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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$528K -$126K -4,751 -19%
AWE
127
Avidian Wealth Enterprises
Texas
$513K -$2.04K -77 -0.4%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$504K +$45.9K +1,732 +10%
WSWA
129
Warren Street Wealth Advisors
California
$492K -$20.6K -777 -4%
MFG
130
Merit Financial Group
Georgia
$488K +$67.1K +2,532 +16%
NL
131
NWAM LLC
Washington
$483K -$27.4K -1,034 -5%
Corient Private Wealth
132
Corient Private Wealth
Florida
$454K -$65.6K -2,473 -13%
Comerica Bank
133
Comerica Bank
Texas
$443K – – –
CA
134
CGN Advisors
Kansas
$441K – – –
PAG
135
Private Advisor Group
New Jersey
$429K +$429K +16,195 New
CPA
136
Capital Performance Advisors
California
$429K – – –
BRWA
137
B. Riley Wealth Advisors
Florida
$426K -$4.96K -187 -1%
DWT
138
Dorsey & Whitney Trust
South Dakota
$424K – – –
BJL
139
Brighton Jones LLC
Washington
$422K +$42.9K +1,618 +11%
PCM
140
Peirce Capital Management
Texas
$416K +$416K +15,701 New
MGIA
141
Moneta Group Investment Advisors
Missouri
$408K +$27 +1 +0%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$407K +$407K +15,366 New
MWS
143
Maxwell Wealth Strategies
California
$401K +$401K +15,118 New
SC
144
Savant Capital
Illinois
$373K -$33.1K -1,247 -8%
Wells Fargo
145
Wells Fargo
California
$367K +$101K +3,813 +38%
EWA
146
EverSource Wealth Advisors
Alabama
$364K -$120K -4,526 -25%
BW
147
Bison Wealth
Georgia
$356K +$21.8K +823 +7%
MML Investors Services
148
MML Investors Services
Massachusetts
$349K +$88.1K +3,325 +34%
TLFA
149
True Link Financial Advisors
California
$341K -$1.44M -54,302 -81%
LFA
150
Lauterbach Financial Advisors
Texas
$336K +$15.2K +573 +5%
4 5
6
7 8