IVLU icon

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 %
LFA
151
LGT Financial Advisors
Texas
$218K 8,583 +8,583 New
MFG
152
Merit Financial Group
Georgia
$209K 8,221 – –
SWM
153
Spire Wealth Management
Virginia
$195K 7,664 -58 -0.8%
CTA
154
Colonial Trust Advisors
South Carolina
$149K 5,869 – –
Wells Fargo
155
Wells Fargo
California
$142K 5,576 +4,055 +267%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$125K 4,931 -84 -2%
NRC
157
New Republic Capital
North Carolina
$99.2K 3,896 +85 +2%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$91.5K 3,596 -2,877 -44%
VWM
159
Venturi Wealth Management
Texas
$84.5K 3,322 +50 +2%
NIC
160
Northwest Investment Counselors
Oregon
$74K 2,906 -184 -6%
PP
161
PrairieView Partners
Minnesota
$62K 2,471 – –
GT
162
Glenmede Trust
Pennsylvania
$59.4K 2,396 – –
RPCA
163
Running Point Capital Advisors
California
$57.9K 2,276 -40 -2%
VCM
164
Versant Capital Management
Arizona
$56.7K 2,226 – –
SS
165
Sunbelt Securities
Texas
$48.3K 1,897 -109 -5%
ST
166
Smithfield Trust
Pennsylvania
$48K 1,878 – –
AC
167
AlphaCore Capital
California
$46.2K 1,817 – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$46K 1,801 +86 +5%
DI
169
Disciplined Investments
Oklahoma
$40.7K 1,601 – –
TF
170
TimeScale Financial
Massachusetts
$33.9K 1,333 +1,333 New
CIA
171
Cape Investment Advisory
Georgia
$27.7K 1,089 – –
M
172
MOTCO
Texas
$25.9K 1,017 +1,017 New
BWM
173
Baystate Wealth Management
Massachusetts
$22K 866 +866 New
CFGS
174
Concourse Financial Group Securities
Alabama
$20.1K 791 – –
S
175
SignatureFD
Georgia
$19.6K 770 +19 +3%
5 6
7
8 9