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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

161 hedge funds and large institutions have $1.46B invested in iShares MSCI Intl Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
27
Increased
68
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$97.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$293M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$232M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$242M
5
Jane Street
5
Jane Street
New York
$17.4M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$27.6M
2
Bank of America
2
Bank of America
North Carolina
$61.9M
3
5L
3
55I LLC
Massachusetts
$26.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.14M
5
BlackRock
5
BlackRock
New York
$8.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$140K 6,300 -70 -1%
BHWM
127
Beaird Harris Wealth Management
Texas
$125K 5,616 -10,383 -65%
EWA
128
EverSource Wealth Advisors
Alabama
$118K 5,317 -9,492 -64%
MHR
129
Matthew Hamilton Rosenberg
$92K 4,130 +2,969 +256%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$88K 3,950 – –
NIC
131
Northwest Investment Counselors
Oregon
$82K 3,690 -1,300 -26%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$81K 3,634 -3,721 -51%
CCM
133
Covington Capital Management
California
$72K 3,253 +3,253 New
AF
134
Advisornet Financial
Minnesota
$62K 2,795 +840 +43%
CIAS
135
Capital Investment Advisory Services
North Carolina
$61K 2,750 – –
DI
136
Disciplined Investments
Oklahoma
$59K 2,651 -205 -7%
VCM
137
Versant Capital Management
Arizona
$51K 2,320 +104 +5%
RPCA
138
Running Point Capital Advisors
California
$50K 2,276 – –
SWM
139
SeaCrest Wealth Management
New York
$46K 2,087 +2,087 New
ST
140
Smithfield Trust
Pennsylvania
$42K 1,878 – –
Wells Fargo
141
Wells Fargo
California
$33K 1,493 +280 +23%
CI
142
CX Institutional
Indiana
$30K 1,360 +1,360 New
CWP
143
Concord Wealth Partners
Virginia
$26K 1,178 +1,178 New
IA
144
IFP Advisors
Florida
$24K 666 – –
S
145
SignatureFD
Georgia
$22K 999 +20 +2%
GIA
146
GHP Investment Advisors
Colorado
$17K 760 +760 New
MAM
147
Meeder Asset Management
Ohio
$13K 574 -10 -2%
PO
148
Private Ocean
California
$11K 540 – –
CFD
149
Creative Financial Designs
Indiana
$8K 365 +27 +8%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$7K 333 +153 +85%
4 5
6
7 8