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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

49 hedge funds and large institutions have $477M invested in iShares MSCI Intl Value Factor ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
16
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$120M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$10.1M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$663K
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$31.9M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$7.75M
2
FTUS
2
Flow Traders U.S.
New York
$1.27M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
Jane Street
4
Jane Street
New York
$0
5
SCM
5
SCS Capital Management
Massachusetts
$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$429K +$429K +21,898 New
SFS
27
Sowell Financial Services
Arkansas
$400K -$107K -5,438 -21%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$375K +$375K +19,162 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$341K +$341K +17,440 New
CPIG
30
Chicago Partners Investment Group
Illinois
$303K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$293K -$48.5K -2,474 -14%
SHGA
32
Sand Hill Global Advisors
California
$278K +$278K +14,205 New
Osaic Holdings
33
Osaic Holdings
Arizona
$267K -$141K -7,182 -34%
RG
34
Retirement Group
California
$231K +$46.3K +2,363 +25%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$164K -$309K -15,844 -65%
ASN
36
Advisory Services Network
Georgia
$136K +$136K +6,963 New
Morgan Stanley
37
Morgan Stanley
New York
$74K +$60.5K +3,089 +449%
DI
38
Disciplined Investments
Oklahoma
$66K +$3.92K +199 +6%
CIAS
39
Capital Investment Advisory Services
North Carolina
$54K +$29.5K +1,500 +120%
VCM
40
Versant Capital Management
Arizona
$42K – – –
UBS Group
41
UBS Group
Switzerland
$40K +$40K +2,053 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$3.55K +185 +26%
Wells Fargo
43
Wells Fargo
California
$12K -$107K -5,248 -90%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$4K +$4K +200 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$2K +$2K +98 New
NFG
47
Next Financial Group
Texas
$1K +$1K +34 New
FCH
48
Freestone Capital Holdings
Washington
$642 +$642 +33 New
Jane Street
49
Jane Street
New York
– -$2.12M -108,452 Closed
OPS
50
Orion Portfolio Solutions
Nebraska
– -$24K -1,224 Closed
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