IVLU icon

iShares MSCI Intl Value Factor ETF

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$420K -$11.1K -410 -3%
LFA
152
Lauterbach Financial Advisors
Texas
$420K +$23.7K +874 +6%
MGIA
153
Moneta Group Investment Advisors
Missouri
$416K -$27.4K -1,010 -6%
BRWA
154
B. Riley Wealth Advisors
Florida
$411K -$24.8K -913 -6%
LWM
155
LJI Wealth Management
Indiana
$410K
MWS
156
Maxwell Wealth Strategies
California
$410K
SC
157
Savant Capital
Illinois
$401K +$705 +26 +0.2%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$394K -$46.8K -1,726 -11%
UW
159
Unique Wealth
Florida
$391K +$391K +14,411 New
CPA
160
Capital Performance Advisors
California
$385K
QCM
161
Quantinno Capital Management
New York
$380K +$190K +7,000 +100%
D
162
Dentgroup
Louisiana
$370K +$77.6K +2,861 +26%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$370K -$6.05K -223 -2%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$359K +$13.7K +505 +4%
KRW
165
Kaufman Rossin Wealth
Florida
$348K +$348K +12,832 New
MPW
166
MA Private Wealth
California
$343K +$7.4K +273 +2%
CWMA
167
Capstone Wealth Management (Alabama)
Alabama
$342K +$342K +12,618 New
BBA
168
Braun-Bostich & Associates
Pennsylvania
$330K +$106K +3,892 +47%
CA
169
CGN Advisors
Kansas
$328K -$54.7K -2,016 -14%
CFO
170
Collective Family Office
Pennsylvania
$327K
WDL
171
Well Done LLC
Michigan
$327K
CW
172
CreativeOne Wealth
Kansas
$319K +$75.5K +2,786 +31%
CIC
173
Chilton Investment Company
Connecticut
$318K
AWM
174
Ariadne Wealth Management
California
$316K
VFA
175
Valeo Financial Advisors
Indiana
$312K