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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 Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Family Asset Management
South Carolina
$23.6K – – –
S
202
SignatureFD
Georgia
$22.1K -$4.69K -171 -17%
RIL
203
Rothschild Investment LLC
Illinois
$21.4K – – –
1IA
204
1620 Investment Advisors
Massachusetts
$17.8K +$17.8K +649 New
ME
205
McIlrath & Eck
Washington
$16.8K +$411 +15 +3%
CB
206
CNB Bank
Pennsylvania
$16.2K +$16.2K +590 New
AA
207
Ancora Advisors
Ohio
$15.3K +$15.3K +556 New
PO
208
Private Ocean
California
$14.8K – – –
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$13.2K -$976K -35,555 -99%
MFA
210
Morling Financial Advisors
California
$10.9K -$149K -5,418 -93%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$10.1K – – –
HGA
212
Hobbs Group Advisors
South Carolina
$9.08K +$9.08K +331 New
TAM
213
Tucker Asset Management
Colorado
$7.49K +$192 +7 +3%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$7.39K +$1.6K +57 +28%
TCOV
215
Trust Company of Vermont
Vermont
$6.2K – – –
MFT
216
Moisand Fitzgerald Tamayo
Florida
$5.71K +$5.71K +208 New
CIA
217
Cape Investment Advisory
Georgia
$4.8K -$3.62K -132 -43%
DSC
218
Duncker Streett & Co
Missouri
$4.58K – – –
PWM
219
Provident Wealth Management
Tennessee
$3.13K – – –
CAS
220
Coppell Advisory Solutions
Texas
$3.07K +$3.07K +112 New
BFEC
221
Benjamin F. Edwards & Company
Missouri
$2K +$2K +64 New
RWMG
222
Redwood Wealth Management Group
New Jersey
$1.87K +$1.87K +68 New
RWM
223
Ruedi Wealth Management
Illinois
$1.86K -$55 -2 -3%
JWA
224
JFS Wealth Advisors
Pennsylvania
$1.65K +$1.65K +60 New
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$1.51K – – –
7 8
9
10 11