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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

96 hedge funds and large institutions have $1.35B invested in iShares MSCI Intl Value Factor ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
21
Increased
43
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$287M
2
AIA
2
Angeles Investment Advisors
California
$204M
3
ST
3
Sentinel Trust
Texas
$12.9M
4
FTUS
4
Flow Traders U.S.
New York
$10M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.55M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$50.6M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$31M
3
Jane Street
3
Jane Street
New York
$5.31M
4
OMC
4
Old Mission Capital
Illinois
$3.06M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
51
Clark Capital Management Group
Pennsylvania
$747K -$453K -17,527 -38%
RSWM
52
Robertson Stephens Wealth Management
California
$600K +$600K +23,246 New
WDL
53
Well Done LLC
Michigan
$586K – – –
HighTower Advisors
54
HighTower Advisors
Illinois
$585K +$142K +5,489 +32%
BCP
55
Blackhawk Capital Partners
Wisconsin
$541K +$541K +21,398 New
BPA
56
Beacon Pointe Advisors
California
$522K +$7.49K +290 +1%
DWT
57
Dorsey & Whitney Trust
South Dakota
$491K -$25.8K -1,000 -5%
SFO
58
Stokes Family Office
Louisiana
$460K – – –
RG
59
Retirement Group
California
$454K +$1.16K +45 +0.3%
FG
60
Foster Group
Iowa
$449K +$449K +17,396 New
RF
61
RHS Financial
California
$417K +$417K +16,135 New
UBS Group
62
UBS Group
Switzerland
$415K +$153K +5,907 +58%
CFO
63
Collective Family Office
Pennsylvania
$413K – – –
CPIG
64
Chicago Partners Investment Group
Illinois
$407K +$4.58K +178 +1%
SHGA
65
Sand Hill Global Advisors
California
$398K +$22K +853 +6%
CAN
66
Cetera Advisor Networks
California
$374K -$384K -14,852 -51%
NIC
67
Northwest Investment Counselors
Oregon
$334K – – –
OWA
68
One Wealth Advisors
California
$307K +$307K +11,874 New
BW
69
Bison Wealth
Georgia
$295K +$295K +11,428 New
FT
70
Fiduciary Trust
Massachusetts
$245K -$112K -4,335 -31%
DCM
71
Donaldson Capital Management
Indiana
$228K +$228K +8,825 New
WA
72
Wealth Alliance
New York
$209K +$209K +8,104 New
ASN
73
Advisory Services Network
Georgia
$195K +$195K +7,557 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$136K +5,255 +282%
SWM
75
Spire Wealth Management
Virginia
$163K – – –
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3
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