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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

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.

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M
3
BlackRock
3
BlackRock
New York
$18.5M
4
KV
4
Kickstand Ventures
New York
$3.07M
5
OMC
5
Old Mission Capital
Illinois
$2.75M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$205M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$361M
5
Morgan Stanley
5
Morgan Stanley
New York
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$361M 14,219,231 -334,732 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$208M 8,204,260 +286,621 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$205M 8,090,647 -378,776 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M 7,568,992 -469,114 -6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$111M 4,386,824 +609,911 +16%
FWM
6
FFT Wealth Management
Pennsylvania
$51.1M 2,015,725 – –
LP
7
LGL Partners
Pennsylvania
$44.6M 1,760,584 – –
Bank of America
8
Bank of America
North Carolina
$23.5M 924,892 +13,546 +1%
WP
9
WealthSource Partners
California
$23.2M 915,699 -5,796 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$23M 908,328 -313,176 -26%
3LCM
11
3D/L Capital Management
Connecticut
$21.7M 854,112 -40,469 -5%
BlackRock
12
BlackRock
New York
$18.5M 731,099 +165,908 +29%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$17.8M 700,866 -38,060 -5%
ACM
14
Armbruster Capital Management
New York
$17.7M 698,215 +5,655 +0.8%
KCM
15
Kathmere Capital Management
Pennsylvania
$16.4M 645,146 +25,652 +4%
BSW
16
Buckingham Strategic Wealth
Missouri
$15.6M 615,666 -25,255 -4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$13M 513,828 -4,797 -0.9%
JFA
18
JNBA Financial Advisors
Minnesota
$12.8M 505,334 +15,925 +3%
ACA
19
Ackerman Capital Advisors
Texas
$11.9M 467,615 -26,493 -5%
HPA
20
High Probability Advisors
New York
$11.2M 442,458 +7,706 +2%
SFA
21
Sequoia Financial Advisors
Ohio
$10.9M 431,331 +2,080 +0.5%
OWA
22
One Wealth Advisors
California
$9.12M 359,558 +4,048 +1%
HIP
23
HUB Investment Partners
Texas
$9.07M 357,695 +18,240 +5%
MWM
24
Merriman Wealth Management
Washington
$8.99M 354,307 +92,475 +35%
ACA
25
Atlas Capital Advisors
Wyoming
$8.78M 346,237 -26,588 -7%
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