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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
56
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$231M
2
LP
2
LGL Partners
Pennsylvania
$23.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$237M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303M
5
IDA
5
Intelligence Driven Advisers
California
$11.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$31.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.88M
5
Bank of America
5
Bank of America
North Carolina
$57.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
76
Goodwin Investment Advisory
Georgia
$419K 16,496 +7,812 +90%
BW
77
Bison Wealth
Georgia
$412K 16,209 +544 +3%
DWT
78
Dorsey & Whitney Trust
South Dakota
$407K 16,000 +2,000 +14%
IWC
79
Integrated Wealth Concepts
Massachusetts
$389K 15,272 +15,272 New
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$380K 14,949 +13,879 +1,297%
IPW
81
Intergy Private Wealth
Colorado
$377K 14,804 +14,804 New
QCM
82
Quest Capital Management
Texas
$369K 14,500 +14,500 New
CFO
83
Collective Family Office
Pennsylvania
$363K 14,276 – –
MML Investors Services
84
MML Investors Services
Massachusetts
$330K 12,970 +12,970 New
Northern Trust
85
Northern Trust
Illinois
$305K 11,987 +222 +2%
ASN
86
Advisory Services Network
Georgia
$280K 10,984 +2,798 +34%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$271K 10,642 +10,642 New
UBS Group
88
UBS Group
Switzerland
$270K 10,631 -3,751 -26%
CCA
89
Conservest Capital Advisors
Pennsylvania
$270K 10,629 +10,629 New
DCM
90
Donaldson Capital Management
Indiana
$225K 8,825 – –
RJFSA
91
Raymond James Financial Services Advisors
Florida
$220K 8,645 +8,645 New
CA
92
CGN Advisors
Kansas
$220K 8,664 +8,664 New
CAM
93
Cresset Asset Management
Illinois
$209K 8,196 +8,196 New
FT
94
Fiduciary Trust
Massachusetts
$204K 8,017 – –
NIC
95
Northwest Investment Counselors
Oregon
$175K 6,880 -3,231 -32%
SWM
96
Spire Wealth Management
Virginia
$162K 6,370 +70 +1%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$148K 5,814 -683 -11%
FHA
98
First Horizon Advisors
Tennessee
$133K 5,239 +5,239 New
PA
99
Parallel Advisors
California
$77K 3,031 +6 +0.2%
DI
100
Disciplined Investments
Oklahoma
$75K 2,948 +14 +0.5%
2 3
4
5 6