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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 %
LFA
151
Lauterbach Financial Advisors
Texas
$382K +$18K +663 +5%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$377K +$60.2K +2,194 +19%
BW
153
Bison Wealth
Georgia
$375K – – –
MML Investors Services
154
MML Investors Services
Massachusetts
$374K +$7.01K +255 +2%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$363K +$317K +11,564 +694%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$353K +$184K +6,722 +109%
ECM
157
Elgethun Capital Management
South Dakota
$342K – – –
CFO
158
Collective Family Office
Pennsylvania
$331K – – –
VFA
159
Valeo Financial Advisors
Indiana
$319K +$3.32K +121 +1%
MPW
160
MA Private Wealth
California
$310K – – –
D
161
Dentgroup
Louisiana
$309K -$3.1K -113 -1%
WDL
162
Well Done LLC
Michigan
$304K +$6.89K +251 +2%
AWM
163
Ariadne Wealth Management
California
$302K +$302K +11,010 New
GS
164
GTS Securities
New York
$302K +$302K +10,996 New
GRP
165
Global Retirement Partners
California
$292K +$25.9K +945 +10%
EWA
166
EverSource Wealth Advisors
Alabama
$281K -$110K -3,859 -28%
QCM
167
QRG Capital Management
Illinois
$268K -$33.2K -1,211 -11%
MHR
168
Matthew Hamilton Rosenberg
$254K +$254K +9,224 New
TA
169
TKG Advisors
Indiana
$244K -$23K -840 -9%
CW
170
CreativeOne Wealth
Kansas
$243K -$24.1K -877 -9%
DWT
171
Dorsey & Whitney Trust
South Dakota
$233K -$206K -7,500 -47%
MGW
172
MB Generational Wealth
Washington
$230K – – –
VA
173
Valmark Advisers
Ohio
$226K +$24.6K +896 +12%
AllianceBernstein
174
AllianceBernstein
Tennessee
$226K +$226K +8,224 New
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$65.1K -2,374 -23%
5 6
7
8 9