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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 %
FAM
201
Family Asset Management
South Carolina
$22.8K – – –
CFGS
202
Concourse Financial Group Securities
Alabama
$21K – – –
S
203
SignatureFD
Georgia
$20.9K +$477 +18 +2%
RIL
204
Rothschild Investment LLC
Illinois
$20.7K +$20.7K +780 New
CPG
205
Cornerstone Planning Group
New Jersey
$17.2K – – –
ME
206
McIlrath & Eck
Washington
$15.8K +$345 +13 +2%
PO
207
Private Ocean
California
$14.3K – – –
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$10.6K -$690K -25,858 -98%
CIAS
209
Capital Investment Advisory Services
North Carolina
$9.94K +$9.94K +375 New
HGA
210
Hobbs Group Advisors
South Carolina
$8.78K +$8.78K +331 New
Franklin Resources
211
Franklin Resources
California
$8.72K – – –
TAM
212
Tucker Asset Management
Colorado
$7.06K +$159 +6 +2%
TCOV
213
Trust Company of Vermont
Vermont
$5.99K +$5.99K +226 New
TWM
214
Tradition Wealth Management
Minnesota
$4K +$4K +135 New
SA
215
Scarborough Advisors
Maryland
$3.45K +$3.45K +130 New
PWM
216
Provident Wealth Management
Tennessee
$3.02K – – –
RBA
217
Richard Bernstein Advisors
New York
$2.6K +$2.6K +98 New
TFA
218
Toth Financial Advisory
Virginia
$2.6K +$2.6K +98 New
CFD
219
Creative Financial Designs
Indiana
$2.33K +$53 +2 +2%
HCP
220
Hexagon Capital Partners
Arkansas
$2.28K +$2.28K +86 New
SAM
221
Smartleaf Asset Management
Massachusetts
$1.88K +$1.88K +71 New
RWM
222
Ruedi Wealth Management
Illinois
$1.86K +$53 +2 +3%
TC
223
Truvestments Capital
Florida
$1.54K – – –
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$1.46K – – –
MSWM
225
McGlone Suttner Wealth Management
Wisconsin
$1.19K +$1.19K +45 New
6 7 8
9
10