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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$545K 18,472 – –
Creative Planning
127
Creative Planning
Kansas
$539K 18,265 +218 +1%
GKWIM
128
Gerber Kawasaki Wealth & Investment Management
California
$506K 17,145 +2,097 +14%
PAG
129
Private Advisor Group
New Jersey
$499K 16,890 +2,646 +19%
MGIA
130
Moneta Group Investment Advisors
Missouri
$483K 16,356 -1,605 -9%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$480K 16,246 +3,016 +23%
GRP
132
Global Retirement Partners
California
$477K 16,148 +5,491 +52%
BRWA
133
B. Riley Wealth Advisors
Florida
$474K 16,064 +1,640 +11%
LWL
134
Leo Wealth LLC
Texas
$472K 15,970 -5,483 -26%
Cerity Partners
135
Cerity Partners
New York
$471K 15,943 +840 +6%
Comerica Bank
136
Comerica Bank
Texas
$470K 15,908 – –
PCM
137
Peirce Capital Management
Texas
$464K 15,701 – –
HPM
138
Hoxton Planning & Management
West Virginia
$463K 15,679 -115 -0.7%
WSWA
139
Warren Street Wealth Advisors
California
$457K 15,491 -324 -2%
AIA
140
Alera Investment Advisors
Illinois
$447K 15,149 +15,149 New
LWM
141
LJI Wealth Management
Indiana
$447K 15,137 – –
NL
142
NWAM LLC
Washington
$442K 14,966 +14,966 New
SC
143
Savant Capital
Illinois
$436K 14,772 -1,640 -10%
MWS
144
Maxwell Wealth Strategies
California
$435K 15,118 – –
LFA
145
Lauterbach Financial Advisors
Texas
$431K 14,603 +494 +4%
SCI
146
S&CO Inc
Massachusetts
$420K 14,234 – –
CPA
147
Capital Performance Advisors
California
$419K 14,183 -1,127 -7%
CA
148
CGN Advisors
Kansas
$416K 14,098 -2,510 -15%
QCM
149
QRG Capital Management
Illinois
$416K 14,092 +4,320 +44%
MML Investors Services
150
MML Investors Services
Massachusetts
$410K 13,872 +257 +2%
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