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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
126
CGN Advisors
Kansas
$422K 16,626 +577 +4%
CIAS
127
CFS Investment Advisory Services
New Jersey
$415K 16,364 +4,328 +36%
BRWA
128
B. Riley Wealth Advisors
Florida
$413K 16,267 +1,901 +13%
CPA
129
Capital Performance Advisors
California
$410K 16,179 -1,100 -6%
DWT
130
Dorsey & Whitney Trust
South Dakota
$406K 16,000 – –
MFG
131
Merit Financial Group
Georgia
$403K 15,886 +7,665 +93%
PW
132
Peninsula Wealth
California
$398K 16,430 +16,430 New
MGIA
133
Moneta Group Investment Advisors
Missouri
$390K 15,389 – –
SC
134
Savant Capital
Illinois
$388K 15,309 +15,309 New
BJL
135
Brighton Jones LLC
Washington
$362K 14,282 +145 +1%
RFP
136
RCS Financial Planning
Maryland
$330K 13,032 +3,204 +33%
BW
137
Bison Wealth
Georgia
$320K 12,601 +775 +7%
LWM
138
LJI Wealth Management
Indiana
$319K 12,596 -229,977 -95%
ECM
139
Elgethun Capital Management
South Dakota
$318K 12,607 – –
CW
140
CreativeOne Wealth
Kansas
$309K 12,178 +12,178 New
LFA
141
Lauterbach Financial Advisors
Texas
$307K 12,090 +459 +4%
CFO
142
Collective Family Office
Pennsylvania
$306K 12,078 – –
WDL
143
Well Done LLC
Michigan
$304K 12,005 – –
GIA
144
Goodwin Investment Advisory
Georgia
$301K 11,887 – –
SHGA
145
Sand Hill Global Advisors
California
$284K 11,202 -33,470 -75%
VFA
146
Valeo Financial Advisors
Indiana
$282K 11,124 +583 +6%
TC
147
TownSquare Capital
Utah
$282K 11,109 +222 +2%
PCA
148
Pallas Capital Advisors
Massachusetts
$278K 11,468 +11,468 New
FTUS
149
Flow Traders U.S.
New York
$277K 10,938 +10,938 New
T
150
TCWP
Ohio
$259K 10,227 -100,574 -91%
4 5
6
7 8