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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$1.6M 56,525 +19 +0%
MFA
77
Mayflower Financial Advisors
Massachusetts
$1.58M 56,109 -2,949 -5%
SIMC
78
Squire Investment Management Company
Utah
$1.44M 51,032 – –
AF
79
Allworth Financial
California
$1.44M 50,863 +372 +0.7%
KP
80
Keel Point
Alabama
$1.43M 50,704 – –
WAL
81
W Advisors LLC
Tennessee
$1.42M 50,433 -2,414 -5%
TWM
82
TSA Wealth Management
Texas
$1.37M 48,506 -2,351 -5%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.37M 48,427 -12,250 -20%
HWM
84
Hemington Wealth Management
Virginia
$1.35M 47,627 -252 -0.5%
Renaissance Technologies
85
Renaissance Technologies
New York
$1.25M 44,400 -30,600 -41%
BFG
86
Beacon Financial Group
Texas
$1.2M 42,557 -6,400 -13%
OIA
87
OneDigital Investment Advisors
Kansas
$1.19M 42,311 -586 -1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.18M 41,685 -637 -2%
SFO
89
Stokes Family Office
Louisiana
$1.1M 38,843 -250 -0.6%
GSC
90
G&S Capital
Colorado
$1.09M 38,729 +1,206 +3%
JCIA
91
Jackson Creek Investment Advisors
Colorado
$1.04M 36,769 +574 +2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$1.03M 36,476 +19,359 +113%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$1.02M 36,036 +2,812 +8%
FCMA
94
Foresight Capital Management Advisors
Michigan
$1.01M 35,650 +35,650 New
MAV
95
Mason & Associates (Virginia)
Virginia
$1.01M 35,650 +35,650 New
CAAM
96
Cornerstone Advisors Asset Management
Pennsylvania
$1M 35,433 – –
HCA
97
Heck Capital Advisors
Wisconsin
$967K 34,259 – –
MLA
98
My Legacy Advisors
Oregon
$953K 33,747 -2,093 -6%
ACA
99
Affinity Capital Advisors
California
$950K 33,640 -515 -2%
ASN
100
Advisory Services Network
Georgia
$917K 32,468 -2,265 -7%
2 3
4
5 6