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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
APC
226
Aspire Private Capital
North Carolina
$960 34 +34 New
BHWM
227
Beaird Harris Wealth Management
Texas
$452 16 -1,193 -99%
AWA
228
Alaska Wealth Advisors
Alaska
$282 10 – –
SAM
229
Smartleaf Asset Management
Massachusetts
$254 9 -62 -87%
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
– – -22,057 Closed
SC
231
Savant Capital
Illinois
– – -14,062 Closed
TLFA
232
True Link Financial Advisors
California
– – -12,848 Closed
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
– – -12,548 Closed
HF
234
HRT Financial
New York
– – -8,550 Closed
CTA
235
Colonial Trust Advisors
South Carolina
– – -5,869 Closed
NRC
236
New Republic Capital
North Carolina
– – -3,784 Closed
AC
237
AlphaCore Capital
California
– – -1,817 Closed
CPG
238
Cornerstone Planning Group
New Jersey
– – -647 Closed
CIAS
239
Capital Investment Advisory Services
North Carolina
– – -375 Closed
Franklin Resources
240
Franklin Resources
California
– – -329 Closed
TWM
241
Tradition Wealth Management
Minnesota
– – -135 Closed
SA
242
Scarborough Advisors
Maryland
– – -130 Closed
TFA
243
Toth Financial Advisory
Virginia
– – -98 Closed
RBA
244
Richard Bernstein Advisors
New York
– – -98 Closed
CFD
245
Creative Financial Designs
Indiana
– – -88 Closed
HCP
246
Hexagon Capital Partners
Arkansas
– – -86 Closed
TC
247
Truvestments Capital
Florida
– – -58 Closed
MSWM
248
McGlone Suttner Wealth Management
Wisconsin
– – -45 Closed
GWSA
249
Global Wealth Strategies & Associates
Colorado
– – – –
HFS
250
HBC Financial Services
Washington
$0 36 – –
6 7 8 9
10