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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
26
HUB Investment Partners
Texas
$8.64M 339,455 +25,211 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.48M 333,327 +224,341 +206%
SCM
28
SCS Capital Management
Massachusetts
$8.09M 317,719 -1,822 -0.6%
UBS Group
29
UBS Group
Switzerland
$7.67M 301,281 -11,602 -4%
IWMWV
30
Ironwood Wealth Management (West Virginia)
West Virginia
$7.14M 286,711 -2,163 -0.7%
MWM
31
Merriman Wealth Management
Washington
$6.66M 261,832 -33,898 -11%
KWM
32
Keebeck Wealth Management
Illinois
$6.56M 257,904 +95,234 +59%
LB
33
Leo Brokerage
Texas
$6.56M 257,771 +4,809 +2%
Goldman Sachs
34
Goldman Sachs
New York
$6.14M 241,418 -13,302 -5%
FG
35
Foster Group
Iowa
$5.95M 233,911 +15,376 +7%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$5.73M 225,005 -6,138 -3%
AIA
37
Angeles Investment Advisors
California
$5.26M 206,500 -67,000 -24%
PP
38
Prosperity Planning
Missouri
$5.03M 197,620 +5,362 +3%
IA
39
IFP Advisors
Florida
$4.94M 194,244 +122,100 +169%
RJA
40
Raymond James & Associates
Florida
$4.9M 192,383 -44,556 -19%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$4.27M 167,687 +5,126 +3%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$4.2M 165,118 +18,129 +12%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$3.98M 156,466 -2,692 -2%
CAI
44
Capital Advisors Inc
Oklahoma
$3.73M 146,369 -2,728 -2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$3.61M 141,995 -2,520 -2%
TC
46
Tacita Capital
Ontario, Canada
$3.35M 131,800 +6,700 +5%
CAN
47
Cetera Advisor Networks
California
$3.21M 126,081 +1,142 +0.9%
SFO
48
Stokes Family Office
Louisiana
$3.18M 125,098 +6,254 +5%
LPL Financial
49
LPL Financial
California
$3.11M 122,124 -7,654 -6%
CWS
50
Cypress Wealth Services
California
$2.84M 109,402 +3,215 +3%
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