IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$661K 26,066 +26,066 New
HFA
102
High Falls Advisors
New York
$657K 25,927 -863 -3%
IFA
103
Index Fund Advisors
California
$637K 25,133 -505 -2%
SFFS
104
Stonehage Fleming Financial Services
Jersey
$631K 24,931 – –
Creative Planning
105
Creative Planning
Kansas
$626K 24,678 -3,265 -12%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$618K 24,354 +4,013 +20%
EH
107
Equitable Holdings
New York
$615K 24,270 +1,021 +4%
RG
108
Retirement Group
California
$614K 24,227 -468 -2%
SWA
109
Stratos Wealth Advisors
Ohio
$608K 23,968 -2,640 -10%
SS
110
Simplicity Solutions
Minnesota
$606K 23,882 +3,268 +16%
PAS
111
Park Avenue Securities
New York
$588K 23,197 +11,570 +100%
CAM
112
Cresset Asset Management
Illinois
$584K 23,017 -48 -0.2%
FFA
113
Farther Finance Advisors
California
$560K 22,099 +133 +0.6%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$547K 21,551 -2,599 -11%
NHC
115
Nicholas Hoffman & Company
Georgia
$530K 20,913 – –
BFG
116
Beacon Financial Group
Texas
$518K 20,171 +2,168 +12%
Ameriprise
117
Ameriprise
Minnesota
$500K 19,700 -305 -2%
Corient Private Wealth
118
Corient Private Wealth
Florida
$497K 19,590 -239 -1%
AWE
119
Avidian Wealth Enterprises
Texas
$493K 19,425 -25 -0.1%
WSWA
120
Warren Street Wealth Advisors
California
$490K 19,330 – –
NL
121
NWAM LLC
Washington
$489K 19,270 +3,387 +21%
EWA
122
EverSource Wealth Advisors
Alabama
$463K 18,263 +2,471 +16%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$443K 17,453 +3,375 +24%
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$439K 17,296 +17,296 New
Comerica Bank
125
Comerica Bank
Texas
$424K 16,701 +16,701 New
3 4
5
6 7