLCNew Position+76K+$1.9B
Strategic Blueprint, LLCNew Position+71K+$1.8B
Archer Investment Management, LLCNew Position+59K+$1.5B
Orion Porfolio Solutions, LLCIncreased+59K+$1.3B
Milestone Asset Management Group, LLCNew Position+49K+$1.2B
Two West Capital Advisors LLCNew Position+46K+$1.1B
Modern Wealth Management, LLCNew Position+43K+$1.1B
ENVESTNET ASSET MANAGEMENT INCNew Position+32.5M+$805.0M
B. Riley Wealth Advisors, Inc.New Position+28K+$702.0M

BDVL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-945K-$55.7B
JANE STREET GROUP, LLCDecreased-252K-$7.2B
Integrated Wealth Concepts LLCDecreased-141K-$3.9B
AMERIPRISE FINANCIAL INCDecreased-93K-$2.9B
OSAIC HOLDINGS, INC.Decreased-59K-$2.8B
Private Advisor Group, LLCDecreased-18K-$924.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-36K-$892.6M
Advisory Services Network, LLCDecreased-607-$500.4M
GeoWealth Management, LLCDecreased-3K-$497.0M
UBS Group AGClosed Position-6K-$155.8M
LGT Financial Advisors LLCClosed Position-4K-$106.7M
Legacy Wealth Managment, LLC/IDClosed Position-4K-$102.8M
WCG Wealth Advisors LLCDecreased-4K-$99.7M
Founders Financial Alliance, LLCClosed Position-654-$16.4M
AMERIFLEX GROUP, INC.Decreased-502-$12.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO3,494,902$86.0B0.01%Share
2WELLS FARGO & COMPANY/MN1,592,719$39.0B0.01%Share
3WBH ADVISORY INC791,606$19.6B1.45%Share
4Beacon Bridge Wealth Partners, LLC216,744$5.4B1.79%Share
5WELLS FARGO & COMPANY/MN219,792$5.0B0.00%Share
6Regal Investment Advisors LLC162,642$4.0B0.24%Share
7COMMONWEALTH EQUITY SERVICES, LLC186,842$4.0B0.01%Share
8OSAIC HOLDINGS, INC.196,440$4.0B0.01%Share
9Magnus Financial Group LLC134,769$3.3B0.26%Share
10SILVERLAKE WEALTH MANAGEMENT LLC134,463$3.3B0.74%Share
11Orion Porfolio Solutions, LLC86,536$2.0B0.01%Share
12WEALTHGARDEN F.S. LLC75,639$1.9B1.26%Share
13RDA Financial Network76,821$1.9B0.46%Share
14Strategic Blueprint, LLC70,752$1.8B0.10%Share
15Archer Investment Management, LLC58,959$1.5B0.79%Share
16Milestone Asset Management Group, LLC49,240$1.2B0.69%Share
17Two West Capital Advisors LLC45,769$1.1B0.66%Share
18WCG Wealth Advisors LLC43,203$1.1B0.03%Share
19Modern Wealth Management, LLC42,914$1.1B0.02%Share
20GeoWealth Management, LLC50,505$1.0B0.04%Share
21LongView Wealth Management34,162$858.0M0.21%Share
22ENVESTNET ASSET MANAGEMENT INC32,461,098$805.0M0.24%Share
23B. Riley Wealth Advisors, Inc.28,340$702.0M0.03%Share
24Fortis Advisors, LLC25,840$640.0M0.35%Share
25Richmond Investment Services, LLC22,381$555.0M0.10%Share
26Sunbelt Securities, Inc.22,184$550.0M0.04%Share
27Resurgent Financial Advisors LLC21,856$542.0M0.27%Share
28Advyzon Investment Management, LLC18,890$468.0M0.05%Share
29LPL Financial LLC11,561,985$286.0M0.08%Share
30PRIVATE TRUST CO NA9,266$229.0M0.02%Share
31Valmark Advisers, Inc.8,928$221.0M0.00%Share
32MML INVESTORS SERVICES, LLC7,273,424$180.0M0.44%Share
33Park Place Capital Corp4,572$113.0M0.02%Share
34Cetera Investment Advisers2,678,177$66.0M0.07%Share
35ASSETMARK, INC2,382$59.0M0.00%Share
36PARK AVENUE SECURITIES LLC2,122,293$52.6M0.45%Share
37Cornerstone Planning Group LLC1,854$46.0M0.01%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,286,495$45.6M0.03%Share
39Envestnet Portfolio Solutions, Inc.752,557$18.0M0.06%Share
40AMERIFLEX GROUP, INC.530$13.0M0.01%Share
41Sequoia Financial Advisors, LLC520,187$12.9M0.07%Share
42NorthRock Partners, LLC426,717$10.0M0.17%Share
43World Investment Advisors329,581$8.2M0.16%Share
44Waverly Advisors, LLC323,822$8.0M0.06%Share
45Invst, LLC321,064$8.0M0.87%Share
46Sanctuary Advisors, LLC307,420$7.6M0.04%Share
47Invst, LLC296,683$7.4M0.84%Share
48Cambridge Investment Research Advisors, Inc.144,314$3.0M0.01%Share
49Transamerica Financial Advisors, LLC52,865$1.3M0.11%Share
50Claro Advisors Inc.43,194$1.1M0.15%Share

BDVL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$194.8B+38
Q3 202542$672.1B—

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As of Q4 2025, 50 institutional investors hold BDVL (iShares Disciplined Volatility Equity Active ETF). The largest holder is JPMORGAN CHASE & CO with $86.0B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BDVL?

As of Q4 2025, 50 institutional investors report holding BDVL (iShares Disciplined Volatility Equity Active ETF) in their 13F filings.

Who is the largest institutional holder of BDVL?

The largest institutional holder of BDVL is JPMORGAN CHASE & CO with $86.0B in shares.

Is institutional ownership of BDVL increasing or decreasing?

This quarter, 13 institutions opened new positions in BDVL and 5 closed their positions.