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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
SA
3
Sanctuary Advisors
Indiana
$3.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.02M
5
AIA
5
Angeles Investment Advisors
California
$3.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
101
Valued Wealth Advisors
Utah
$873K 31,801 +2,949 +10%
ASN
102
Advisory Services Network
Georgia
$835K 30,425 -2,043 -6%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$809K 29,477 +3,499 +13%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$775K 28,249 -648 -2%
CAG
105
Csenge Advisory Group
Florida
$772K 28,121 +124 +0.4%
FWP
106
Firethorn Wealth Partners
Georgia
$746K 27,201 -3,771 -12%
WFS
107
WealthGarden F.S.
California
$740K 26,981 +26,981 New
IFA
108
Index Fund Advisors
California
$726K 26,452 +571 +2%
AAS
109
Avantax Advisory Services
Texas
$722K 26,314 +834 +3%
SP
110
Stonebrook Private
Michigan
$720K 26,236 +467 +2%
JBA
111
Johnson Bixby & Associates
Washington
$716K 26,104 +93 +0.4%
WA
112
Waverly Advisors
Alabama
$716K 26,100 +26,100 New
FFA
113
Farther Finance Advisors
California
$710K 25,722 +785 +3%
IDA
114
Intelligence Driven Advisers
California
$708K 25,785 – –
HFA
115
High Falls Advisors
New York
$678K 24,707 -4,459 -15%
SWA
116
Stratos Wealth Advisors
Ohio
$664K 24,181 -1,178 -5%
SVWG
117
Shared Vision Wealth Group
United States
$658K 23,994 -2,522 -10%
EH
118
Equitable Holdings
New York
$655K 23,869 +100 +0.4%
VCM
119
Vision Capital Management
Oregon
$639K 23,273 +86 +0.4%
CAM
120
Cresset Asset Management
Illinois
$632K 23,017 – –
TCA
121
Transcend Capital Advisors
New Jersey
$628K 22,894 -6,819 -23%
LWL
122
Leo Wealth LLC
Texas
$591K 21,453 -262,754 -92%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$587K 21,403 +1,561 +8%
NHC
124
Nicholas Hoffman & Company
Georgia
$574K 20,913 – –
KFS
125
Kelly Financial Services
Massachusetts
$562K 20,469 -2,404 -11%
3 4
5
6 7