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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
27
Increased
65
Reduced
56
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$146M
2
5L
2
55I LLC
Massachusetts
$65.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$227M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$232M
5
FWM
5
FFT Wealth Management
Pennsylvania
$36.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$3.32M
3
BlackRock
3
BlackRock
New York
$715K
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$18M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$478K 24,232 -2,760 -10%
HighTower Advisors
102
HighTower Advisors
Illinois
$466K 23,520 -2,721 -10%
BAG
103
Briggs Advisory Group
Rhode Island
$404K 20,436 +5,268 +35%
VHAM
104
Van Hulzen Asset Management
California
$396K 20,047 +20,047 New
BFG
105
Beacon Financial Group
Texas
$394K 19,794 +19,794 New
CPIG
106
Chicago Partners Investment Group
Illinois
$389K 17,925 -87 -0.5%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$384K 19,445 +6,009 +45%
AWM
108
Axxcess Wealth Management
California
$372K 18,835 -737 -4%
EWA
109
EverSource Wealth Advisors
Alabama
$365K 18,479 +13,162 +248%
Citadel Advisors
110
Citadel Advisors
Florida
$359K 18,182 -33,327 -65%
AWE
111
Avidian Wealth Enterprises
Texas
$353K 17,873 -810 -4%
KAS
112
Kestra Advisory Services
Texas
$353K 17,890 +17,890 New
ECM
113
Elgethun Capital Management
South Dakota
$345K 17,489 +4,319 +33%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$344K 17,399 +17,399 New
SHGA
115
Sand Hill Global Advisors
California
$334K 16,922 -888 -5%
DWT
116
Dorsey & Whitney Trust
South Dakota
$316K 16,000 – –
CIAS
117
CFS Investment Advisory Services
New Jersey
$314K 314,612 +314,612 New
KFS
118
Kelly Financial Services
Massachusetts
$313K 15,845 +4,105 +35%
BRWA
119
B. Riley Wealth Advisors
Florida
$310K 15,674 +2,030 +15%
CPA
120
Capital Performance Advisors
California
$302K 15,310 +15,310 New
CAN
121
Cetera Advisor Networks
California
$298K 15,094 +113 +0.8%
CL
122
CSS LLC
Illinois
$296K 15,000 -54,044 -78%
CA
123
CGN Advisors
Kansas
$288K 14,575 – –
BW
124
Bison Wealth
Georgia
$269K 13,631 +103 +0.8%
BJL
125
Brighton Jones LLC
Washington
$269K 13,599 +1,547 +13%
3 4
5
6 7