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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
SA
3
Sanctuary Advisors
Indiana
$3.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.02M
5
AIA
5
Angeles Investment Advisors
California
$3.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$1.57M 51,368 -6,518 -11%
WA
77
Wealth Alliance
New York
$1.49M 54,439 -21,723 -29%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.46M 53,250 +53,250 New
AF
79
Allworth Financial
California
$1.44M 50,803 -60 -0.1%
SIMC
80
Squire Investment Management Company
Utah
$1.4M 51,034 +2 +0%
KP
81
Keel Point
Alabama
$1.4M 50,775 +71 +0.1%
WAL
82
W Advisors LLC
Tennessee
$1.36M 49,721 -712 -1%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.31M 47,546 -79,618 -63%
SW
84
Simplicity Wealth
New Jersey
$1.3M 47,404 +24,521 +107%
SI
85
Saxon Interests
Texas
$1.3M 47,292 +47,292 New
HWM
86
Hemington Wealth Management
Virginia
$1.3M 47,197 -430 -0.9%
MFA
87
Mayflower Financial Advisors
Massachusetts
$1.29M 46,856 -9,253 -16%
Ameriprise
88
Ameriprise
Minnesota
$1.2M 43,833 +17,642 +67%
KAS
89
Kestra Advisory Services
Texas
$1.2M 43,554 -12,971 -23%
TWM
90
TSA Wealth Management
Texas
$1.17M 42,602 -5,904 -12%
BFG
91
Beacon Financial Group
Texas
$1.11M 40,336 -2,221 -5%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$1.09M 39,787 -1,898 -5%
SFO
93
Stokes Family Office
Louisiana
$1.07M 38,843 – –
Osaic Holdings
94
Osaic Holdings
Arizona
$1.05M 38,326 -10,101 -21%
FCMA
95
Foresight Capital Management Advisors
Michigan
$1.03M 37,637 +1,987 +6%
JCIA
96
Jackson Creek Investment Advisors
Colorado
$1.01M 36,855 +86 +0.2%
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$972K 35,433 – –
ACA
98
Affinity Capital Advisors
California
$925K 33,714 +74 +0.2%
RSWM
99
Robertson Stephens Wealth Management
California
$921K 33,572 -27,109 -45%
MLA
100
My Legacy Advisors
Oregon
$874K 31,863 -1,884 -6%
2 3
4
5 6