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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

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.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
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
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$176M
2
Jane Street
2
Jane Street
New York
$41.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$13.8M
4
LB
4
Leo Brokerage
Texas
$6.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$262M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$4.03M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$270M
5
FT
5
Fiduciary Trust
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$341M 13,763,363 +71,295 +0.5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$270M 10,874,959 -383,815 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$262M 10,561,663 -1,044,067 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$176M 7,099,969 +1,227,763 +21%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.2M 3,356,438 +9,557 +0.3%
FWM
6
FFT Wealth Management
Pennsylvania
$47.1M 1,900,568 +6,311 +0.3%
LP
7
LGL Partners
Pennsylvania
$42.6M 1,717,251 – –
Jane Street
8
Jane Street
New York
$41.5M 1,674,263 +898,210 +116%
Bank of America
9
Bank of America
North Carolina
$38M 1,534,717 -1,336,692 -47%
Morgan Stanley
10
Morgan Stanley
New York
$34.7M 1,399,034 +222,747 +19%
3LCM
11
3D/L Capital Management
Connecticut
$26.4M 1,063,763 -23,909 -2%
WP
12
WealthSource Partners
California
$22.2M 895,557 -7,417 -0.8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$18.4M 742,847 -12,046 -2%
ACM
14
Armbruster Capital Management
New York
$17.1M 688,712 -1,432 -0.2%
KCM
15
Kathmere Capital Management
Pennsylvania
$15.1M 607,876 -849 -0.1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$13.8M 553,653 +258,457 +88%
BSW
17
Buckingham Strategic Wealth
Missouri
$13.6M 586,124 – –
TAIM
18
TD Ameritrade Investment Management
Nebraska
$13.5M 545,651 -180,494 -25%
IWC
19
Integrated Wealth Concepts
Massachusetts
$12.4M 501,774 +21,073 +4%
ACA
20
Ackerman Capital Advisors
Texas
$12.3M 495,809 -14,088 -3%
JFA
21
JNBA Financial Advisors
Minnesota
$11.6M 469,401 +15,065 +3%
HPA
22
High Probability Advisors
New York
$10.5M 422,425 +37,220 +10%
PL
23
Plancorp LLC
Missouri
$8.87M 357,716 -23,673 -6%
OWA
24
One Wealth Advisors
California
$8.25M 332,777 -13,808 -4%
ACA
25
Atlas Capital Advisors
Wyoming
$8.06M 325,036 +21,625 +7%
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