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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TCWP
Ohio
$2.82M 110,801 -8,948 -7%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.77M 109,263 -3,865 -3%
VW
53
Vance Wealth
California
$2.71M 106,603 -1,844 -2%
CBT
54
CoreFirst Bank & Trust
Kansas
$2.71M 106,489 +29,110 +38%
WA
55
Wealth Alliance
New York
$2.45M 96,383 +193 +0.2%
Truist Financial
56
Truist Financial
North Carolina
$2.45M 96,082 +96,082 New
CP
57
Clayton Partners
California
$2.26M 88,883 +33,576 +61%
Stifel Financial
58
Stifel Financial
Missouri
$2.16M 84,742 -34,677 -29%
OAP
59
One Advisory Partners
Kansas
$2.13M 83,824 +75 +0.1%
PA
60
Parallel Advisors
California
$2.03M 79,833 -1,263 -2%
MFA
61
Mayflower Financial Advisors
Massachusetts
$1.93M 75,902 +916 +1%
BIA
62
Bell Investment Advisors
California
$1.81M 71,089 -32 -0%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1.72M 17,600 +15,000 +577%
TLFA
64
True Link Financial Advisors
California
$1.71M 67,150 – –
RSWM
65
Robertson Stephens Wealth Management
California
$1.69M 66,399 +1,265 +2%
RWI
66
Red Wave Investments
Pennsylvania
$1.62M 63,805 – –
AF
67
Advisornet Financial
Minnesota
$1.58M 61,975 – –
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1.57M 61,780 -412 -0.7%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$1.45M 56,821 -2,115 -4%
CL
70
CSS LLC
Illinois
$1.35M 53,200 +14,200 +36%
SB
71
Strategic Blueprint
Georgia
$1.35M 52,878 +11,098 +27%
WAL
72
W Advisors LLC
Tennessee
$1.29M 50,662 +43 +0.1%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.29M 50,536 -8,578 -15%
AF
74
Allworth Financial
California
$1.28M 50,460 +147 +0.3%
HWM
75
Hemington Wealth Management
Virginia
$1.24M 48,607 -1,884 -4%
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