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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
SA
3
Sanctuary Advisors
Indiana
$3.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.02M
5
AIA
5
Angeles Investment Advisors
California
$3.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$3.08M 112,370 +8,736 +8%
WC
52
Weil Company
California
$3.01M 109,555 +85,446 +354%
TPI
53
Trust Point Inc
Wisconsin
$2.93M 106,807 -60,017 -36%
Truist Financial
54
Truist Financial
North Carolina
$2.76M 100,735 +2,196 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$2.76M 100,619 -79,824 -44%
USCWA
56
U.S. Capital Wealth Advisors
Texas
$2.76M 100,606 -26,276 -21%
CWS
57
Cypress Wealth Services
California
$2.64M 96,087 -5,735 -6%
CIA
58
Concurrent Investment Advisors
Florida
$2.61M 95,214 +2,092 +2%
PAS
59
Park Avenue Securities
New York
$2.56M 93,226 +17,795 +24%
CP
60
Clayton Partners
California
$2.41M 87,881 -1,121 -1%
VW
61
Vance Wealth
California
$2.4M 87,541 -1,672 -2%
SFFS
62
Stonehage Fleming Financial Services
Jersey
$2.36M 86,144 +61,213 +246%
KV
63
Kickstand Ventures
New York
$2.33M 84,794 -2,934 -3%
RF
64
RHS Financial
California
$2.29M 83,300 +17,112 +26%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.24M 81,588 +4,974 +6%
NA
66
NewEdge Advisors
Louisiana
$2.21M 80,719 +63,664 +373%
CIS
67
Custom Index Systems
New York
$2.17M 78,998 -32 -0%
SFA
68
Sequoia Financial Advisors
Ohio
$2.13M 77,786 -32,256 -29%
OAP
69
One Advisory Partners
Kansas
$2.05M 74,687 -6,849 -8%
SB
70
Strategic Blueprint
Georgia
$1.94M 70,582 +1,605 +2%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.91M 69,408 +5,599 +9%
RWI
72
Red Wave Investments
Pennsylvania
$1.75M 63,805 – –
Stifel Financial
73
Stifel Financial
Missouri
$1.75M 63,748 +1,487 +2%
BIA
74
Bell Investment Advisors
California
$1.7M 61,957 -63 -0.1%
CL
75
CSS LLC
Illinois
$1.63M 59,300 +2,000 +3%
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