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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$1.64M 55,471 -22,315 -29%
BIA
77
Bell Investment Advisors
California
$1.6M 54,110 -7,847 -13%
SIMC
78
Squire Investment Management Company
Utah
$1.6M 54,109 +3,075 +6%
P
79
&Partners
Tennessee
$1.57M 53,314 +53,314 New
AF
80
Allworth Financial
California
$1.5M 50,869 +66 +0.1%
KP
81
Keel Point
Alabama
$1.5M 50,775 – –
MFA
82
Mayflower Financial Advisors
Massachusetts
$1.45M 48,936 +2,080 +4%
Ameriprise
83
Ameriprise
Minnesota
$1.34M 45,045 +1,212 +3%
TWM
84
TSA Wealth Management
Texas
$1.3M 44,053 +1,451 +3%
HWM
85
Hemington Wealth Management
Virginia
$1.3M 46,022 -1,175 -2%
WAL
86
W Advisors LLC
Tennessee
$1.25M 42,181 -7,540 -15%
SFO
87
Stokes Family Office
Louisiana
$1.24M 41,936 +3,093 +8%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.22M 41,479 +13,230 +47%
BFG
89
Beacon Financial Group
Texas
$1.19M 40,374 +38 +0.1%
FCMA
90
Foresight Capital Management Advisors
Michigan
$1.18M 39,903 +2,266 +6%
JCIA
91
Jackson Creek Investment Advisors
Colorado
$1.16M 39,336 +2,481 +7%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$1.11M 37,465 -2,322 -6%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$1.08M 36,487 +7,010 +24%
Osaic Holdings
94
Osaic Holdings
Arizona
$1.07M 36,374 -1,952 -5%
CAAM
95
Cornerstone Advisors Asset Management
Pennsylvania
$1.05M 35,433 – –
RSWM
96
Robertson Stephens Wealth Management
California
$1.01M 34,088 +516 +2%
ACA
97
Affinity Capital Advisors
California
$989K 33,487 -227 -0.7%
VWA
98
Valued Wealth Advisors
Utah
$981K 33,236 +1,435 +5%
Corient Private Wealth
99
Corient Private Wealth
Florida
$961K 32,550 +13,024 +67%
ASN
100
Advisory Services Network
Georgia
$835K 30,425 – –
2 3
4
5 6