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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.67M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$201M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGW
176
MB Generational Wealth
Washington
$225K +$225K +8,494 New
VA
177
Valmark Advisers
Ohio
$210K – – –
T
178
TCWP
Ohio
$208K -$63.6K -2,399 -23%
MPW
179
MA Private Wealth
California
$208K +$208K +7,828 New
SWM
180
Spire Wealth Management
Virginia
$197K -$3.84K -147 -2%
US Bancorp
181
US Bancorp
Minnesota
$193K – – –
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$185K +$90.2K +3,423 +95%
CTA
183
Colonial Trust Advisors
South Carolina
$156K – – –
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$142K -$18.3K -689 -11%
LFA
185
LGT Financial Advisors
Texas
$132K -$92.1K -3,473 -41%
EWA
186
Elevate Wealth Advisory
Georgia
$105K +$105K +3,975 New
NRC
187
New Republic Capital
North Carolina
$100K -$12.9K -488 -11%
VWM
188
Venturi Wealth Management
Texas
$89.3K +$1.25K +47 +1%
PP
189
PrairieView Partners
Minnesota
$66K – – –
VCM
190
Versant Capital Management
Arizona
$55.3K +$2.33K +88 +4%
PS
191
Principal Securities
Iowa
$53K +$53K +2,000 New
ST
192
Smithfield Trust
Pennsylvania
$51K – – –
AC
193
AlphaCore Capital
California
$48.2K – – –
SS
194
Sunbelt Securities
Texas
$48.1K +$424 +16 +0.9%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$44K -$41.9K -1,585 -49%
BWM
196
Baystate Wealth Management
Massachusetts
$41.7K -$73.2K -2,760 -64%
First Manhattan
197
First Manhattan
New York
$40.3K +$3.39K +128 +9%
BHWM
198
Beaird Harris Wealth Management
Texas
$32.1K +$31.6K +1,193 +7,456%
AA
199
Addison Advisors
Vermont
$27.3K – – –
CIA
200
Cape Investment Advisory
Georgia
$23.2K -$17.2K -650 -43%
6 7
8
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