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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.02M
4
AIA
4
Angeles Investment Advisors
California
$3.65M
5
HCA
5
Heck Capital Advisors
Wisconsin
$3.59M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$216K 7,875 +720 +10%
SA
177
SpiderRock Advisors
Delaware
$210K 7,650 – –
RFP
178
RCS Financial Planning
Maryland
$208K 7,592 -1,713 -18%
CIAS
179
CFS Investment Advisory Services
New Jersey
$205K 7,468 -152 -2%
SWM
180
Spire Wealth Management
Virginia
$198K 7,219 -251 -3%
US Bancorp
181
US Bancorp
Minnesota
$144K 5,245 +2,509 +92%
Citigroup
182
Citigroup
New York
$142K 5,157 +5,157 New
AWM
183
Angeles Wealth Management
California
$140K 5,115 – –
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$129K 4,695 +1,272 +37%
EWA
185
EP Wealth Advisors
California
$116K 4,211 +524 +14%
EWA
186
Elevate Wealth Advisory
Georgia
$109K 3,975 – –
NRC
187
New Republic Capital
North Carolina
$101K 3,667 +3,667 New
VWM
188
Venturi Wealth Management
Texas
$93.9K 3,420 +51 +2%
MG
189
Mather Group
Illinois
$89.3K 3,164 -59 -2%
PP
190
PrairieView Partners
Minnesota
$67K 2,471 – –
AF
191
Advisornet Financial
Minnesota
$66K 2,406 +456 +23%
VCM
192
Versant Capital Management
Arizona
$57.3K 2,087 – –
PS
193
Principal Securities
Iowa
$54.9K 2,000 – –
SAM
194
Smartleaf Asset Management
Massachusetts
$53.4K 1,954 +1,945 +21,611%
ST
195
Smithfield Trust
Pennsylvania
$51K 1,878 – –
SS
196
Sunbelt Securities
Texas
$50.3K 1,833 +20 +1%
CFGS
197
Concourse Financial Group Securities
Alabama
$29.9K 1,091 – –
Wells Fargo
198
Wells Fargo
California
$28.5K 1,039 -5,610 -84%
AA
199
Addison Advisors
Vermont
$25.4K 925 -105 -10%
PCMC
200
Private Capital Management (Colorado)
Colorado
$25.4K 924 – –
6 7
8
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