IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
TPI
4
Trust Point Inc
Wisconsin
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$243M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$123M
2
Bank of America
2
Bank of America
North Carolina
$19.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$15.2M
4
HCA
4
Heck Capital Advisors
Wisconsin
$1.04M
5
CAI
5
Capital Advisors Inc
Oklahoma
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
OAP
76
One Advisory Partners
Kansas
$1.98M 72,879 -1,540 -2%
TWM
77
TSA Wealth Management
Texas
$1.69M 62,508 +18,455 +42%
RWI
78
Red Wave Investments
Pennsylvania
$1.67M 61,459 -1,732 -3%
SB
79
Strategic Blueprint
Georgia
$1.66M 61,203 -4,352 -7%
Stifel Financial
80
Stifel Financial
Missouri
$1.57M 57,744 -2,701 -4%
CL
81
CSS LLC
Illinois
$1.5M 55,300 -2,000 -3%
SIMC
82
Squire Investment Management Company
Utah
$1.47M 54,112 +3 +0%
RSWM
83
Robertson Stephens Wealth Management
California
$1.44M 53,220 +19,132 +56%
AF
84
Allworth Financial
California
$1.44M 52,037 +1,168 +2%
BIA
85
Bell Investment Advisors
California
$1.44M 52,974 -1,136 -2%
SFA
86
Sequoia Financial Advisors
Ohio
$1.41M 52,193 -3,278 -6%
VWA
87
Valued Wealth Advisors
Utah
$1.39M 51,425 +18,189 +55%
KP
88
Keel Point
Alabama
$1.3M 47,772 -3,003 -6%
BFG
89
Beacon Financial Group
Texas
$1.29M 47,649 +7,275 +18%
JWM
90
JDH Wealth Management
California
$1.28M 47,346 +47,346 New
HWM
91
Hemington Wealth Management
Virginia
$1.25M 46,044 +22 +0%
MFG
92
Merit Financial Group
Georgia
$1.17M 43,035 +43,035 New
SFO
93
Stokes Family Office
Louisiana
$1.16M 42,683 +747 +2%
FCMA
94
Foresight Capital Management Advisors
Michigan
$1.15M 42,467 +2,564 +6%
ACA
95
Affinity Capital Advisors
California
$1.15M 42,135 +8,648 +26%
JCIA
96
Jackson Creek Investment Advisors
Colorado
$1.1M 40,553 +1,217 +3%
WAL
97
W Advisors LLC
Tennessee
$1.06M 39,083 -3,098 -7%
HCA
98
Heck Capital Advisors
Wisconsin
$1.04M 38,331 -98,273 -72%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.01M 37,350 +976 +3%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$995K 36,715 -750 -2%
2 3
4
5 6