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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.58M 285,966 -26,535 -8%
LWL
27
Leo Wealth LLC
Texas
$7.28M 271,757 +271,757 New
SCM
28
SCS Capital Management
Massachusetts
$7.17M 270,608 -45,273 -14%
FF
29
Farrow Financial
Vermont
$6.8M 256,578 +256,578 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$6.43M 242,559 +99,759 +70%
Goldman Sachs
31
Goldman Sachs
New York
$6.4M 241,418 -902 -0.4%
FG
32
Foster Group
Iowa
$6.07M 239,158 – –
IA
33
IFP Advisors
Florida
$5.9M 222,734 -2,785 -1%
MWM
34
Merriman Wealth Management
Washington
$5.88M 221,706 -132,601 -37%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$5.74M 216,447 +5,654 +3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$5.67M 213,984 +178,067 +496%
KWM
37
Keebeck Wealth Management
Illinois
$5.6M 211,059 -59,652 -22%
PP
38
Prosperity Planning
Missouri
$5.48M 206,631 +5,491 +3%
LP
39
LGL Partners
Pennsylvania
$4.61M 174,004 -1,586,580 -90%
RJA
40
Raymond James & Associates
Florida
$4.56M 171,956 +6,362 +4%
USCWA
41
U.S. Capital Wealth Advisors
Texas
$4.55M 171,668 +4,466 +3%
CBT
42
CoreFirst Bank & Trust
Kansas
$4.16M 156,840 +28,649 +22%
TPI
43
Trust Point Inc
Wisconsin
$3.9M 147,267 +147,267 New
SWP
44
ShoreHaven Wealth Partners
New Jersey
$3.71M 139,860 -15,848 -10%
LPL Financial
45
LPL Financial
California
$3.66M 137,983 +2,418 +2%
CAN
46
Cetera Advisor Networks
California
$3.63M 136,824 +4,106 +3%
CAI
47
Capital Advisors Inc
Oklahoma
$3.3M 124,472 -11,386 -8%
PW
48
Peninsula Wealth
California
$3.18M 120,126 +103,696 +631%
TC
49
Tacita Capital
Ontario, Canada
$3.03M 114,320 -18,340 -14%
AIA
50
Angeles Investment Advisors
California
$2.98M 112,500 -9,000 -7%
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