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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
76
Affinity Capital Advisors
California
$1.23M 48,336 +48,336 New
KP
77
Keel Point
Alabama
$1.22M 48,053 – –
HCA
78
Heck Capital Advisors
Wisconsin
$1.22M 47,798 -31,881 -40%
Renaissance Technologies
79
Renaissance Technologies
New York
$1.2M 46,964 +24,664 +111%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.17M 46,075 +1,493 +3%
SHGA
81
Sand Hill Global Advisors
California
$1.14M 44,672 +1,201 +3%
HPM
82
Hoxton Planning & Management
West Virginia
$1.11M 43,662 -16,442 -27%
ASN
83
Advisory Services Network
Georgia
$1.08M 42,534 +230 +0.5%
UBS AM
84
UBS AM
Illinois
$1.07M 43,319 – –
D
85
Dentgroup
Louisiana
$1.01M 39,616 +3,967 +11%
GSC
86
G&S Capital
Colorado
$1M 39,354 +39,354 New
IDA
87
Intelligence Driven Advisers
California
$1,000K 40,165 -196 -0.5%
KAS
88
Kestra Advisory Services
Texas
$955K 37,518 +2,601 +7%
MLA
89
My Legacy Advisors
Oregon
$946K 36,174 +5,805 +19%
JCIA
90
Jackson Creek Investment Advisors
Colorado
$911K 35,795 -1,643 -4%
CAAM
91
Cornerstone Advisors Asset Management
Pennsylvania
$902K 35,433 – –
TCA
92
Transcend Capital Advisors
New Jersey
$886K 34,805 +781 +2%
FWP
93
Firethorn Wealth Partners
Georgia
$876K 34,413 +1,214 +4%
BAG
94
Briggs Advisory Group
Rhode Island
$821K 32,258 -330 -1%
CAG
95
Csenge Advisory Group
Florida
$764K 30,015 -898 -3%
RF
96
RHS Financial
California
$752K 29,548 +229 +0.8%
JBA
97
Johnson Bixby & Associates
Washington
$736K 28,914 -995 -3%
Creative Planning
98
Creative Planning
Kansas
$711K 27,943 -4,635 -14%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$700K 27,499 -4,622 -14%
HFA
100
High Falls Advisors
New York
$682K 26,790 +2,211 +9%
2 3
4
5 6