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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$77.5M
2
Jane Street
2
Jane Street
New York
$18M
3
ACA
3
Ackerman Capital Advisors
Texas
$11.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$317M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
ST
2
Sentinel Trust
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M
4
RVPG
4
Relative Value Partners Group
$0
5
IDA
5
Intelligence Driven Advisers
California
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
WAL
76
W Advisors LLC
Tennessee
$1.27M 55,000 -14,168 -20%
HWM
77
Hemington Wealth Management
Virginia
$1.26M 54,374 +2,547 +5%
SS
78
Simplicity Solutions
Minnesota
$1.12M 48,405 -6,530 -12%
AF
79
Allworth Financial
California
$1.11M 47,942 -3,257 -6%
NL
80
NWAM LLC
Washington
$1.03M 44,489 +3,695 +9%
UBS AM
81
UBS AM
Illinois
$1M 43,319 -8,806 -17%
ASN
82
Advisory Services Network
Georgia
$984K 42,462 -1,133 -3%
D
83
Dentgroup
Louisiana
$978K 42,223 +8,942 +27%
IDA
84
Intelligence Driven Advisers
California
$948K 39,555 -336,655 -89%
TCA
85
Transcend Capital Advisors
New Jersey
$927K 39,998 -3,351 -8%
FWP
86
Firethorn Wealth Partners
Georgia
$919K 39,650 -4,293 -10%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$902K 38,936 -6,812 -15%
CAAM
88
Cornerstone Advisors Asset Management
Pennsylvania
$821K 35,433 – –
Creative Planning
89
Creative Planning
Kansas
$807K 34,840 -18,259 -34%
BF
90
BOK Financial
Oklahoma
$806K 34,776 +34,776 New
RG
91
Retirement Group
California
$789K 34,062 -5,094 -13%
BAG
92
Briggs Advisory Group
Rhode Island
$755K 32,588 +12,152 +59%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$752K 32,478 +8,246 +34%
RF
94
RHS Financial
California
$742K 32,017 -1,712 -5%
MLA
95
My Legacy Advisors
Oregon
$738K 29,717 -3,544 -11%
KAS
96
Kestra Advisory Services
Texas
$736K 31,768 +13,878 +78%
JBA
97
Johnson Bixby & Associates
Washington
$714K 30,798 -3,778 -11%
HighTower Advisors
98
HighTower Advisors
Illinois
$706K 30,619 +7,099 +30%
CAG
99
Csenge Advisory Group
Florida
$680K 29,352 +2,549 +10%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$665K 28,708 +28,708 New
2 3
4
5 6