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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
TPI
4
Trust Point Inc
Wisconsin
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$243M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$123M
2
Bank of America
2
Bank of America
North Carolina
$19.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$15.2M
4
HCA
4
Heck Capital Advisors
Wisconsin
$1.04M
5
CAI
5
Capital Advisors Inc
Oklahoma
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
176
MGO One Seven
Ohio
$306K +$109K +4,010 +55%
5W
177
5T Wealth
California
$300K +$300K +11,076 New
EWA
178
EverSource Wealth Advisors
Alabama
$297K +$35.2K +1,297 +13%
Citadel Advisors
179
Citadel Advisors
Florida
$289K -$363K -13,381 -56%
CWP
180
Cyndeo Wealth Partners
Florida
$265K +$265K +9,790 New
UCFA
181
United Capital Financial Advisors
Texas
$263K +$263K +9,699 New
VA
182
Valmark Advisers
Ohio
$256K +$32.5K +1,200 +15%
LP
183
LGL Partners
Pennsylvania
$255K +$5.21K +192 +2%
MHR
184
Matthew Hamilton Rosenberg
$250K – – –
LWL
185
Leo Wealth LLC
Texas
$247K -$186K -6,865 -43%
HF
186
HRT Financial
New York
$236K +$236K +8,706 New
RFP
187
RCS Financial Planning
Maryland
$234K -$14.1K -519 -6%
DWT
188
Dorsey & Whitney Trust
South Dakota
$230K – – –
TF
189
Theory Financial
Colorado
$227K +$8.78K +324 +4%
MGW
190
MB Generational Wealth
Washington
$227K – – –
QCM
191
QRG Capital Management
Illinois
$225K -$157K -5,806 -41%
WPW
192
Watershed Private Wealth
Illinois
$224K +$224K +8,267 New
WIA
193
World Investment Advisors
California
$220K +$27.1K +999 +14%
MPW
194
Magnolia Private Wealth
Pennsylvania
$212K +$212K +7,827 New
PCA
195
Pallas Capital Advisors
Massachusetts
$211K +$211K +7,782 New
SWM
196
Spire Wealth Management
Virginia
$194K +$3.58K +132 +2%
US Bancorp
197
US Bancorp
Minnesota
$172K +$40.7K +1,501 +31%
ECM
198
Elgethun Capital Management
South Dakota
$170K -$165K -6,080 -49%
EWA
199
EP Wealth Advisors
California
$164K +$34.2K +1,261 +26%
FHA
200
First Horizon Advisors
Tennessee
$155K +$155K +5,700 New
6 7
8
9 10