We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

18% more funds holding

Funds holding: 162191 (+29)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$252M)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.38% less ownership

Funds ownership: 109.06%107.67% (-1.4%)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$317M +$11.2M +509,323 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$269M +$2.36M +106,841 +0.9%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M -$10.8M -490,450 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$136M -$33.9M -1,535,641 -21%
JP Morgan Chase
5
JP Morgan Chase
New York
$77.5M +$73.2M +3,319,404 +12,081%
Bank of America
6
Bank of America
North Carolina
$66.5M +$5.02M +227,663 +9%
FWM
7
FFT Wealth Management
Pennsylvania
$43.9M +$536K +24,315 +1%
LP
8
LGL Partners
Pennsylvania
$39.8M +$486K +22,044 +1%
ZCA
9
Zeke Capital Advisors
Pennsylvania
$31.7M +$744K +33,752 +3%
Morgan Stanley
10
Morgan Stanley
New York
$27.3M +$9.28M +420,759 +56%
3LCM
11
3D/L Capital Management
Connecticut
$25.2M +$644K +29,208 +3%
WP
12
WealthSource Partners
California
$20.9M -$1.16M -52,574 -6%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$18.7M -$641K -29,046 -3%
Jane Street
14
Jane Street
New York
$18M +$13.4M +608,056 +362%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.5M -$140K -6,364 -0.8%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$16.8M -$4.03M -182,814 -20%
ACM
17
Armbruster Capital Management
New York
$16M +$149K +6,735 +1%
KCM
18
Kathmere Capital Management
Pennsylvania
$14.1M +$533K +24,176 +4%
BSW
19
Buckingham Strategic Wealth
Missouri
$13.6M +$624K +28,298 +5%
ACA
20
Ackerman Capital Advisors
Texas
$11.8M +$11.2M +509,897 New
MWM
21
Merriman Wealth Management
Washington
$11.2M +$2.95M +133,658 +38%
IWC
22
Integrated Wealth Concepts
Massachusetts
$11.1M +$485 +22 +0%
JFA
23
JNBA Financial Advisors
Minnesota
$10.5M -$196K -8,907 -2%
HPA
24
High Probability Advisors
New York
$8.93M -$1.09M -49,215 -11%
PL
25
Plancorp LLC
Missouri
$8.84M -$438K -19,873 -5%