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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
FWP
101
Firethorn Wealth Partners
Georgia
$874K 30,972 -823 -3%
TCA
102
Transcend Capital Advisors
New Jersey
$839K 29,713 -352 -1%
HFA
103
High Falls Advisors
New York
$823K 29,166 -417 -1%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$816K 28,897 +937 +3%
VWA
105
Valued Wealth Advisors
Utah
$814K 28,852 -497 -2%
CAG
106
Csenge Advisory Group
Florida
$790K 27,997 -801 -3%
SVWG
107
Shared Vision Wealth Group
United States
$749K 26,516 -1,470 -5%
Ameriprise
108
Ameriprise
Minnesota
$739K 26,191 +1,552 +6%
JBA
109
Johnson Bixby & Associates
Washington
$734K 26,011 -488 -2%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$733K 25,978 -3,382 -12%
IFA
111
Index Fund Advisors
California
$731K 25,881 +288 +1%
IDA
112
Intelligence Driven Advisers
California
$728K 25,785 – –
SP
113
Stonebrook Private
Michigan
$727K 25,769 +1,907 +8%
HPM
114
Hoxton Planning & Management
West Virginia
$724K 25,654 -3,169 -11%
AAS
115
Avantax Advisory Services
Texas
$719K 25,480 -1,785 -7%
SWA
116
Stratos Wealth Advisors
Ohio
$716K 25,359 +33 +0.1%
DAM
117
Derbend Asset Management
Georgia
$708K 25,072 -52 -0.2%
FFA
118
Farther Finance Advisors
California
$698K 24,937 +663 +3%
WC
119
Weil Company
California
$681K 24,109 +24,109 New
EH
120
Equitable Holdings
New York
$671K 23,769 – –
VCM
121
Vision Capital Management
Oregon
$655K 23,187 -1,724 -7%
CAM
122
Cresset Asset Management
Illinois
$650K 23,017 – –
FWM
123
FFT Wealth Management
Pennsylvania
$647K 22,911 -420,433 -95%
SW
124
Simplicity Wealth
New Jersey
$646K 22,883 +22,883 New
KFS
125
Kelly Financial Services
Massachusetts
$646K 22,873 -1,317 -5%
3 4
5
6 7