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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
LWL
26
Leo Wealth LLC
Texas
$8.01M 284,207 +12,450 +5%
FF
27
Farrow Financial
Vermont
$7.49M 265,287 +8,709 +3%
PW
28
Peninsula Wealth
California
$7.31M 258,906 +138,780 +116%
Goldman Sachs
29
Goldman Sachs
New York
$6.82M 241,418 – –
IA
30
IFP Advisors
Florida
$6.49M 229,874 +7,140 +3%
ACA
31
Aptus Capital Advisors
Alabama
$6.31M 223,677 +223,645 +698,891%
PP
32
Prosperity Planning
Missouri
$6.17M 218,503 +11,872 +6%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$6.16M 218,204 +1,757 +0.8%
MWM
34
Merriman Wealth Management
Washington
$5.91M 209,259 -12,447 -6%
OMC
35
Old Mission Capital
Illinois
$5.85M 207,149 +177,508 +599%
LPL Financial
36
LPL Financial
California
$5.66M 200,667 +62,684 +45%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$5.66M 200,660 -13,324 -6%
KWM
38
Keebeck Wealth Management
Illinois
$5.1M 180,540 -30,519 -14%
Citadel Advisors
39
Citadel Advisors
Florida
$5.09M 180,443 +170,293 +1,678%
RJA
40
Raymond James & Associates
Florida
$4.76M 168,490 -3,466 -2%
TPI
41
Trust Point Inc
Wisconsin
$4.71M 166,824 +19,557 +13%
CBT
42
CoreFirst Bank & Trust
Kansas
$4.7M 166,598 +9,758 +6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$4.03M 142,640 +142,640 New
SCM
44
SCS Capital Management
Massachusetts
$3.94M 139,622 -130,986 -48%
CAN
45
Cetera Advisor Networks
California
$3.85M 136,237 -587 -0.4%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$3.79M 134,340 -5,520 -4%
Jane Street
47
Jane Street
New York
$3.64M 129,011 +129,011 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$3.59M 127,164 +126,768 +32,012%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.58M 126,882 -44,786 -26%
CAI
50
Capital Advisors Inc
Oklahoma
$3.53M 125,070 +598 +0.5%
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