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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
FF
26
Farrow Financial
Vermont
$8.07M 273,250 +2,272 +0.8%
BlackRock
27
BlackRock
New York
$7.75M 262,377 -183,102 -41%
IA
28
IFP Advisors
Florida
$7.62M 258,166 -8,834 -3%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$7.48M 253,467 +20,619 +9%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$7.23M 244,843 +22,398 +10%
Goldman Sachs
31
Goldman Sachs
New York
$7.13M 241,449 +31 +0%
LPL Financial
32
LPL Financial
California
$6.63M 224,532 +39,884 +22%
MWM
33
Merriman Wealth Management
Washington
$6.06M 205,119 -258 -0.1%
ACA
34
Aptus Capital Advisors
Alabama
$6.04M 204,474 -7,908 -4%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$5.48M 185,592 -49,709 -21%
KAS
36
Kestra Advisory Services
Texas
$5.48M 185,460 +141,906 +326%
CBT
37
CoreFirst Bank & Trust
Kansas
$5.34M 180,753 +12,940 +8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$5.28M 178,653 +1,860 +1%
PP
39
Prosperity Planning
Missouri
$5.21M 176,331 -19,251 -10%
KWM
40
Keebeck Wealth Management
Illinois
$5.08M 171,911 -5,878 -3%
KW
41
KWB Wealth
California
$4.9M 178,460 +178,460 New
RJA
42
Raymond James & Associates
Florida
$4.83M 163,398 -5,761 -3%
HCA
43
Heck Capital Advisors
Wisconsin
$4.03M 136,604 +5,744 +4%
SA
44
Sanctuary Advisors
Indiana
$3.8M 137,345 -1,886 -1%
PA
45
Parallel Advisors
California
$3.76M 127,199 +14,829 +13%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$3.7M 125,447 -4,733 -4%
WC
47
Weil Company
California
$3.69M 124,872 +15,317 +14%
AIA
48
Angeles Investment Advisors
California
$3.42M 115,735 -17,305 -13%
SCM
49
SCS Capital Management
Massachusetts
$3.4M 115,259 -1,073 -0.9%
PAS
50
Park Avenue Securities
New York
$3.33M 112,706 +19,480 +21%
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