BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -5.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 70.10M | $1.82B | +5 | −2 |
| Q1 2026 | 22 | +5 | 62.73M | $1.54B | +6 | −1 |
| Q4 2025 | 17 | 0 | 62.00M | $1.54B | — | — |
| Q3 2025 | 3 | +2 | 6.97M | $174.36M | +2 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 32.46M | — | $805.20M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 11.56M | — | $286.80M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 7.27M | — | $180.42M | 0.4% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 3.50M | -49.6% | $86.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 3.50M | -49.6% | $86.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 2.68M | — | $66.43M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 2.21M | — | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.81M | — | $44.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.81M | — | $44.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 214.77K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 214.77K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 186.84K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 35.76K | — | $887,133 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 27.97K | -1.8% | $693,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 24.07K | — | $597,135 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 5.78K | -13.2% | $143,275 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 5.22K | — | $129,485 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 2.38K | — | $59,086 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 2.00K | — | $50,675 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 659 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 90 tenedores, 67.43M acciones, $1.61B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.