iShares Large Cap Moderate Buffer ETF (IVVM)
BATS BATS Primary Summary
IVVM Chart
iShares Large Cap Moderate Buffer ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 61,880 | $2.16M | $2.3M | $144,570.13 | 6.69% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,342 | $216,333 | $235,827.27 | $19,494.27 | 9.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 466 | $14,251.83 | $17,363.16 | $3,111.33 | 21.83% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 58,993 | $1.97M | $2.2M | $225,380.74 | 11.44% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 24,372 | $839,619.46 | $902,495.16 | $62,875.7 | 7.49% |
iShares Large Cap Moderate Buffer ETF (IVVM) FAQ
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iShares Large Cap Moderate Buffer ETF Profile
| BATS Exchange | US Country |
Overview
The fund described is an investment vehicle focusing on large capitalization equity securities. Operating under normal market conditions, it aims to allocate at least 80% of its net assets towards stocks of large-cap companies, or instruments that share similar economic features. The distinct strategy of the fund revolves around targeting specific outcomes through providing exposure to the price return of an underlying ETF, capped at a pre-defined upper limit, while concurrently striving to safeguard against the initial 5% of losses from the said ETF, and aiming for lower volatility over set calendar quarterly periods, known as Hedge Periods. This fund characterizes itself as non-diversified, implying a concentrated investment approach in comparison to diversified funds which spread their investments across a wider range of assets.
Products and Services
- Equity Investments in Large-Cap Companies
- Targeted Outcome Strategy
- Downside Protection
- Lower Volatility Objective
This cornerstone product focuses on investing a significant portion of the fund's assets into equity securities of large capitalization companies. Such investments are selected based on a strategy designed to resonate with the fund's overall goal of achieving a balance between risk and return, taking into account the economic characteristics common to large-cap equities.
A strategic approach that seeks to attain specific investment outcomes by exposing investors to the share price returns of a selected underlying ETF, but only up to a predetermined cap. This strategy aims to strike a balance between capturing the upside potential of the ETF while mitigating risk, by providing a safeguard against a portion of any underlying losses.
Part of the fund's targeted outcome strategy includes mechanisms designed to protect against approximately the first 5% of losses from the underlying ETF. This feature aims to offer investors a buffer against potential downside, reducing the impact of unfavorable market movements on their investment.
The fund aims to achieve lower volatility in its returns over each calendar quarter, or Hedge Period. By implementing strategies that seek to moderate volatility, the fund aspires to provide a more stable investment experience, especially beneficial during periods of market uncertainty.
