Who Owns iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)?Hedge Fund & Institutional Holders

$34.50+0.35 (+1.02%)Financial ServicesBATS

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$6.000000166500036e+69T

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$27.92$29.75$31.58$33.41$35.24Sep 24Jun 25Mar 26

IVVM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMPASS CAPITAL CORP /MA/ /ADVNew Position+47K+$1.7B
Shade Tree Advisors LLCNew Position+10K+$354.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+770K+$26.0M
CoreCap Advisors, LLCNew Position+492+$17.0M
CRA Financial Services, LLCNew Position+161K+$5.6M
Vavra Capital Management, LLCNew Position+99K+$3.4M
BIP Wealth, LLCNew Position+30K+$1.1M
Envestnet Portfolio Solutions, Inc.New Position+47K+$1.0M
Chatterton & Associates Inc.New Position+8K+$279K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+23K+$0
AE Wealth Management LLCNew Position+773+$0
DHJJ Financial Advisors, Ltd.New Position+1+$0
RAYMOND JAMES FINANCIAL INCIncreased+10K+$-174.2M
Cetera Investment AdvisersIncreased+16K+$-333.8M
NewEdge Advisors, LLCIncreased+3K+$-562.3M

IVVM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CAPTRUST FINANCIAL ADVISORSDecreased-81K-$11.9B
OSAIC HOLDINGS, INC.Decreased-15K-$1.5B
PFG AdvisorsClosed Position-22K-$750.8M
Sunbelt Securities, Inc.Closed Position-14-$479K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC183,572$6.0B1.87%Share
2COMPASS CAPITAL CORP /MA/ /ADV47,383$1.7B0.64%Share
3Shade Tree Advisors LLC10,191$354.0M0.27%Share
4ASSETMARK, INC3,587$124.0M0.25%Share
5BlackRock, Inc.1,064,500$37.0M0.63%Share
6ENVESTNET ASSET MANAGEMENT INC770,145$26.0M0.01%Share
7CoreCap Advisors, LLC492$17.0M0.00%Share
8CAPTRUST FINANCIAL ADVISORS268,303$9.0M0.02%Share
9CRA Financial Services, LLC161,434$5.6M0.73%Share
10Vavra Capital Management, LLC98,918$3.4M3.38%Share
11BIP Wealth, LLC30,320$1.1M0.04%Share
12Envestnet Portfolio Solutions, Inc.47,244$1.0M0.00%Share
13LifeGoal Investments, LLC25,364$882K0.59%Share
14Chatterton & Associates Inc.8,042$279K0.24%Share
15IFP Advisors, Inc217$00.00%Share
16DHJJ Financial Advisors, Ltd.1$00.00%Share
17RAYMOND JAMES FINANCIAL INC7,031$00.00%Share
18SUSQUEHANNA INTERNATIONAL GROUP, LLP23,028$00.00%Share
19OSAIC HOLDINGS, INC.4,560$00.00%Share
20Clearstead Advisors, LLC3,039$00.00%Share
21HighTower Advisors, LLC12,117$00.00%Share
22NewEdge Advisors, LLC19,034$00.00%Share
23AE Wealth Management LLC773$00.00%Share
24LPL Financial LLC9,284$00.00%Share
25Cetera Investment Advisers25,410$00.00%Share
26OSAIC HOLDINGS, INC.25,719$00.00%Share

IVVM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$8.2B+10
Q3 202514$23.0B-2
Q2 202516$27.6B+2
Q1 202514$51.3B-2
Q4 202416$15.2T+7
Q3 20249$1.4B+1
Q2 20248$32.0B+4
Q1 20244$256.8T—

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As of Q4 2025, 26 institutional investors hold IVVM (iShares Large Cap Moderate Quarterly Laddered ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $6.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IVVM?

As of Q4 2025, 26 institutional investors report holding IVVM (iShares Large Cap Moderate Quarterly Laddered ETF) in their 13F filings.

Who is the largest institutional holder of IVVM?

The largest institutional holder of IVVM is RAYMOND JAMES FINANCIAL INC with $6.0B in shares.

Is institutional ownership of IVVM increasing or decreasing?

This quarter, 12 institutions opened new positions in IVVM and 2 closed their positions.