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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
27
Increased
65
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$146M
2
5L
2
55I LLC
Massachusetts
$65.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$227M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$232M
5
FWM
5
FFT Wealth Management
Pennsylvania
$36.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$3.32M
3
BlackRock
3
BlackRock
New York
$715K
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$18M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
Tacita Capital
Ontario, Canada
$2.3M 116,515 -215 -0.2%
RSWM
52
Robertson Stephens Wealth Management
California
$2.26M 114,668 +80,534 +236%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.24M 113,356 +25,730 +29%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$2.17M 109,840 +16,612 +18%
CWS
55
Cypress Wealth Services
California
$1.94M 95,900 +40,471 +73%
Ameriprise
56
Ameriprise
Minnesota
$1.93M 97,807 +97,807 New
SFO
57
Stokes Family Office
Louisiana
$1.77M 89,679 +57,787 +181%
OAP
58
One Advisory Partners
Kansas
$1.69M 85,730 +85,730 New
BIA
59
Bell Investment Advisors
California
$1.52M 76,967 -19,215 -20%
TLFA
60
True Link Financial Advisors
California
$1.5M 75,940 -88,183 -54%
MFA
61
Mayflower Financial Advisors
Massachusetts
$1.42M 71,927 +21,298 +42%
CW
62
CreativeOne Wealth
Kansas
$1.41M 71,223 -3,090 -4%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.4M 70,966 -8,873 -11%
WAL
64
W Advisors LLC
Tennessee
$1.37M 69,168 +7,838 +13%
RWI
65
Red Wave Investments
Pennsylvania
$1.29M 65,414 -3,320 -5%
VW
66
Vance Wealth
California
$1.28M 64,983 +13,134 +25%
AF
67
Advisornet Financial
Minnesota
$1.24M 62,783 +59,988 +2,146%
SS
68
Simplicity Solutions
Minnesota
$1.09M 54,935 -3,926 -7%
Creative Planning
69
Creative Planning
Kansas
$1.05M 53,099 -2,572 -5%
UBS AM
70
UBS AM
Illinois
$1.03M 52,125 – –
HWM
71
Hemington Wealth Management
Virginia
$1.02M 51,827 -17,744 -26%
AF
72
Allworth Financial
California
$1.01M 51,199 – –
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$997K 50,472 -809 -2%
PA
74
Parallel Advisors
California
$964K 48,820 +20,755 +74%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$904K 45,748 +3,055 +7%
1 2
3
4 5