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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$24.6M
3
UBS Group
UBS Group
Switzerland
$15.5M
4
TPI
Trust Point Inc
Wisconsin
$15.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$243M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$123M
2
Bank of America
Bank of America
North Carolina
$19.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.2M
4
HCA
Heck Capital Advisors
Wisconsin
$1.04M
5
CAI
Capital Advisors Inc
Oklahoma
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
251
Hazlett, Burt & Watson
West Virginia
$5K +$5K +182 New
DSC
252
Duncker Streett & Co
Missouri
$4.53K – – –
PA
253
Pineridge Advisors
Missouri
$4.28K – – –
GWS
254
Glassman Wealth Services
Virginia
$3.5K +$3.5K +129 New
CAS
255
Coppell Advisory Solutions
Texas
$3.04K – – –
WTFG
256
Wood Tarver Financial Group
Idaho
$3K +$3K +125 New
Russell Investments Group
257
Russell Investments Group
United Kingdom
$2.89K +$2.89K +107 New
SPIA
258
Steward Partners Investment Advisory
New York
$2.66K +$2.66K +98 New
RWM
259
Ruedi Wealth Management
Illinois
$1.79K -$54 -2 -3%
T
260
Transce3nd
Texas
$1.68K +$1.68K +62 New
Jones Financial Companies
261
Jones Financial Companies
Missouri
$1.38K -$136 -5 -9%
KA
262
Kozak & Associates
Colorado
$1.19K +$27 +1 +2%
HR
263
Howe & Rusling
New York
$1.03K +$1.03K +38 New
DF
264
Dunhill Financial
United Kingdom
$678 – – –
SFG
265
Stonebridge Financial Group
Pennsylvania
$488 +$488 +18 New
BHWM
266
Beaird Harris Wealth Management
Texas
$434 – – –
IDA
267
Intelligence Driven Advisers
California
– -$583K -19,742 Closed
FAIM
268
Financial Advocates Investment Management
Washington
– -$810K -17,663 Closed
SCI
269
S&CO Inc
Massachusetts
– -$420K -14,234 Closed
BW
270
Bison Wealth
Georgia
– -$274K -9,280 Closed
PCS
271
Personal CFO Solutions
New Jersey
– -$224K -7,582 Closed
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
– -$68K -2,304 Closed
HGA
273
Hobbs Group Advisors
South Carolina
– -$9.77K -331 Closed
NFA
274
Northwest Financial Advisors
Virginia
– -$9.27K -314 Closed
PWM
275
Provident Wealth Management
Tennessee
– -$3.37K -114 Closed
8 9 10
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