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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
56
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$231M
2
LP
2
LGL Partners
Pennsylvania
$23.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$237M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303M
5
IDA
5
Intelligence Driven Advisers
California
$11.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$31.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$57.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FG
51
Foster Group
Iowa
$1.23M 48,333 +16,943 +54%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.2M 47,073 -46,122 -49%
JWA
53
JFS Wealth Advisors
Pennsylvania
$1.17M 46,025 +35,575 +340%
PFA
54
Paradigm Financial Advisors
Missouri
$1.11M 43,570 -945 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1M 39,325 +161 +0.4%
KWM
56
Keebeck Wealth Management
Illinois
$902K 35,388 +35,388 New
CWS
57
Cypress Wealth Services
California
$879K 34,560 +34,560 New
BSW
58
Buckingham Strategic Wealth
Missouri
$875K 34,379 +34,379 New
SFO
59
Stokes Family Office
Louisiana
$851K 33,436 +12,501 +60%
CI
60
CX Institutional
Indiana
$835K 32,806 +2,251 +7%
BHWM
61
Beaird Harris Wealth Management
Texas
$824K 32,375 +32,375 New
HighTower Advisors
62
HighTower Advisors
Illinois
$761K 29,800 +7,128 +31%
WA
63
Wealth Alliance
New York
$758K 29,803 +13,029 +78%
GSC
64
G&S Capital
Colorado
$743K 29,223 +29,223 New
FTUS
65
Flow Traders U.S.
New York
$707K 27,802 +27,802 New
IFA
66
Index Fund Advisors
California
$692K 27,191 +27,191 New
RF
67
RHS Financial
California
$690K 27,124 +6,915 +34%
CAN
68
Cetera Advisor Networks
California
$651K 25,592 +10,193 +66%
WAL
69
W Advisors LLC
Tennessee
$638K 25,065 +25,065 New
WP
70
WealthShield Partners
North Carolina
$608K 23,912 +23,912 New
WDL
71
Well Done LLC
Michigan
$577K 22,691 – –
RG
72
Retirement Group
California
$518K 20,369 +665 +3%
SHGA
73
Sand Hill Global Advisors
California
$445K 17,492 +911 +5%
TLFA
74
True Link Financial Advisors
California
$433K 17,012 +17,012 New
CPIG
75
Chicago Partners Investment Group
Illinois
$430K 16,153 +335 +2%
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3
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