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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

44 hedge funds and large institutions have $272M invested in iShares MSCI Intl Value Factor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$61.7M
2
MWM
2
Merriman Wealth Management
Washington
$7.57M
3
ACM
3
Armbruster Capital Management
New York
$5.98M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$12.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$232K
3
3AM
3
3D Asset Management
Connecticut
$11.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13K
5
X
5
Xponance
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$61.7M 3,505,254 +824,746 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55M 3,126,919 +310,866 +11%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$32.6M 1,853,132 +246,059 +15%
Bank of America
4
Bank of America
North Carolina
$30.9M 1,753,852 -14,207 -0.8%
BlackRock
5
BlackRock
New York
$15.1M 858,247 +166,619 +24%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$12.1M 688,887 +318,657 +86%
3AM
7
3D Asset Management
Connecticut
$11.9M 676,054 -594,013 -47%
KCM
8
Kathmere Capital Management
Pennsylvania
$7.79M 442,814 +213,251 +93%
MWM
9
Merriman Wealth Management
Washington
$7.57M 429,990 +418,845 +3,758%
ACM
10
Armbruster Capital Management
New York
$5.98M 339,575 +339,575 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.93M 337,126 +67,748 +25%
CP
12
Covenant Partners
Tennessee
$5.25M 298,428 +268,405 +894%
CAI
13
Capital Advisors Inc
Oklahoma
$3.46M 196,476 -9,100 -4%
SS
14
Simplicity Solutions
Minnesota
$2.15M 122,048 +22,416 +22%
Citadel Advisors
15
Citadel Advisors
Florida
$1.9M 107,737 -81,146 -43%
FT
16
Fiduciary Trust
Massachusetts
$1.86M 105,476 -4,946 -4%
SFO
17
Stokes Family Office
Louisiana
$1.66M 94,570 +13,927 +17%
LPL Financial
18
LPL Financial
California
$1.44M 82,043 +10,800 +15%
ACA
19
Atlas Capital Advisors
Wyoming
$1.22M 69,507 +1,746 +3%
AF
20
Allworth Financial
California
$966K 54,876 +54,876 New
Jane Street
21
Jane Street
New York
$634K 35,996 -48,184 -57%
Bank Julius Baer & Co
22
Bank Julius Baer & Co
Switzerland
$612K 34,945 +34,945 New
CI
23
CX Institutional
Indiana
$561K 31,897 +17,500 +122%
WDL
24
Well Done LLC
Michigan
$529K 30,078 -20,411 -40%
CAN
25
Cetera Advisor Networks
California
$464K 26,371 +432 +2%
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