iShares Large Cap Moderate Buffer ETF
IVVM • BATS
iShares Large Cap Moderate Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $88.1M. BlackRock, Inc. is the largest holder with a position valued at $36.4M.
Overview
Overview of institutional ownership in IVVM as of Q3 2025
All Institutions
- Institutions
- 22
- Value Held
- $88.1M
- Shares Held
- 2.6M
- Avg Position
- $4.0M
- Median Position
- $488.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IVVM as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $36.4M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $20.7M 0.01% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $11.9M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.2M 0.00% of portfolio |
 CRA Financial Services, LLC RIA/Wealth | $5.5M 0.76% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.5M 0.00% of portfolio |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $1.4M 0.01% of portfolio |
 Strategic Blueprint, LLC RIA/Wealth | $1.1M 0.05% of portfolio |
 PFG Advisors RIA/Wealth | $750.8K 0.03% of portfolio |
 LifeGoal Wealth Advisors Fund of Funds | $713.0K 0.64% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IVVM in Q3 2025
- Traded
- +$15.0M
- Buyers
- 17
- Sellers
- 4
- Total Bought
- +$15.5M
- Total Sold
- −$552.0K
- Avg Position
- $3.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$6.2M +180.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.9M +141.9K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$760.8K +22.2K shares |
PFG Advisors RIA/Wealth | +$750.8K +22.0K shares |
A Advisor Group Holdings, Inc. Institution | +$493.9K +14.5K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | +$488.8K +14.3K shares |
LifeGoal Wealth Advisors Fund of Funds | +$451.1K +13.2K shares |
 HighTower Advisors, LLC RIA/Wealth | +$414.4K +12.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$333.8K +9.8K shares |
L LPL Financial LLC Institution | +$317.5K +9.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 GOLDMAN SACHS GROUP INC Institution | −$278.2K −8.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$225.1K −7.0K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$47.8K −1.4K shares |
 Sunbelt Securities, Inc. RIA/Wealth | −$958.0 −28.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IVVM in Q3 2025
- New Positions
- 6
- New Value
- $7.8M
- Exited Positions
- 2
- Exited Value
- $503.3K
New Positions
| Institution | Position Value |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.2M 180.5K shares |
PFG Advisors RIA/Wealth | $750.8K 22.0K shares |
Cetera Investment Advisers RIA/Wealth | $333.8K 9.8K shares |
L LPL Financial LLC Institution | $317.5K 9.3K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $122.7K 3.6K shares |
 Hartland & Co., LLC RIA/Wealth | $103.9K 3.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $278.2K 8.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $225.1K 7.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in IVVM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IVVM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CRA Financial Services, LLC RIA/Wealth | 0.76% $5.5M |
LifeGoal Wealth Advisors Fund of Funds | 0.64% $713.0K |
Strategic Blueprint, LLC RIA/Wealth | 0.05% $1.1M |
PFG Advisors RIA/Wealth | 0.03% $750.8K |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | 0.02% $11.9M |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.01% $20.7M |
Envestnet Portfolio Solutions, Inc. Long Only Manager | 0.01% $1.4M |
 Goss Wealth Management LLC RIA/Wealth | 0.00% $562.3K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.5M |
Ameritas Advisory Services, LLC RIA/Wealth | 0.00% $30.7K |