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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$77.5M
2
Jane Street
2
Jane Street
New York
$18M
3
ACA
3
Ackerman Capital Advisors
Texas
$11.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$317M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
ST
2
Sentinel Trust
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M
4
RVPG
4
Relative Value Partners Group
$0
5
IDA
5
Intelligence Driven Advisers
California
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$8.76M 378,256 +342,036 +944%
OWA
27
One Wealth Advisors
California
$8.03M 346,585 +1,250 +0.4%
SCM
28
SCS Capital Management
Massachusetts
$7.55M 325,852 -20,426 -6%
IWMWV
29
Ironwood Wealth Management (West Virginia)
West Virginia
$7.17M 290,965 +1,307 +0.5%
ACA
30
Atlas Capital Advisors
Wyoming
$7.03M 303,411 -55,692 -16%
HIP
31
HUB Investment Partners
Texas
$6.98M 301,396 +14,505 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$6.85M 295,196 +295,196 New
FT
33
Fiduciary Trust
Massachusetts
$6.74M 290,917 +290,917 New
OMC
34
Old Mission Capital
Illinois
$6.55M 282,734 +282,734 New
AIA
35
Angeles Investment Advisors
California
$6.35M 274,000 -27,000 -9%
UBS Group
36
UBS Group
Switzerland
$6.24M 269,447 +95,124 +55%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$5.38M 232,048 +43,873 +23%
RJA
38
Raymond James & Associates
Florida
$5.23M 225,594 -60,580 -21%
FG
39
Foster Group
Iowa
$5.06M 218,477 +13,587 +7%
Goldman Sachs
40
Goldman Sachs
New York
$4.46M 192,690 -74,340 -28%
PP
41
Prosperity Planning
Missouri
$4.41M 188,562 – –
SWP
42
ShoreHaven Wealth Partners
New Jersey
$4.31M 186,226 -5,738 -3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$3.86M 166,656 -242,628 -59%
T
44
TCWP
Ohio
$3.7M 159,396 +17,991 +13%
KWM
45
Keebeck Wealth Management
Illinois
$3.49M 150,558 +15,883 +12%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.42M 147,409 +34,053 +30%
CAI
47
Capital Advisors Inc
Oklahoma
$3.33M 143,896 -2,213 -2%
LPL Financial
48
LPL Financial
California
$3.23M 139,356 +3,491 +3%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.21M 138,603 +28,763 +26%
SHGA
50
Sand Hill Global Advisors
California
$2.93M 126,575 +109,653 +648%
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