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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
101
Stratos Wealth Advisors
Ohio
$677K 26,608 +5,685 +27%
IFA
102
Index Fund Advisors
California
$652K 25,638 +531 +2%
RG
103
Retirement Group
California
$628K 24,695 -3,617 -13%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$615K 24,150 -1,639 -6%
HF
105
HRT Financial
New York
$604K 23,768 +23,768 New
EH
106
Equitable Holdings
New York
$592K 23,249 -500 -2%
CAM
107
Cresset Asset Management
Illinois
$587K 23,065 +23,065 New
OIA
108
OneDigital Investment Advisors
Kansas
$575K 22,611 +2,654 +13%
FFA
109
Farther Finance Advisors
California
$559K 21,966 +2,526 +13%
NHC
110
Nicholas Hoffman & Company
Georgia
$532K 20,913 – –
SS
111
Simplicity Solutions
Minnesota
$525K 20,614 -23,386 -53%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$518K 20,341 -15,281 -43%
Ameriprise
113
Ameriprise
Minnesota
$509K 20,005 +1,082 +6%
Corient Private Wealth
114
Corient Private Wealth
Florida
$505K 19,829 +679 +4%
AWE
115
Avidian Wealth Enterprises
Texas
$495K 19,450 -170 -0.9%
SFFS
116
Stonehage Fleming Financial Services
Jersey
$492K 24,931 – –
WSWA
117
Warren Street Wealth Advisors
California
$492K 19,330 – –
IC
118
IEQ Capital
California
$484K 19,033 – –
BFG
119
Beacon Financial Group
Texas
$454K 18,003 – –
CPA
120
Capital Performance Advisors
California
$440K 17,279 – –
CA
121
CGN Advisors
Kansas
$408K 16,049 -387 -2%
DWT
122
Dorsey & Whitney Trust
South Dakota
$407K 16,000 – –
NL
123
NWAM LLC
Washington
$404K 15,883 -22,328 -58%
EWA
124
EverSource Wealth Advisors
Alabama
$402K 15,792 -1,477 -9%
MGIA
125
Moneta Group Investment Advisors
Missouri
$392K 15,389 +15,389 New
3 4
5
6 7