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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

81 hedge funds and large institutions have $889M invested in iShares MSCI Intl Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
19
Increased
35
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$111M
2
Bank of America
2
Bank of America
North Carolina
$81.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$179M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$12.2M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$71.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
3LCM
3
3D/L Capital Management
Connecticut
$14M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.87M
5
BlackRock
5
BlackRock
New York
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
51
Collective Family Office
Pennsylvania
$404K 15,986 – –
CPIG
52
Chicago Partners Investment Group
Illinois
$403K 15,640 – –
SHGA
53
Sand Hill Global Advisors
California
$369K 14,571 -439 -3%
FT
54
Fiduciary Trust
Massachusetts
$350K 13,808 -10,974 -44%
NIC
55
Northwest Investment Counselors
Oregon
$327K 12,946 – –
CCM
56
Crabel Capital Management
California
$289K 11,417 +11,417 New
UBS Group
57
UBS Group
Switzerland
$256K 10,139 +4,571 +82%
IWAG
58
Integer Wealth Advisors Group
Georgia
$217K 8,499 +8,499 New
PFA
59
Paradigm Financial Advisors
Missouri
$205K 8,125 +8,125 New
SFS
60
Sowell Financial Services
Arkansas
$177K 6,753 -14,738 -69%
SWM
61
Spire Wealth Management
Virginia
$159K 6,300 +6,300 New
Wells Fargo
62
Wells Fargo
California
$153K 6,055 +4,993 +470%
DI
63
Disciplined Investments
Oklahoma
$81K 3,212 -94 -3%
CIAS
64
Capital Investment Advisory Services
North Carolina
$70K 2,750 – –
VCM
65
Versant Capital Management
Arizona
$55K 2,160 -31 -1%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$47K 1,862 -3 -0.2%
MAM
67
Meeder Asset Management
Ohio
$33K 1,313 +13 +1%
PO
68
Private Ocean
California
$29K 1,165 +1,165 New
PA
69
Parallel Advisors
California
$25K 1,005 +1,005 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$20K 800 +800 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$14K 545 – –
HI
72
Harbour Investments
Wisconsin
$11K 430 +430 New
PB
73
Pinnacle Bancorp
Nebraska
$8K 304 +304 New
AWM
74
Accel Wealth Management
Iowa
$7K 293 – –
AIC
75
Ameritas Investment Company
Nebraska
$5.31K 210 +210 New
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