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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$176M
2
Jane Street
2
Jane Street
New York
$41.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$13.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.7M
5
MOS
5
MGO One Seven
Ohio
$3.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$262M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.03M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$270M
5
FT
5
Fiduciary Trust
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
76
Hemington Wealth Management
Virginia
$1.25M 50,491 -3,883 -7%
AF
77
Allworth Financial
California
$1.25M 50,313 +2,371 +5%
KP
78
Keel Point
Alabama
$1.19M 48,053 +32,495 +209%
BPA
79
Beacon Pointe Advisors
California
$1.13M 45,629 +45,629 New
HighTower Advisors
80
HighTower Advisors
Illinois
$1.11M 44,582 +13,963 +46%
SS
81
Simplicity Solutions
Minnesota
$1.09M 44,000 -4,405 -9%
SHGA
82
Sand Hill Global Advisors
California
$1.08M 43,471 -83,104 -66%
UBS AM
83
UBS AM
Illinois
$1.07M 43,319 – –
ASN
84
Advisory Services Network
Georgia
$1.05M 42,304 -158 -0.4%
SB
85
Strategic Blueprint
Georgia
$1.04M 41,780 +19,200 +85%
SI
86
Saxon Interests
Texas
$1.02M 41,163 +41,163 New
IDA
87
Intelligence Driven Advisers
California
$1M 40,361 +806 +2%
CL
88
CSS LLC
Illinois
$967K 39,000 +14,000 +56%
NL
89
NWAM LLC
Washington
$947K 38,211 -6,278 -14%
JCIA
90
Jackson Creek Investment Advisors
Colorado
$928K 37,438 -1,498 -4%
D
91
Dentgroup
Louisiana
$884K 35,649 -6,574 -16%
CAAM
92
Cornerstone Advisors Asset Management
Pennsylvania
$878K 35,433 – –
KAS
93
Kestra Advisory Services
Texas
$866K 34,917 +3,149 +10%
FWP
94
Firethorn Wealth Partners
Georgia
$845K 33,199 -6,451 -16%
TCA
95
Transcend Capital Advisors
New Jersey
$843K 34,024 -5,974 -15%
BAG
96
Briggs Advisory Group
Rhode Island
$808K 32,588 – –
Creative Planning
97
Creative Planning
Kansas
$808K 32,578 -2,262 -6%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$796K 32,121 +7,981 +33%
CAG
99
Csenge Advisory Group
Florida
$766K 30,913 +1,561 +5%
MLA
100
My Legacy Advisors
Oregon
$760K 30,369 +652 +2%
2 3
4
5 6