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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 %
AssetMark Inc
201
AssetMark Inc
California
$56.7K 1,920 +1,920 New
SS
202
Sunbelt Securities
Texas
$54.1K 1,833 – –
GM
203
GeoWealth Management
Illinois
$46.4K 1,571 +1,571 New
SAM
204
Smartleaf Asset Management
Massachusetts
$41.6K 1,403 -551 -28%
ST
205
Smithfield Trust
Pennsylvania
$36K 1,252 -626 -33%
CFGS
206
Concourse Financial Group Securities
Alabama
$32.2K 1,091 – –
AA
207
Addison Advisors
Vermont
$27.3K 925 – –
PCMC
208
Private Capital Management (Colorado)
Colorado
$27.3K 924 – –
CCM
209
Chilton Capital Management
Texas
$25.5K 865 +865 New
S
210
SignatureFD
Georgia
$23.8K 807 – –
RIL
211
Rothschild Investment LLC
Illinois
$23K 780 – –
1IA
212
1620 Investment Advisors
Massachusetts
$19.2K 649 – –
FAM
213
Family Asset Management
South Carolina
$19K 643 -216 -25%
ME
214
McIlrath & Eck
Washington
$18K 611 – –
CB
215
CNB Bank
Pennsylvania
$17.4K 590 – –
AA
216
Ancora Advisors
Ohio
$16.4K 556 – –
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$16.3K 549 -46,997 -99%
MFA
218
Morling Financial Advisors
California
$11.7K 397 – –
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$10.9K 368 – –
WBC
220
West Branch Capital
Massachusetts
$10.3K 350 +350 New
HGA
221
Hobbs Group Advisors
South Carolina
$9.77K 331 – –
NFA
222
Northwest Financial Advisors
Virginia
$9.27K 314 +314 New
TAM
223
Tucker Asset Management
Colorado
$8.06K 273 – –
FMP
224
Financial Management Professionals
Texas
$8K 262 +262 New
PPA
225
Painted Porch Advisors
California
$7.8K 264 +264 New
7 8
9
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