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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
101
High Falls Advisors
New York
$784K 29,583 +3,656 +14%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$778K 29,360 +5,006 +21%
HPM
103
Hoxton Planning & Management
West Virginia
$764K 28,823 -23,446 -45%
CAG
104
Csenge Advisory Group
Florida
$763K 28,798 -2,766 -9%
VWA
105
Valued Wealth Advisors
Utah
$744K 29,349 +29,349 New
SVWG
106
Shared Vision Wealth Group
United States
$742K 27,986 +27,986 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$741K 27,960 -92 -0.3%
AAS
108
Avantax Advisory Services
Texas
$723K 27,265 +1,199 +5%
JBA
109
Johnson Bixby & Associates
Washington
$702K 26,499 -377 -1%
IDA
110
Intelligence Driven Advisers
California
$679K 25,785 -13,628 -35%
IFA
111
Index Fund Advisors
California
$678K 25,593 +460 +2%
SWA
112
Stratos Wealth Advisors
Ohio
$671K 25,326 +1,358 +6%
DAM
113
Derbend Asset Management
Georgia
$666K 25,124 +25,124 New
VCM
114
Vision Capital Management
Oregon
$660K 24,911 +24,911 New
Ameriprise
115
Ameriprise
Minnesota
$653K 24,639 +4,939 +25%
FFA
116
Farther Finance Advisors
California
$644K 24,274 +2,175 +10%
KFS
117
Kelly Financial Services
Massachusetts
$641K 24,190 -39,328 -62%
SP
118
Stonebrook Private
Michigan
$633K 23,862 +23,862 New
EH
119
Equitable Holdings
New York
$630K 23,769 -501 -2%
SS
120
Simplicity Solutions
Minnesota
$613K 23,141 -741 -3%
CAM
121
Cresset Asset Management
Illinois
$610K 23,017 – –
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$585K 22,057 +506 +2%
RG
123
Retirement Group
California
$563K 21,227 -3,000 -12%
NHC
124
Nicholas Hoffman & Company
Georgia
$554K 20,913 – –
HGWM
125
Horst & Graben Wealth Management
Oregon
$535K 20,169 +11,740 +139%
3 4
5
6 7