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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$77.5M
2
Jane Street
2
Jane Street
New York
$18M
3
ACA
3
Ackerman Capital Advisors
Texas
$11.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$317M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
ST
2
Sentinel Trust
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M
4
RVPG
4
Relative Value Partners Group
$0
5
IDA
5
Intelligence Driven Advisers
California
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
126
CGN Advisors
Kansas
$350K 15,121 +546 +4%
BRWA
127
B. Riley Wealth Advisors
Florida
$350K 15,085 -589 -4%
PWM
128
Pacific Wealth Management
California
$349K 15,081 +15,081 New
KFS
129
Kelly Financial Services
Massachusetts
$346K 14,924 -921 -6%
LFA
130
LGT Financial Advisors
Texas
$331K 14,274 +14,274 New
ECM
131
Elgethun Capital Management
South Dakota
$296K 12,657 -4,832 -28%
GIA
132
Goodwin Investment Advisory
Georgia
$295K 12,741 -15,305 -55%
BW
133
Bison Wealth
Georgia
$290K 11,621 -2,010 -15%
CFO
134
Collective Family Office
Pennsylvania
$280K 12,078 – –
CIAS
135
CFS Investment Advisory Services
New Jersey
$277K 11,951 -302,661 -96%
VFA
136
Valeo Financial Advisors
Indiana
$276K 11,916 +11,916 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$265K 11,444 +11,444 New
GRP
138
Global Retirement Partners
California
$256K 11,031 +2,888 +35%
PCS
139
Personal CFO Solutions
New Jersey
$236K 10,199 -761 -7%
VA
140
Valmark Advisers
Ohio
$235K 10,138 +10,138 New
LFA
141
Lauterbach Financial Advisors
Texas
$230K 9,915 +9,915 New
Cerity Partners
142
Cerity Partners
New York
$230K 9,913 +9,913 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$220K 9,501 -2,681 -22%
LWM
144
LJI Wealth Management
Indiana
$218K 9,406 +9,406 New
RFP
145
RCS Financial Planning
Maryland
$201K 8,681 +8,681 New
GM
146
GeoWealth Management
Illinois
$188K 8,128 -397 -5%
CS
147
Comerica Securities
Michigan
$139K 5,980 +5,980 New
CTA
148
Colonial Trust Advisors
South Carolina
$112K 4,817 +4,817 New
NRC
149
New Republic Capital
North Carolina
$88.3K 3,811 +3,811 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$88.3K 3,810 +3,810 New
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6
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