We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 53

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2% more funds holding

Funds holding: 196200 (+4)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $1.69B → $1.67B (-$25.6M)

1.89% less ownership

Funds ownership: 100.7%98.82% (-1.9%)

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
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
$361M -$8.61M -334,732 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M +$7.38M +286,621 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$205M -$9.75M -378,776 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M -$12.1M -469,114 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$111M +$15.7M +609,911 +16%
FWM
6
FFT Wealth Management
Pennsylvania
$51.1M
LP
7
LGL Partners
Pennsylvania
$44.6M
Bank of America
8
Bank of America
North Carolina
$23.5M +$349K +13,546 +1%
WP
9
WealthSource Partners
California
$23.2M -$149K -5,796 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$23M -$8.06M -313,176 -26%
3LCM
11
3D/L Capital Management
Connecticut
$21.7M -$1.04M -40,469 -5%
BlackRock
12
BlackRock
New York
$18.5M +$4.27M +165,908 +29%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$17.8M -$979K -38,060 -5%
ACM
14
Armbruster Capital Management
New York
$17.7M +$146K +5,655 +0.8%
KCM
15
Kathmere Capital Management
Pennsylvania
$16.4M +$660K +25,652 +4%
BSW
16
Buckingham Strategic Wealth
Missouri
$15.6M -$650K -25,255 -4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$13M -$123K -4,797 -0.9%
JFA
18
JNBA Financial Advisors
Minnesota
$12.8M +$410K +15,925 +3%
ACA
19
Ackerman Capital Advisors
Texas
$11.9M -$682K -26,493 -5%
HPA
20
High Probability Advisors
New York
$11.2M +$198K +7,706 +2%
SFA
21
Sequoia Financial Advisors
Ohio
$10.9M +$53.5K +2,080 +0.5%
OWA
22
One Wealth Advisors
California
$9.12M +$104K +4,048 +1%
HIP
23
HUB Investment Partners
Texas
$9.07M +$469K +18,240 +5%
MWM
24
Merriman Wealth Management
Washington
$8.99M +$2.38M +92,475 +35%
ACA
25
Atlas Capital Advisors
Wyoming
$8.78M -$684K -26,588 -7%