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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
51
Cypress Wealth Services
California
$2.72M 102,485 -24,257 -19%
CIA
52
Concurrent Investment Advisors
Florida
$2.66M 100,420 +100,420 New
Truist Financial
53
Truist Financial
North Carolina
$2.65M 99,789 +3,290 +3%
PA
54
Parallel Advisors
California
$2.63M 99,360 +12,478 +14%
VW
55
Vance Wealth
California
$2.37M 89,314 -17,880 -17%
CP
56
Clayton Partners
California
$2.36M 88,942 – –
KV
57
Kickstand Ventures
New York
$2.35M 88,562 -32,546 -27%
SFFS
58
Stonehage Fleming Financial Services
Jersey
$2.28M 86,144 +61,213 +246%
OAP
59
One Advisory Partners
Kansas
$2.17M 81,803 -2,050 -2%
WA
60
Wealth Alliance
New York
$2.13M 80,317 -51,914 -39%
CIS
61
Custom Index Systems
New York
$2.07M 78,024 +78,024 New
Renaissance Technologies
62
Renaissance Technologies
New York
$1.99M 75,000 +75,000 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.98M 74,528 +9,617 +15%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.86M 70,142 -138,468 -66%
SB
65
Strategic Blueprint
Georgia
$1.85M 69,610 +8,962 +15%
Stifel Financial
66
Stifel Financial
Missouri
$1.73M 65,406 -10,154 -13%
BIA
67
Bell Investment Advisors
California
$1.71M 64,438 +721 +1%
RWI
68
Red Wave Investments
Pennsylvania
$1.69M 63,805 – –
AF
69
Advisornet Financial
Minnesota
$1.66M 62,500 +525 +0.8%
RSWM
70
Robertson Stephens Wealth Management
California
$1.62M 60,987 -32,737 -35%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.61M 60,677 -93,318 -61%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.6M 60,440 +12,424 +26%
MFA
73
Mayflower Financial Advisors
Massachusetts
$1.57M 59,058 -18,157 -24%
PAS
74
Park Avenue Securities
New York
$1.56M 58,890 +35,693 +154%
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$1.53M 57,886 -711 -1%
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