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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
126
Kelly Financial Services
Massachusetts
$370K 14,531 +207 +1%
BRWA
127
B. Riley Wealth Advisors
Florida
$366K 14,366 -225 -2%
BJL
128
Brighton Jones LLC
Washington
$360K 14,137 +14,137 New
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$358K 14,078 -81 -0.6%
Cerity Partners
130
Cerity Partners
New York
$332K 13,034 +3,997 +44%
OMC
131
Old Mission Capital
Illinois
$329K 12,939 -72,664 -85%
ECM
132
Elgethun Capital Management
South Dakota
$321K 12,607 – –
LWM
133
LJI Wealth Management
Indiana
$321K 242,573 +229,977 +1,826%
MML Investors Services
134
MML Investors Services
Massachusetts
$314K 12,351 +232 +2%
CFO
135
Collective Family Office
Pennsylvania
$307K 12,078 – –
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$307K 12,048 +12,048 New
CIAS
137
CFS Investment Advisory Services
New Jersey
$306K 12,036 +16 +0.1%
WDL
138
Well Done LLC
Michigan
$306K 12,005 – –
GIA
139
Goodwin Investment Advisory
Georgia
$303K 11,887 – –
BW
140
Bison Wealth
Georgia
$301K 11,826 +93 +0.8%
PAS
141
Park Avenue Securities
New York
$296K 11,627 +11,627 New
LFA
142
Lauterbach Financial Advisors
Texas
$296K 11,631 +1,427 +14%
TC
143
TownSquare Capital
Utah
$277K 10,887 +10,887 New
VFA
144
Valeo Financial Advisors
Indiana
$268K 10,541 -1,375 -12%
RFP
145
RCS Financial Planning
Maryland
$250K 9,828 +1,067 +12%
GRP
146
Global Retirement Partners
California
$249K 9,775 -1,213 -11%
TA
147
TKG Advisors
Indiana
$245K 9,646 +9,646 New
VA
148
Valmark Advisers
Ohio
$237K 9,316 – –
CCM
149
Crabel Capital Management
California
$227K 8,904 +8,904 New
PCS
150
Personal CFO Solutions
New Jersey
$226K 8,880 -785 -8%
4 5
6
7 8