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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
SA
3
Sanctuary Advisors
Indiana
$3.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.02M
5
AIA
5
Angeles Investment Advisors
California
$3.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FF
26
Farrow Financial
Vermont
$7.44M 270,978 +5,691 +2%
IA
27
IFP Advisors
Florida
$7.33M 267,000 +37,126 +16%
Goldman Sachs
28
Goldman Sachs
New York
$6.62M 241,418 – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$6.46M 235,301 -84,334 -26%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$6.39M 232,848 +14,644 +7%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$6.1M 222,445 +21,785 +11%
ACA
32
Aptus Capital Advisors
Alabama
$5.83M 212,382 -11,295 -5%
MWM
33
Merriman Wealth Management
Washington
$5.64M 205,377 -3,882 -2%
PP
34
Prosperity Planning
Missouri
$5.37M 195,582 -22,921 -10%
Jane Street
35
Jane Street
New York
$5.11M 186,316 +57,305 +44%
LPL Financial
36
LPL Financial
California
$5.07M 184,648 -16,019 -8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5.02M 183,087 +118,441 +183%
KWM
38
Keebeck Wealth Management
Illinois
$4.88M 177,789 -2,751 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.85M 176,793 +34,153 +24%
UBS Group
40
UBS Group
Switzerland
$4.74M 172,847 -167,145 -49%
RJA
41
Raymond James & Associates
Florida
$4.64M 169,159 +669 +0.4%
CBT
42
CoreFirst Bank & Trust
Kansas
$4.6M 167,813 +1,215 +0.7%
SA
43
Sanctuary Advisors
Indiana
$3.9M 139,231 +139,231 New
AIA
44
Angeles Investment Advisors
California
$3.65M 133,040 +113,040 +565%
HCA
45
Heck Capital Advisors
Wisconsin
$3.59M 130,860 +96,601 +282%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$3.57M 130,180 -4,160 -3%
CAI
47
Capital Advisors Inc
Oklahoma
$3.38M 123,330 -1,740 -1%
SAI
48
Savvy Advisors Inc
New York
$3.25M 118,424 +33,823 +40%
SCM
49
SCS Capital Management
Massachusetts
$3.19M 116,332 -23,290 -17%
TC
50
Tacita Capital
Ontario, Canada
$3.19M 116,213 -4,991 -4%
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