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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
176
MGO One Seven
Ohio
$224K 7,934 -1,598 -17%
CIAS
177
CFS Investment Advisory Services
New Jersey
$215K 7,620 -2,281 -23%
SA
178
SpiderRock Advisors
Delaware
$212K 7,650 +7,650 New
SWM
179
Spire Wealth Management
Virginia
$211K 7,470 -60 -0.8%
VA
180
Valmark Advisers
Ohio
$207K 7,341 -568 -7%
T
181
TCWP
Ohio
$205K 7,264 -564 -7%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$202K 7,155 -8,211 -53%
Wells Fargo
183
Wells Fargo
California
$188K 6,649 -7,202 -52%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$174K 6,156 +800 +15%
MFA
185
Morling Financial Advisors
California
$164K 5,815 +5,815 New
AWM
186
Angeles Wealth Management
California
$144K 5,115 +5,115 New
EWA
187
Elevate Wealth Advisory
Georgia
$112K 3,975 – –
LFA
188
LGT Financial Advisors
Texas
$111K 3,932 -1,055 -21%
EWA
189
EP Wealth Advisors
California
$104K 3,687 +3,687 New
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$98.3K 3,423 -3,596 -51%
VWM
191
Venturi Wealth Management
Texas
$95.1K 3,369 – –
MG
192
Mather Group
Illinois
$85.4K 3,223 +3,223 New
US Bancorp
193
US Bancorp
Minnesota
$77.2K 2,736 -4,554 -62%
PP
194
PrairieView Partners
Minnesota
$70K 2,471 – –
NIC
195
Northwest Investment Counselors
Oregon
$63.3K 2,242 +2,242 New
VCM
196
Versant Capital Management
Arizona
$58.9K 2,087 – –
PS
197
Principal Securities
Iowa
$56.5K 2,000 – –
AF
198
Advisornet Financial
Minnesota
$55K 1,950 -60,550 -97%
ST
199
Smithfield Trust
Pennsylvania
$54K 1,878 – –
SS
200
Sunbelt Securities
Texas
$51.2K 1,813 – –
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8
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