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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$810K 17,663 +17,663 New
CAG
102
Csenge Advisory Group
Florida
$805K 27,743 -378 -1%
WFS
103
WealthGarden F.S.
California
$804K 27,221 +240 +0.9%
IFA
104
Index Fund Advisors
California
$788K 26,680 +228 +0.9%
AAS
105
Avantax Advisory Services
Texas
$783K 26,501 +187 +0.7%
JBA
106
Johnson Bixby & Associates
Washington
$780K 26,418 +314 +1%
EH
107
Equitable Holdings
New York
$767K 25,980 +2,111 +9%
WA
108
Waverly Advisors
Alabama
$765K 25,911 -189 -0.7%
FWP
109
Firethorn Wealth Partners
Georgia
$760K 25,750 -1,451 -5%
HFA
110
High Falls Advisors
New York
$752K 25,456 +749 +3%
SP
111
Stonebrook Private
Michigan
$749K 25,370 -866 -3%
MLA
112
My Legacy Advisors
Oregon
$743K 25,163 -6,700 -21%
SWA
113
Stratos Wealth Advisors
Ohio
$737K 24,944 +763 +3%
VCM
114
Vision Capital Management
Oregon
$722K 24,464 +1,191 +5%
FFA
115
Farther Finance Advisors
California
$719K 24,363 -1,359 -5%
Citadel Advisors
116
Citadel Advisors
Florida
$710K 24,049 -76,570 -76%
SVWG
117
Shared Vision Wealth Group
United States
$709K 23,994 – –
CAM
118
Cresset Asset Management
Illinois
$680K 23,017 – –
TCA
119
Transcend Capital Advisors
New Jersey
$663K 22,438 -456 -2%
HGWM
120
Horst & Graben Wealth Management
Oregon
$655K 22,169 +2,500 +13%
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$618K 20,936 -467 -2%
NHC
122
Nicholas Hoffman & Company
Georgia
$618K 20,913 – –
KFS
123
Kelly Financial Services
Massachusetts
$585K 19,809 -660 -3%
IDA
124
Intelligence Driven Advisers
California
$583K 19,742 -6,043 -23%
AWE
125
Avidian Wealth Enterprises
Texas
$571K 19,348 – –
3 4
5
6 7