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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$848 32 +32 New
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$451 17 +17 New
AWA
228
Alaska Wealth Advisors
Alaska
$265 10 +10 New
CP
229
Castleview Partners
Texas
– – -273 Closed
3LCM
230
3D/L Capital Management
Connecticut
– – -854,112 Closed
SAM
231
Synergy Asset Management
Washington
– – -83,074 Closed
Jane Street
232
Jane Street
New York
– – -57,931 Closed
PCA
233
Pallas Capital Advisors
Massachusetts
– – -11,468 Closed
TC
234
TownSquare Capital
Utah
– – -11,109 Closed
FTUS
235
Flow Traders U.S.
New York
– – -10,938 Closed
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
– – -8,616 Closed
NIC
237
Northwest Investment Counselors
Oregon
– – -2,506 Closed
RPCA
238
Running Point Capital Advisors
California
– – -2,276 Closed
HR
239
Howe & Rusling
New York
– – -1,829 Closed
BAAM
240
Baker Avenue Asset Management
California
– – -570 Closed
SCA
241
Stonebridge Capital Advisors
Minnesota
– – -251 Closed
SIS
242
Sound Income Strategies
Florida
– – -184 Closed
VNA
243
Valley National Advisers
Pennsylvania
– – -125 Closed
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
– – -98 Closed
HFS
245
HBC Financial Services
Washington
$0 36 – –
GWSA
246
Global Wealth Strategies & Associates
Colorado
– – – –
6 7 8 9
10