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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

158 hedge funds and large institutions have $1.44B invested in iShares MSCI Intl Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+34
Holders Change %
+27.42%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
51
Increased
57
Reduced
34
Closed
12
Calls
$307K
Puts
–
Net Calls
+$307K
Net Calls Change
+$307K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.3M
2
5L
2
55I LLC
Massachusetts
$37.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$252M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$44M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$826K
2
MWM
2
Merriman Wealth Management
Washington
$14.8M
3
PAS
3
Park Avenue Securities
New York
$0
4
CAI
4
Capital Advisors Inc
Oklahoma
$4.07M
5
IDA
5
Intelligence Driven Advisers
California
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$2.06M 80,738 +46,359 +135%
WA
52
Wealth Alliance
New York
$2.01M 79,060 +49,257 +165%
CW
53
CreativeOne Wealth
Kansas
$1.92M 75,399 +75,399 New
HWM
54
Hemington Wealth Management
Virginia
$1.78M 69,814 +5,207 +8%
SS
55
Simplicity Solutions
Minnesota
$1.77M 69,646 +6,422 +10%
RWI
56
Red Wave Investments
Pennsylvania
$1.75M 68,734 – –
WAL
57
W Advisors LLC
Tennessee
$1.71M 67,034 +41,969 +167%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$1.69M 66,433 +66,433 New
FPAS
59
Focus Partners Advisor Solutions
Missouri
$1.64M 64,457 -4,940 -7%
AHC
60
Anderson Hoagland & Co
Missouri
$1.6M 62,809 +62,809 New
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$1.57M 61,543 +46,594 +312%
GSC
62
G&S Capital
Colorado
$1.55M 60,898 +31,675 +108%
AF
63
Allworth Financial
California
$1.33M 52,168 +1,115 +2%
UBS AM
64
UBS AM
Illinois
$1.33M 52,125 -3,930 -7%
Creative Planning
65
Creative Planning
Kansas
$1.28M 50,243 +50,243 New
CWS
66
Cypress Wealth Services
California
$1.24M 48,807 +14,247 +41%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$1.22M 47,820 -10,782 -18%
JWA
68
JFS Wealth Advisors
Pennsylvania
$1.17M 46,025 – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.14M 44,827 -2,246 -5%
JCIA
70
Jackson Creek Investment Advisors
Colorado
$1.01M 39,712 +39,712 New
TLFA
71
True Link Financial Advisors
California
$946K 37,154 +20,142 +118%
SFO
72
Stokes Family Office
Louisiana
$936K 36,772 +3,336 +10%
WDL
73
Well Done LLC
Michigan
$908K 35,664 +12,973 +57%
CAAM
74
Cornerstone Advisors Asset Management
Pennsylvania
$902K 35,433 +35,433 New
UB
75
UMB Bank
Missouri
$899K 35,308 +35,308 New
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3
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