IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
TPI
4
Trust Point Inc
Wisconsin
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$243M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$123M
2
Bank of America
2
Bank of America
North Carolina
$19.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$15.2M
4
HCA
4
Heck Capital Advisors
Wisconsin
$1.04M
5
CAI
5
Capital Advisors Inc
Oklahoma
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
Wealth Alliance
New York
$3.76M 138,618 +76,566 +123%
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$3.44M 127,151 +65,929 +108%
SWP
53
ShoreHaven Wealth Partners
New Jersey
$3.38M 124,669 -778 -0.6%
NA
54
NewEdge Advisors
Louisiana
$3.16M 116,430 +16,224 +16%
RF
55
RHS Financial
California
$3.06M 112,705 +11,294 +11%
CWS
56
Cypress Wealth Services
California
$3.04M 112,168 +21,069 +23%
Truist Financial
57
Truist Financial
North Carolina
$2.81M 103,710 -676 -0.6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.81M 103,678 +35,086 +51%
KV
59
Kickstand Ventures
New York
$2.8M 103,348 +17,955 +21%
SCM
60
SCS Capital Management
Massachusetts
$2.78M 102,521 -12,738 -11%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$2.71M 99,953 +13,526 +16%
WC
62
Weil Company
California
$2.66M 98,101 -26,771 -21%
CIA
63
Concurrent Investment Advisors
Florida
$2.55M 94,134 +21,813 +30%
CCC
64
Compass Capital Corp
Massachusetts
$2.53M 90,418 +90,418 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2.39M 88,304 +321 +0.4%
CP
66
Clayton Partners
California
$2.35M 86,724 -392 -0.4%
TC
67
Tacita Capital
Ontario, Canada
$2.34M 86,425 -14,373 -14%
SFFS
68
Stonehage Fleming Financial Services
Jersey
$2.34M 86,144 – –
Cerity Partners
69
Cerity Partners
New York
$2.26M 83,494 +67,551 +424%
VW
70
Vance Wealth
California
$2.25M 82,901 -3,190 -4%
P
71
&Partners
Tennessee
$2.2M 81,363 +28,049 +53%
CIS
72
Custom Index Systems
New York
$2.2M 81,104 +1,323 +2%
AIA
73
Angeles Investment Advisors
California
$2.11M 77,680 -38,055 -33%
HighTower Advisors
74
HighTower Advisors
Illinois
$2.05M 75,690 +2,621 +4%
MFA
75
Mayflower Financial Advisors
Massachusetts
$2.03M 74,970 +26,034 +53%
1 2
3
4 5