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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$377K 13,360 +184 +1%
BW
152
Bison Wealth
Georgia
$375K 13,273 -151 -1%
LWM
153
LJI Wealth Management
Indiana
$367K 13,014 +418 +3%
Mariner
154
Mariner
Kansas
$356K 12,621 +241 +2%
ECM
155
Elgethun Capital Management
South Dakota
$350K 12,472 – –
CFO
156
Collective Family Office
Pennsylvania
$341K 12,078 – –
Cerity Partners
157
Cerity Partners
New York
$330K 11,690 +247 +2%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$326K 11,552 +557 +5%
MFG
159
Merit Financial Group
Georgia
$324K 11,443 -6,975 -38%
VFA
160
Valeo Financial Advisors
Indiana
$322K 11,522 – –
D
161
Dentgroup
Louisiana
$321K 11,385 -1,086 -9%
MPW
162
MA Private Wealth
California
$319K 11,308 +3,480 +44%
SHGA
163
Sand Hill Global Advisors
California
$314K 11,126 – –
QCM
164
QRG Capital Management
Illinois
$310K 10,983 +10,983 New
WDL
165
Well Done LLC
Michigan
$306K 10,837 -1,168 -10%
WIA
166
World Investment Advisors
California
$304K 10,761 -489 -4%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$297K 10,522 -576 -5%
TA
168
TKG Advisors
Indiana
$275K 9,726 +329 +4%
GRP
169
Global Retirement Partners
California
$274K 9,712 +115 +1%
CW
170
CreativeOne Wealth
Kansas
$274K 9,722 -1,811 -16%
GIA
171
Goodwin Investment Advisory
Georgia
$266K 9,409 – –
RFP
172
RCS Financial Planning
Maryland
$263K 9,305 -1,015 -10%
TF
173
Theory Financial
Colorado
$243K 8,597 -57 -0.7%
MGW
174
MB Generational Wealth
Washington
$236K 8,376 -118 -1%
PCS
175
Personal CFO Solutions
New Jersey
$231K 8,170 -875 -10%
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7
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