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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
70
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$202M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
SFA
3
Sequoia Financial Advisors
Ohio
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.1M
5
BlackRock
5
BlackRock
New York
$14.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$23.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$370M 14,553,963 +790,600 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$216M 8,469,423 -2,405,536 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$205M 8,038,106 -2,523,557 -24%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$202M 7,917,639 +817,670 +12%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$96.1M 3,776,913 +420,475 +13%
FWM
6
FFT Wealth Management
Pennsylvania
$51.3M 2,015,725 +115,157 +6%
LP
7
LGL Partners
Pennsylvania
$44.8M 1,760,584 +43,333 +3%
Morgan Stanley
8
Morgan Stanley
New York
$31.1M 1,221,504 -177,530 -13%
WP
9
WealthSource Partners
California
$23.5M 921,495 +25,938 +3%
Bank of America
10
Bank of America
North Carolina
$23.2M 911,346 -623,371 -41%
3LCM
11
3D/L Capital Management
Connecticut
$22.8M 894,581 -169,182 -16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.8M 738,926 -3,921 -0.5%
ACM
13
Armbruster Capital Management
New York
$17.6M 692,560 +3,848 +0.6%
BSW
14
Buckingham Strategic Wealth
Missouri
$16.3M 640,921 +54,797 +9%
KCM
15
Kathmere Capital Management
Pennsylvania
$15.8M 619,494 +11,618 +2%
BlackRock
16
BlackRock
New York
$14.4M 565,191 +265,539 +89%
IWC
17
Integrated Wealth Concepts
Massachusetts
$13.2M 518,625 +16,851 +3%
ACA
18
Ackerman Capital Advisors
Texas
$12.6M 494,108 -1,701 -0.3%
JFA
19
JNBA Financial Advisors
Minnesota
$12.5M 489,409 +20,008 +4%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$11.8M 464,729 -80,922 -15%
HPA
21
High Probability Advisors
New York
$11.1M 434,752 +12,327 +3%
SFA
22
Sequoia Financial Advisors
Ohio
$10.9M 429,251 +429,251 New
ACA
23
Atlas Capital Advisors
Wyoming
$9.49M 372,825 +47,789 +15%
OWA
24
One Wealth Advisors
California
$9.05M 355,510 +22,733 +7%
PL
25
Plancorp LLC
Missouri
$8.83M 347,016 -10,700 -3%
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