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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
Tacita Capital
Ontario, Canada
$3.42M 121,204 +6,884 +6%
SFA
52
Sequoia Financial Advisors
Ohio
$3.11M 110,042 -1,305,088 -92%
PA
53
Parallel Advisors
California
$2.93M 103,634 +4,274 +4%
CWS
54
Cypress Wealth Services
California
$2.87M 101,822 -663 -0.6%
Truist Financial
55
Truist Financial
North Carolina
$2.78M 98,539 -1,250 -1%
CIA
56
Concurrent Investment Advisors
Florida
$2.63M 93,122 -7,298 -7%
VW
57
Vance Wealth
California
$2.52M 89,213 -101 -0.1%
CP
58
Clayton Partners
California
$2.51M 89,002 +60 +0.1%
KV
59
Kickstand Ventures
New York
$2.48M 87,728 -834 -0.9%
SAI
60
Savvy Advisors Inc
New York
$2.39M 84,601 +36,736 +77%
OAP
61
One Advisory Partners
Kansas
$2.3M 81,536 -267 -0.3%
CIS
62
Custom Index Systems
New York
$2.23M 79,030 +1,006 +1%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2.16M 76,614 +2,086 +3%
WA
64
Wealth Alliance
New York
$2.15M 76,162 -4,155 -5%
PAS
65
Park Avenue Securities
New York
$2.13M 75,431 +16,541 +28%
SB
66
Strategic Blueprint
Georgia
$1.95M 68,977 -633 -0.9%
RF
67
RHS Financial
California
$1.87M 66,188 +17,023 +35%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.83M 64,646 -5,496 -8%
RWI
69
Red Wave Investments
Pennsylvania
$1.8M 63,805 – –
HighTower Advisors
70
HighTower Advisors
Illinois
$1.8M 63,809 +3,369 +6%
Stifel Financial
71
Stifel Financial
Missouri
$1.76M 62,261 -3,145 -5%
BIA
72
Bell Investment Advisors
California
$1.75M 62,020 -2,418 -4%
RSWM
73
Robertson Stephens Wealth Management
California
$1.71M 60,681 -306 -0.5%
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$1.63M 57,886 – –
CL
75
CSS LLC
Illinois
$1.62M 57,300 +6,100 +12%
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