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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$77.5M
2
Jane Street
2
Jane Street
New York
$18M
3
ACA
3
Ackerman Capital Advisors
Texas
$11.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$317M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
ST
2
Sentinel Trust
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M
4
RVPG
4
Relative Value Partners Group
$0
5
IDA
5
Intelligence Driven Advisers
California
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
MSCM
176
McElhenny Sheffield Capital Management
Texas
$2.92K 126 +126 New
TCWA
177
Ten Capital Wealth Advisors
Washington
$2.73K 118 +118 New
PWM
178
Provident Wealth Management
Tennessee
$2.64K 114 +114 New
MAWA
179
Moss Adams Wealth Advisors
Washington
$2.53K 109 +109 New
OIS
180
Okabena Investment Services
Minnesota
$2.16K 93 +93 New
ZIG
181
Zullo Investment Group
Pennsylvania
$2.11K 91 +91 New
RWM
182
Ruedi Wealth Management
Illinois
$1.69K 73 +73 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.58K 68 +68 New
HWA
184
HHM Wealth Advisors
Tennessee
$1.46K 63 -41 -39%
SBL
185
Sargent Bickham Lagudis
Colorado
$1.23K 53 +53 New
SC
186
Sawyer & Company
Massachusetts
$1K 60 +60 New
TWA
187
TCI Wealth Advisors
Arizona
$788 34 +34 New
CWP
188
Concord Wealth Partners
Virginia
$626 27 +27 New
BCMLT
189
Beacon Capital Management LLC (Tennessee)
Tennessee
$533 23 +23 New
BHWM
190
Beaird Harris Wealth Management
Texas
$371 16 -2,910 -99%
MRCM
191
M&R Capital Management
New Jersey
$92 4 – –
ST
192
Sentinel Trust
Texas
– – -607,822 Closed
RVPG
193
Relative Value Partners Group
– – -448,505 Closed
MAC
194
Mason & Associates (California)
California
– – -395,196 Closed
JWA
195
JFS Wealth Advisors
Pennsylvania
– – -28,237 Closed
SWP
196
Strategic Wealth Partners
Ohio
– – -26,614 Closed
SFFS
197
Stonehage Fleming Financial Services
Jersey
– – -24,931 Closed
VHAM
198
Van Hulzen Asset Management
California
– – -20,047 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– – -18,182 Closed
WAP
200
Wealthcare Advisory Partners
Pennsylvania
– – -17,399 Closed
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