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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

102 hedge funds and large institutions have $1.15B invested in iShares MSCI Intl Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
38
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
FFT Wealth Management
Pennsylvania
$30M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$217M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$205M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$31.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$293M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$18.7M
2
SCM
2
SCS Capital Management
Massachusetts
$13M
3
Bank of America
3
Bank of America
North Carolina
$61.6M
4
BlackRock
4
BlackRock
New York
$652K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWMWV
26
Ironwood Wealth Management (West Virginia)
West Virginia
$5.66M 220,230 -4,403 -2%
ACA
27
Atlas Capital Advisors
Wyoming
$4.86M 188,884 +87,006 +85%
LPL Financial
28
LPL Financial
California
$4.58M 178,305 -4,561 -2%
PP
29
Prosperity Planning
Missouri
$3.62M 140,859 +3,465 +3%
TC
30
Tacita Capital
Ontario, Canada
$3.13M 121,870 +6,860 +6%
LB
31
Leo Brokerage
Texas
$2.96M 115,095 +2,635 +2%
VWM
32
Venturi Wealth Management
Texas
$2.54M 98,935 -49,112 -33%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.4M 93,195 +3,636 +4%
EH
34
Equitable Holdings
New York
$2.17M 84,331 +10,650 +14%
WP
35
WealthSource Partners
California
$2.12M 82,380 -253 -0.3%
Citadel Advisors
36
Citadel Advisors
Florida
$2.1M 81,785 -199,408 -71%
HWM
37
Hemington Wealth Management
Virginia
$1.83M 71,120 +5,123 +8%
RWI
38
Red Wave Investments
Pennsylvania
$1.8M 69,853 -200 -0.3%
RJA
39
Raymond James & Associates
Florida
$1.72M 66,789 +2,660 +4%
SS
40
Simplicity Solutions
Minnesota
$1.66M 64,479 +64,479 New
Bank Julius Baer & Co
41
Bank Julius Baer & Co
Switzerland
$1.48M 57,390 +1,813 +3%
UBS AM
42
UBS AM
Illinois
$1.44M 56,055 +56,055 New
BIA
43
Bell Investment Advisors
California
$1.38M 53,822 +53,822 New
AF
44
Allworth Financial
California
$1.31M 50,949 – –
Osaic Holdings
45
Osaic Holdings
Arizona
$1.31M 50,862 +11,848 +30%
PFA
46
Paradigm Financial Advisors
Missouri
$1.14M 44,515 +305 +0.7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.01M 39,164 +3,636 +10%
OWA
48
One Wealth Advisors
California
$862K 33,520 +21,646 +182%
FG
49
Foster Group
Iowa
$807K 31,390 +13,994 +80%
CI
50
CX Institutional
Indiana
$786K 30,555 -549 -2%
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