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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$176M
2
Jane Street
2
Jane Street
New York
$41.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$13.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.7M
5
MOS
5
MGO One Seven
Ohio
$3.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$262M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.03M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$270M
5
FT
5
Fiduciary Trust
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
126
Kelly Financial Services
Massachusetts
$355K -$14.9K -600 -4%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$123K -4,963 -26%
PAG
128
Private Advisor Group
New Jersey
$345K +$345K +13,934 New
AWM
129
Axxcess Wealth Management
California
$339K -$151K -6,097 -31%
ECM
130
Elgethun Capital Management
South Dakota
$316K -$1.25K -50 -0.4%
LWM
131
LJI Wealth Management
Indiana
$312K +$79.1K +3,190 +34%
MML Investors Services
132
MML Investors Services
Massachusetts
$300K -$1.43M -57,800 -83%
CFO
133
Collective Family Office
Pennsylvania
$299K – – –
CIAS
134
CFS Investment Advisory Services
New Jersey
$298K +$1.71K +69 +0.6%
WDL
135
Well Done LLC
Michigan
$298K -$159K -6,433 -35%
BW
136
Bison Wealth
Georgia
$297K +$2.84K +112 +1%
VFA
137
Valeo Financial Advisors
Indiana
$295K – – –
GIA
138
Goodwin Investment Advisory
Georgia
$295K -$21.2K -854 -7%
GRP
139
Global Retirement Partners
California
$276K -$1.08K -43 -0.4%
LFA
140
Lauterbach Financial Advisors
Texas
$253K +$7.16K +289 +3%
PCS
141
Personal CFO Solutions
New Jersey
$240K -$13.2K -534 -5%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$233K +$233K +9,404 New
VA
143
Valmark Advisers
Ohio
$231K -$20.4K -822 -8%
Cerity Partners
144
Cerity Partners
New York
$224K -$21.7K -876 -9%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$224K +$224K +9,021 New
RFP
146
RCS Financial Planning
Maryland
$217K +$1.98K +80 +0.9%
MFG
147
Merit Financial Group
Georgia
$204K +$204K +8,221 New
SWM
148
Spire Wealth Management
Virginia
$191K +$171K +6,906 +846%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$160K -$75.1K -3,028 -32%
CTA
150
Colonial Trust Advisors
South Carolina
$145K +$26.1K +1,052 +22%
4 5
6
7 8