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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

44 hedge funds and large institutions have $272M invested in iShares MSCI Intl Value Factor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$61.7M
2
MWM
2
Merriman Wealth Management
Washington
$7.57M
3
ACM
3
Armbruster Capital Management
New York
$5.98M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$12.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$232K
3
3AM
3
3D Asset Management
Connecticut
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13K
5
X
5
Xponance
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$410K 23,282 +23,282 New
SFS
27
Sowell Financial Services
Arkansas
$407K 23,103 +10,182 +79%
PPA
28
Parametric Portfolio Associates
Washington
$368K 20,895 -36,476 -64%
FTUS
29
Flow Traders U.S.
New York
$308K 17,511 +17,511 New
RJA
30
Raymond James & Associates
Florida
$304K 17,281 -1,185 -6%
CPIG
31
Chicago Partners Investment Group
Illinois
$275K 15,300 – –
BCI
32
Brinker Capital Investments
Pennsylvania
$232K 13,199 -728,429 -98%
ASN
33
Advisory Services Network
Georgia
$108K 6,129 +5,338 +675%
Wells Fargo
34
Wells Fargo
California
$102K 5,836 -772 -12%
Morgan Stanley
35
Morgan Stanley
New York
$45K 2,550 +653 +34%
DI
36
Disciplined Investments
Oklahoma
$35K 1,999 +980 +96%
IA
37
IFP Advisors
Florida
$28K 1,523 – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$13K 750 -190,804 -100%
UBS Group
39
UBS Group
Switzerland
$12K 697 -2,194 -76%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$5K 180 – –
AssetMark Inc
41
AssetMark Inc
California
$4K 242 – –
VCM
42
Versant Capital Management
Arizona
$1K 65 -1,612 -96%
VWM
43
Venturi Wealth Management
Texas
– – -646,430 Closed
X
44
Xponance
Pennsylvania
– – -61,780 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
– – -24,174 Closed
DSA
46
Droms Strauss Advisors
Missouri
– – -19,780 Closed
WCG
47
Weaver Consulting Group
California
– – -3,300 Closed
FWP
48
FAS Wealth Partners
Kansas
$0 1 -351 -100%
MAM
49
Meeder Asset Management
Ohio
– – -315 Closed
SCA
50
Stonebridge Capital Advisors
Minnesota
– – -261 Closed
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