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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

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.

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.08%
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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$77.5M
2
Jane Street
2
Jane Street
New York
$18M
3
ACA
3
Ackerman Capital Advisors
Texas
$11.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$317M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
ST
2
Sentinel Trust
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M
4
RVPG
4
Relative Value Partners Group
$0
5
IDA
5
Intelligence Driven Advisers
California
$948K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$317M 13,692,068 +509,323 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$269M 11,605,730 +106,841 +0.9%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$261M 11,258,774 -490,450 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$136M 5,872,206 -1,535,641 -21%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$77.5M 3,346,881 +3,319,404 +12,081%
Bank of America
6
Bank of America
North Carolina
$66.5M 2,871,409 +227,663 +9%
FWM
7
FFT Wealth Management
Pennsylvania
$43.9M 1,894,257 +24,315 +1%
LP
8
LGL Partners
Pennsylvania
$39.8M 1,717,251 +22,044 +1%
ZCA
9
Zeke Capital Advisors
Pennsylvania
$31.7M 1,366,356 +33,752 +3%
Morgan Stanley
10
Morgan Stanley
New York
$27.3M 1,176,287 +420,759 +56%
3LCM
11
3D/L Capital Management
Connecticut
$25.2M 1,087,672 +29,208 +3%
WP
12
WealthSource Partners
California
$20.9M 902,974 -52,574 -6%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$18.7M 805,722 -29,046 -3%
Jane Street
14
Jane Street
New York
$18M 776,053 +608,056 +362%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.5M 754,893 -6,364 -0.8%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$16.8M 726,145 -182,814 -20%
ACM
17
Armbruster Capital Management
New York
$16M 690,144 +6,735 +1%
KCM
18
Kathmere Capital Management
Pennsylvania
$14.1M 608,725 +24,176 +4%
BSW
19
Buckingham Strategic Wealth
Missouri
$13.6M 586,124 +28,298 +5%
ACA
20
Ackerman Capital Advisors
Texas
$11.8M 509,897 +509,897 New
MWM
21
Merriman Wealth Management
Washington
$11.2M 484,774 +133,658 +38%
IWC
22
Integrated Wealth Concepts
Massachusetts
$11.1M 480,701 +22 +0%
JFA
23
JNBA Financial Advisors
Minnesota
$10.5M 454,336 -8,907 -2%
HPA
24
High Probability Advisors
New York
$8.93M 385,205 -49,215 -11%
PL
25
Plancorp LLC
Missouri
$8.84M 381,389 -19,873 -5%
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