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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$8.69M 342,533 -4,483 -1%
SCM
27
SCS Capital Management
Massachusetts
$8.01M 315,881 -1,838 -0.6%
UBS Group
28
UBS Group
Switzerland
$7.93M 312,501 +11,220 +4%
IWMWV
29
Ironwood Wealth Management (West Virginia)
West Virginia
$7.06M 286,150 -561 -0.2%
KWM
30
Keebeck Wealth Management
Illinois
$6.87M 270,711 +12,807 +5%
Goldman Sachs
31
Goldman Sachs
New York
$6.15M 242,320 +902 +0.4%
FG
32
Foster Group
Iowa
$6.07M 239,158 +5,247 +2%
IA
33
IFP Advisors
Florida
$5.72M 225,519 +31,275 +16%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$5.35M 210,793 -14,212 -6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.29M 208,610 -124,717 -37%
PP
36
Prosperity Planning
Missouri
$5.1M 201,140 +3,520 +2%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$4.24M 167,202 +2,084 +1%
RJA
38
Raymond James & Associates
Florida
$4.2M 165,594 -26,789 -14%
SWP
39
ShoreHaven Wealth Partners
New Jersey
$3.95M 155,708 -758 -0.5%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.91M 153,995 +44,732 +41%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$3.83M 151,009 -16,678 -10%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$3.62M 142,800 +805 +0.6%
CAI
43
Capital Advisors Inc
Oklahoma
$3.45M 135,858 -10,511 -7%
LPL Financial
44
LPL Financial
California
$3.44M 135,565 +13,441 +11%
CAN
45
Cetera Advisor Networks
California
$3.37M 132,718 +6,637 +5%
TC
46
Tacita Capital
Ontario, Canada
$3.36M 132,660 +860 +0.7%
WA
47
Wealth Alliance
New York
$3.35M 132,231 +35,848 +37%
CBT
48
CoreFirst Bank & Trust
Kansas
$3.25M 128,191 +21,702 +20%
CWS
49
Cypress Wealth Services
California
$3.21M 126,742 +17,340 +16%
AIA
50
Angeles Investment Advisors
California
$3.08M 121,500 -85,000 -41%
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