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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
56
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$231M
2
LP
2
LGL Partners
Pennsylvania
$23.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$237M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303M
5
IDA
5
Intelligence Driven Advisers
California
$11.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$31.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.88M
4
Bank of America
4
Bank of America
North Carolina
$57.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$303M 11,906,505 +499,367 +4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$237M 9,301,711 +852,666 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$231M 9,095,701 +1,116,830 +14%
Bank of America
4
Bank of America
North Carolina
$57.4M 2,256,800 -137,779 -6%
ZCA
5
Zeke Capital Advisors
Pennsylvania
$38.2M 1,501,151 -423 -0%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$31.4M 1,235,880 -393,579 -24%
FWM
7
FFT Wealth Management
Pennsylvania
$30.6M 1,201,065 +35,483 +3%
MWM
8
Merriman Wealth Management
Washington
$27.1M 1,065,729 +375,604 +54%
LP
9
LGL Partners
Pennsylvania
$23.7M 930,247 +930,247 New
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$20.4M 802,482 +186,772 +30%
AIA
11
Angeles Investment Advisors
California
$19.5M 764,830 +39,433 +5%
KCM
12
Kathmere Capital Management
Pennsylvania
$16.8M 658,628 +25,991 +4%
5L
13
55I LLC
Massachusetts
$16.6M 650,632 +386,194 +146%
ST
14
Sentinel Trust
Texas
$15M 588,322 – –
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$14.7M 578,561 +21,793 +4%
ACM
16
Armbruster Capital Management
New York
$14.3M 560,807 -13,791 -2%
3LCM
17
3D/L Capital Management
Connecticut
$13.9M 548,037 +10,726 +2%
Morgan Stanley
18
Morgan Stanley
New York
$11.5M 452,074 +81,392 +22%
IDA
19
Intelligence Driven Advisers
California
$11.4M 437,181 +437,181 New
SCM
20
SCS Capital Management
Massachusetts
$11.3M 444,966 -59,508 -12%
BlackRock
21
BlackRock
New York
$10.1M 395,969 +370,601 +1,461%
HPA
22
High Probability Advisors
New York
$7.8M 306,533 +27,653 +10%
HIP
23
HUB Investment Partners
Texas
$6.76M 265,720 +10,833 +4%
CAI
24
Capital Advisors Inc
Oklahoma
$6.01M 236,293 -10,115 -4%
IWMWV
25
Ironwood Wealth Management (West Virginia)
West Virginia
$5.65M 221,914 +1,684 +0.8%
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