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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
176
Braun-Bostich & Associates
Pennsylvania
$244K 8,269 +8,269 New
VA
177
Valmark Advisers
Ohio
$243K 8,237 – –
TF
178
Theory Financial
Colorado
$228K 8,064 +8,064 New
SA
179
SpiderRock Advisors
Delaware
$226K 7,650 – –
PCS
180
Personal CFO Solutions
New Jersey
$224K 7,582 +7,582 New
MOS
181
MGO One Seven
Ohio
$215K 7,276 +7,276 New
WIA
182
World Investment Advisors
California
$210K 7,105 +7,105 New
SWM
183
Spire Wealth Management
Virginia
$207K 7,009 -210 -3%
QCM
184
Quantinno Capital Management
New York
$207K 7,000 +7,000 New
CIAS
185
CFS Investment Advisory Services
New Jersey
$200K 6,785 -683 -9%
Citigroup
186
Citigroup
New York
$152K 5,157 – –
US Bancorp
187
US Bancorp
Minnesota
$143K 4,837 -408 -8%
EWA
188
EP Wealth Advisors
California
$141K 4,775 +564 +13%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$121K 4,099 -596 -13%
EWA
190
Elevate Wealth Advisory
Georgia
$117K 3,975 – –
NRC
191
New Republic Capital
North Carolina
$108K 3,667 – –
VWM
192
Venturi Wealth Management
Texas
$101K 3,420 – –
MG
193
Mather Group
Illinois
$99.3K 3,361 +197 +6%
PP
194
PrairieView Partners
Minnesota
$72K 2,471 – –
AF
195
Advisornet Financial
Minnesota
$71K 2,406 – –
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$68K 2,304 +1,823 +379%
TCG
197
Transcendent Capital Group
Oklahoma
$66.7K 2,260 +2,260 New
NIC
198
Northwest Investment Counselors
Oregon
$66.2K 2,242 +2,242 New
VCM
199
Versant Capital Management
Arizona
$61.6K 2,087 – –
PS
200
Principal Securities
Iowa
$59.1K 2,000 – –
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8
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