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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.02M
4
AIA
4
Angeles Investment Advisors
California
$3.65M
5
HCA
5
Heck Capital Advisors
Wisconsin
$3.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
226
Kozak & Associates
Colorado
$1.21K 43 +1 +2%
WCM
227
Winthrop Capital Management
Indiana
$1K 43 – –
IAIM
228
International Assets Investment Management
Florida
$549 20 +20 New
BHWM
229
Beaird Harris Wealth Management
Texas
$440 16 – –
GJWM
230
Gilliland Jeter Wealth Management
Arkansas
$247 9 +9 New
AWA
231
Alaska Wealth Advisors
Alaska
$27 1 -9 -90%
OMC
232
Old Mission Capital
Illinois
– – -207,149 Closed
Renaissance Technologies
233
Renaissance Technologies
New York
– – -44,400 Closed
GSC
234
G&S Capital
Colorado
– – -38,729 Closed
MAV
235
Mason & Associates (Virginia)
Virginia
– – -35,650 Closed
NL
236
NWAM LLC
Washington
– – -17,248 Closed
MFG
237
Merit Financial Group
Georgia
– – -11,443 Closed
SHGA
238
Sand Hill Global Advisors
California
– – -11,126 Closed
WIA
239
World Investment Advisors
California
– – -10,761 Closed
GIA
240
Goodwin Investment Advisory
Georgia
– – -9,409 Closed
TF
241
Theory Financial
Colorado
– – -8,597 Closed
PCS
242
Personal CFO Solutions
New Jersey
– – -8,170 Closed
MOS
243
MGO One Seven
Ohio
– – -7,934 Closed
T
244
TCWP
Ohio
– – -7,264 Closed
LFA
245
LGT Financial Advisors
Texas
– – -3,932 Closed
NIC
246
Northwest Investment Counselors
Oregon
– – -2,242 Closed
CP
247
Castleview Partners
Texas
– – -244 Closed
First Manhattan
248
First Manhattan
New York
– – -222 Closed
SIM
249
Studio Investment Management
Illinois
– – -172 Closed
AssetMark Inc
250
AssetMark Inc
California
– – -73 Closed
7 8 9
10
11