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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
TPI
51
Trust Point Inc
Wisconsin
$3.25M 110,096 +3,289 +3%
Truist Financial
52
Truist Financial
North Carolina
$3.08M 104,386 +3,651 +4%
UBS Group
53
UBS Group
Switzerland
$3M 101,719 -71,128 -41%
RF
54
RHS Financial
California
$2.99M 101,411 +18,111 +22%
TC
55
Tacita Capital
Ontario, Canada
$2.98M 100,798 -15,415 -13%
NA
56
NewEdge Advisors
Louisiana
$2.96M 100,206 +19,487 +24%
CWS
57
Cypress Wealth Services
California
$2.69M 91,099 -4,988 -5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$2.6M 87,983 +6,395 +8%
CAI
59
Capital Advisors Inc
Oklahoma
$2.58M 87,493 -35,837 -29%
CP
60
Clayton Partners
California
$2.57M 87,116 -765 -0.9%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$2.55M 86,427 -14,179 -14%
SFFS
62
Stonehage Fleming Financial Services
Jersey
$2.54M 86,144 – –
VW
63
Vance Wealth
California
$2.54M 86,091 -1,450 -2%
KV
64
Kickstand Ventures
New York
$2.52M 85,393 +599 +0.7%
CIS
65
Custom Index Systems
New York
$2.36M 79,781 +783 +1%
OAP
66
One Advisory Partners
Kansas
$2.2M 74,419 -268 -0.4%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.16M 73,069 +3,661 +5%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$2.14M 61,222 +9,854 +19%
CIA
69
Concurrent Investment Advisors
Florida
$2.14M 72,321 -22,893 -24%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$2.03M 68,592 -114,495 -63%
SB
71
Strategic Blueprint
Georgia
$1.94M 65,555 -5,027 -7%
RWI
72
Red Wave Investments
Pennsylvania
$1.87M 63,191 -614 -1%
WA
73
Wealth Alliance
New York
$1.83M 62,052 +7,613 +14%
Stifel Financial
74
Stifel Financial
Missouri
$1.78M 60,445 -3,303 -5%
CL
75
CSS LLC
Illinois
$1.69M 57,300 -2,000 -3%
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