We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$52.9M)

0% more funds holding

Funds holding: 191191 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.81% less ownership

Funds ownership: 107.67%105.87% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
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
$341M +$1.75M +71,295 +0.5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$270M -$9.43M -383,815 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$262M -$25.6M -1,044,067 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$176M +$30.2M +1,227,763 +21%
JP Morgan Chase
5
JP Morgan Chase
New York
$83.2M +$235K +9,557 +0.3%
FWM
6
FFT Wealth Management
Pennsylvania
$47.1M +$155K +6,311 +0.3%
LP
7
LGL Partners
Pennsylvania
$42.6M
Jane Street
8
Jane Street
New York
$41.5M +$22.1M +898,210 +116%
Bank of America
9
Bank of America
North Carolina
$38M -$32.8M -1,336,692 -47%
Morgan Stanley
10
Morgan Stanley
New York
$34.7M +$5.47M +222,747 +19%
3LCM
11
3D/L Capital Management
Connecticut
$26.4M -$587K -23,909 -2%
WP
12
WealthSource Partners
California
$22.2M -$182K -7,417 -0.8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$18.4M -$296K -12,046 -2%
ACM
14
Armbruster Capital Management
New York
$17.1M -$35.2K -1,432 -0.2%
KCM
15
Kathmere Capital Management
Pennsylvania
$15.1M -$20.9K -849 -0.1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$13.8M +$6.35M +258,457 +88%
BSW
17
Buckingham Strategic Wealth
Missouri
$13.6M
TAIM
18
TD Ameritrade Investment Management
Nebraska
$13.5M -$4.43M -180,494 -25%
IWC
19
Integrated Wealth Concepts
Massachusetts
$12.4M +$518K +21,073 +4%
ACA
20
Ackerman Capital Advisors
Texas
$12.3M -$346K -14,088 -3%
JFA
21
JNBA Financial Advisors
Minnesota
$11.6M +$370K +15,065 +3%
HPA
22
High Probability Advisors
New York
$10.5M +$914K +37,220 +10%
PL
23
Plancorp LLC
Missouri
$8.87M -$581K -23,673 -6%
OWA
24
One Wealth Advisors
California
$8.25M -$339K -13,808 -4%
ACA
25
Atlas Capital Advisors
Wyoming
$8.06M +$531K +21,625 +7%