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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.02M
4
AIA
4
Angeles Investment Advisors
California
$3.65M
5
HCA
5
Heck Capital Advisors
Wisconsin
$3.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
126
Horst & Graben Wealth Management
Oregon
$540K -$18.6K -679 -3%
Corient Private Wealth
127
Corient Private Wealth
Florida
$536K -$465K -16,950 -46%
AWE
128
Avidian Wealth Enterprises
Texas
$531K -$1.21K -44 -0.2%
FWM
129
FFT Wealth Management
Pennsylvania
$514K -$114K -4,168 -18%
Northern Trust
130
Northern Trust
Illinois
$507K +$507K +18,472 New
Creative Planning
131
Creative Planning
Kansas
$495K -$68.6K -2,499 -12%
MGIA
132
Moneta Group Investment Advisors
Missouri
$493K +$71.8K +2,615 +17%
CA
133
CGN Advisors
Kansas
$456K – – –
SC
134
Savant Capital
Illinois
$450K +$450K +16,412 New
BJL
135
Brighton Jones LLC
Washington
$437K +$412 +15 +0.1%
Comerica Bank
136
Comerica Bank
Texas
$437K -$14.3K -522 -3%
WSWA
137
Warren Street Wealth Advisors
California
$434K -$39.3K -1,431 -8%
HPM
138
Hoxton Planning & Management
West Virginia
$433K -$271K -9,860 -38%
PCM
139
Peirce Capital Management
Texas
$431K – – –
CPA
140
Capital Performance Advisors
California
$420K -$13.3K -484 -3%
LWM
141
LJI Wealth Management
Indiana
$415K +$58.3K +2,123 +16%
MWS
142
Maxwell Wealth Strategies
California
$415K – – –
Cerity Partners
143
Cerity Partners
New York
$414K +$93.7K +3,413 +29%
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$413K – – –
LP
145
LGL Partners
Pennsylvania
$411K +$9.63K +351 +2%
HF
146
HRT Financial
New York
$399K +$399K +14,560 New
BRWA
147
B. Riley Wealth Advisors
Florida
$396K -$50.6K -1,843 -11%
PAG
148
Private Advisor Group
New Jersey
$391K -$45.7K -1,666 -10%
SCI
149
S&CO Inc
Massachusetts
$390K +$390K +14,234 New
Mariner
150
Mariner
Kansas
$387K +$40.8K +1,486 +12%
4 5
6
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