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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
HPM
76
Hoxton Planning & Management
West Virginia
$1.33M 52,269 +8,607 +20%
WAL
77
W Advisors LLC
Tennessee
$1.32M 52,171 +1,509 +3%
AF
78
Allworth Financial
California
$1.28M 50,460 – –
HighTower Advisors
79
HighTower Advisors
Illinois
$1.22M 48,016 +1,941 +4%
HWM
80
Hemington Wealth Management
Virginia
$1.22M 48,057 -550 -1%
KP
81
Keel Point
Alabama
$1.21M 47,772 -281 -0.6%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.14M 44,879 -5,657 -11%
KAS
83
Kestra Advisory Services
Texas
$1.07M 42,096 +4,578 +12%
RF
84
RHS Financial
California
$1.07M 42,053 +12,505 +42%
TCA
85
Transcend Capital Advisors
New Jersey
$1.06M 41,877 +7,072 +20%
FWP
86
Firethorn Wealth Partners
Georgia
$1.01M 39,913 +5,500 +16%
OIA
87
OneDigital Investment Advisors
Kansas
$1.01M 39,754 +17,143 +76%
GSC
88
G&S Capital
Colorado
$998K 39,367 +13 +0%
ASN
89
Advisory Services Network
Georgia
$975K 38,439 -4,095 -10%
IDA
90
Intelligence Driven Advisers
California
$972K 39,413 -752 -2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$911K 35,917 +23,869 +198%
JCIA
92
Jackson Creek Investment Advisors
Colorado
$905K 35,696 -99 -0.3%
CAAM
93
Cornerstone Advisors Asset Management
Pennsylvania
$899K 35,433 – –
MLA
94
My Legacy Advisors
Oregon
$895K 36,494 +320 +0.9%
Citadel Advisors
95
Citadel Advisors
Florida
$848K 33,436 +33,436 New
CAG
96
Csenge Advisory Group
Florida
$800K 31,564 +1,549 +5%
BAG
97
Briggs Advisory Group
Rhode Island
$712K 28,088 -4,170 -13%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$711K 28,052 +553 +2%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$688K 26,254 +25,858 +6,530%
JBA
100
Johnson Bixby & Associates
Washington
$682K 26,876 -2,038 -7%
2 3
4
5 6