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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$1.5M 56,506 +14,410 +34%
WAL
77
W Advisors LLC
Tennessee
$1.4M 52,847 +676 +1%
CL
78
CSS LLC
Illinois
$1.36M 51,200 -8,000 -14%
SIMC
79
Squire Investment Management Company
Utah
$1.35M 51,032 +51,032 New
TWM
80
TSA Wealth Management
Texas
$1.35M 50,857 +50,857 New
KP
81
Keel Point
Alabama
$1.34M 50,704 +2,932 +6%
AF
82
Allworth Financial
California
$1.34M 50,491 +31 +0.1%
RF
83
RHS Financial
California
$1.3M 49,165 +7,112 +17%
BFG
84
Beacon Financial Group
Texas
$1.3M 48,957 +28,786 +143%
HWM
85
Hemington Wealth Management
Virginia
$1.27M 47,879 -178 -0.4%
SAI
86
Savvy Advisors Inc
New York
$1.27M 47,865 +47,865 New
OIA
87
OneDigital Investment Advisors
Kansas
$1.14M 42,897 +3,143 +8%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.12M 42,322 -2,557 -6%
SFO
89
Stokes Family Office
Louisiana
$1.04M 39,093 -75,837 -66%
GSC
90
G&S Capital
Colorado
$995K 37,523 -1,844 -5%
JCIA
91
Jackson Creek Investment Advisors
Colorado
$960K 36,195 +499 +1%
MLA
92
My Legacy Advisors
Oregon
$950K 35,840 -654 -2%
CAAM
93
Cornerstone Advisors Asset Management
Pennsylvania
$939K 35,433 – –
ASN
94
Advisory Services Network
Georgia
$921K 34,733 -3,706 -10%
HCA
95
Heck Capital Advisors
Wisconsin
$908K 34,259 -34,759 -50%
ACA
96
Affinity Capital Advisors
California
$905K 34,155 -19,767 -37%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$881K 33,224 +33,224 New
FWP
98
Firethorn Wealth Partners
Georgia
$843K 31,795 -8,118 -20%
TCA
99
Transcend Capital Advisors
New Jersey
$797K 30,065 -11,812 -28%
OMC
100
Old Mission Capital
Illinois
$786K 29,641 -78,813 -73%
2 3
4
5 6