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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$176M
2
Jane Street
2
Jane Street
New York
$41.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$13.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.7M
5
MOS
5
MGO One Seven
Ohio
$3.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$262M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.03M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$270M
5
FT
5
Fiduciary Trust
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$2.96M 119,419 +37,191 +45%
SFO
52
Stokes Family Office
Louisiana
$2.95M 118,844 -172 -0.1%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.81M 113,128 -34,281 -23%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.7M 108,986 -8,583 -7%
VW
55
Vance Wealth
California
$2.69M 108,447 -3,655 -3%
CWS
56
Cypress Wealth Services
California
$2.63M 106,187 -1,892 -2%
WA
57
Wealth Alliance
New York
$2.38M 96,190 -17,781 -16%
OMC
58
Old Mission Capital
Illinois
$2.12M 85,603 -197,131 -70%
OAP
59
One Advisory Partners
Kansas
$2.08M 83,749 +1,012 +1%
PA
60
Parallel Advisors
California
$2.01M 81,096 +4,341 +6%
HCA
61
Heck Capital Advisors
Wisconsin
$1.98M 79,679 +12,636 +19%
CBT
62
CoreFirst Bank & Trust
Kansas
$1.92M 77,379 +48,869 +171%
IA
63
IFP Advisors
Florida
$1.89M 72,144 +72,144 New
MFA
64
Mayflower Financial Advisors
Massachusetts
$1.86M 74,986 -3,481 -4%
BIA
65
Bell Investment Advisors
California
$1.76M 71,121 +1,411 +2%
TLFA
66
True Link Financial Advisors
California
$1.66M 67,150 -2,719 -4%
RSWM
67
Robertson Stephens Wealth Management
California
$1.61M 65,134 -48,015 -42%
RWI
68
Red Wave Investments
Pennsylvania
$1.58M 63,805 – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.54M 62,192 -7,471 -11%
AF
70
Advisornet Financial
Minnesota
$1.54M 61,975 – –
HPM
71
Hoxton Planning & Management
West Virginia
$1.49M 60,104 -24,947 -29%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.47M 59,114 +47,670 +417%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$1.46M 58,936 – –
CP
74
Clayton Partners
California
$1.37M 55,307 +55,307 New
WAL
75
W Advisors LLC
Tennessee
$1.25M 50,619 -4,381 -8%
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