IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
KV
51
Kickstand Ventures
New York
$3.07M +$3.07M +121,108 New
SFO
52
Stokes Family Office
Louisiana
$2.91M -$258K -10,168 -8%
OMC
53
Old Mission Capital
Illinois
$2.75M +$2.42M +95,515 +738%
VW
54
Vance Wealth
California
$2.72M +$15K +591 +0.6%
Truist Financial
55
Truist Financial
North Carolina
$2.45M +$10.6K +417 +0.4%
RSWM
56
Robertson Stephens Wealth Management
California
$2.38M +$693K +27,325 +41%
CP
57
Clayton Partners
California
$2.26M +$1.5K +59 +0.1%
PA
58
Parallel Advisors
California
$2.2M +$179K +7,049 +9%
OAP
59
One Advisory Partners
Kansas
$2.13M +$735 +29 +0%
SAM
60
Synergy Asset Management
Washington
$2.11M +$2.11M +83,074 New
MFA
61
Mayflower Financial Advisors
Massachusetts
$1.96M +$33.3K +1,313 +2%
Stifel Financial
62
Stifel Financial
Missouri
$1.92M -$233K -9,182 -11%
HCA
63
Heck Capital Advisors
Wisconsin
$1.75M +$538K +21,220 +44%
TLFA
64
True Link Financial Advisors
California
$1.7M – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.65M +$79.4K +3,131 +5%
RWI
66
Red Wave Investments
Pennsylvania
$1.62M – – –
BIA
67
Bell Investment Advisors
California
$1.62M -$187K -7,372 -10%
KFS
68
Kelly Financial Services
Massachusetts
$1.61M +$1.24M +48,987 +337%
AF
69
Advisornet Financial
Minnesota
$1.57M – – –
SB
70
Strategic Blueprint
Georgia
$1.54M +$197K +7,770 +15%
CL
71
CSS LLC
Illinois
$1.5M +$152K +6,000 +11%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$1.49M +$45K +1,776 +3%
Jane Street
73
Jane Street
New York
$1.47M +$1.47M +57,931 New
ACA
74
Affinity Capital Advisors
California
$1.37M +$142K +5,586 +12%
D
75
Dentgroup
Louisiana
$1.36M +$356K +14,051 +35%
1 2
3
4 5