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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
OMC
4
Old Mission Capital
Illinois
$2.75M
5
MWM
5
Merriman Wealth Management
Washington
$8.99M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$205M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$361M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
LWM
5
LJI Wealth Management
Indiana
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
Sunbelt Securities
Texas
$45.6K -$2.54K -100 -5%
CIA
177
Cape Investment Advisory
Georgia
$38.7K +$11.1K +436 +40%
First Manhattan
178
First Manhattan
New York
$35.3K +$35.3K +1,393 New
AA
179
Addison Advisors
Vermont
$26.1K +$26.1K +1,030 New
FAM
180
Family Asset Management
South Carolina
$21.8K +$4.97K +196 +30%
CFGS
181
Concourse Financial Group Securities
Alabama
$20.1K – – –
S
182
SignatureFD
Georgia
$19.5K – – –
CPG
183
Cornerstone Planning Group
New Jersey
$16.4K +$16.4K +647 New
ME
184
McIlrath & Eck
Washington
$14.8K – – –
BAAM
185
Baker Avenue Asset Management
California
$14.5K +$3.53K +139 +32%
PO
186
Private Ocean
California
$13.7K – – –
Franklin Resources
187
Franklin Resources
California
$8.34K +$8.34K +329 New
CP
188
Castleview Partners
Texas
$6.93K +$6.93K +273 New
TAM
189
Tucker Asset Management
Colorado
$6.6K +$6.6K +260 New
SCA
190
Stonebridge Capital Advisors
Minnesota
$6.37K – – –
SIS
191
Sound Income Strategies
Florida
$4.67K +$2.05K +81 +79%
VNA
192
Valley National Advisers
Pennsylvania
$3K +$3K +125 New
PWM
193
Provident Wealth Management
Tennessee
$2.89K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$2.49K – – –
CFD
195
Creative Financial Designs
Indiana
$2.18K – – –
RWM
196
Ruedi Wealth Management
Illinois
$1.74K – – –
TC
197
Truvestments Capital
Florida
$1.47K – – –
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$1.4K +$1.4K +55 New
BHWM
199
Beaird Harris Wealth Management
Texas
$406 – – –
TAIM
200
TD Ameritrade Investment Management
Nebraska
– -$11.8M -464,729 Closed
5 6 7
8
9