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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 %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$409K 13,860 +114 +0.8%
Mariner
152
Mariner
Kansas
$406K 13,739 -368 -3%
TC
153
TownSquare Capital
Utah
$403K 13,649 +13,649 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$370K 12,743 -135 -1%
FWM
155
FFT Wealth Management
Pennsylvania
$370K 12,523 -6,220 -33%
MPW
156
MA Private Wealth
California
$366K 12,393 +1,085 +10%
ECM
157
Elgethun Capital Management
South Dakota
$365K 12,356 -116 -0.9%
BCG
158
Breakwater Capital Group
New Jersey
$364K 12,336 +12,336 New
CFO
159
Collective Family Office
Pennsylvania
$357K 12,078 – –
CIC
160
Chilton Investment Company
Connecticut
$346K 11,726 +11,726 New
JTWM
161
Jackson Thornton Wealth Management
Alabama
$344K 11,664 +11,664 New
VFA
162
Valeo Financial Advisors
Indiana
$340K 11,522 -121 -1%
WDL
163
Well Done LLC
Michigan
$327K 11,088 – –
D
164
Dentgroup
Louisiana
$319K 10,803 -469 -4%
AWM
165
Ariadne Wealth Management
California
$316K 11,010 – –
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$290K 9,804 +1,929 +24%
EWA
167
EverSource Wealth Advisors
Alabama
$285K 9,648 -193 -2%
BW
168
Bison Wealth
Georgia
$274K 9,280 -3,993 -30%
MHR
169
Matthew Hamilton Rosenberg
$272K 9,224 – –
LP
170
LGL Partners
Pennsylvania
$272K 9,207 -5,753 -38%
RFP
171
RCS Financial Planning
Maryland
$270K 9,149 +1,557 +21%
CW
172
CreativeOne Wealth
Kansas
$265K 8,963 +118 +1%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$252K 8,548 +400 +5%
DWT
174
Dorsey & Whitney Trust
South Dakota
$251K 8,500 – –
MGW
175
MB Generational Wealth
Washington
$247K 8,376 – –
5 6
7
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