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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 %
LWM
151
LJI Wealth Management
Indiana
$334K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$333K -$3.67M -138,461 -92%
D
153
Dentgroup
Louisiana
$331K -$1.09M -41,196 -77%
ECM
154
Elgethun Capital Management
South Dakota
$331K -$3.58K -135 -1%
Mariner
155
Mariner
Kansas
$328K +$328K +12,380 New
CFO
156
Collective Family Office
Pennsylvania
$320K – – –
WDL
157
Well Done LLC
Michigan
$318K – – –
NA
158
NewEdge Advisors
Louisiana
$307K +$307K +11,728 New
CW
159
CreativeOne Wealth
Kansas
$306K -$17.1K -645 -5%
VFA
160
Valeo Financial Advisors
Indiana
$305K +$10.6K +398 +4%
Cerity Partners
161
Cerity Partners
New York
$303K +$303K +11,443 New
WIA
162
World Investment Advisors
California
$298K +$298K +11,250 New
SHGA
163
Sand Hill Global Advisors
California
$295K -$2.02K -76 -0.7%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$294K -$168K -6,355 -36%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$291K +$291K +10,995 New
RFP
166
RCS Financial Planning
Maryland
$274K -$71.9K -2,712 -21%
Citadel Advisors
167
Citadel Advisors
Florida
$269K -$617K -23,286 -70%
CIAS
168
CFS Investment Advisory Services
New Jersey
$262K -$171K -6,463 -39%
MOS
169
MGO One Seven
Ohio
$253K +$253K +9,532 New
GRP
170
Global Retirement Partners
California
$251K -$4.66K -178 -2%
GIA
171
Goodwin Investment Advisory
Georgia
$249K -$65.7K -2,478 -21%
TA
172
TKG Advisors
Indiana
$249K +$10.1K +380 +4%
PCS
173
Personal CFO Solutions
New Jersey
$240K -$3.55K -134 -1%
TF
174
Theory Financial
Colorado
$229K +$229K +8,654 New
HF
175
HRT Financial
New York
$226K +$226K +8,550 New
5 6
7
8 9