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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$37.5M
2
FIM
2
Freedom Investment Management
Connecticut
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$385M
4
LWL
4
Leo Wealth LLC
Texas
$7.28M
5
FF
5
Farrow Financial
Vermont
$6.8M

Top Sellers

1
LP
1
LGL Partners
Pennsylvania
$4.61M
2
FWM
2
FFT Wealth Management
Pennsylvania
$11.8M
3
3LCM
3
3D/L Capital Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$99M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$385M 14,533,146 +313,915 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$218M 8,232,933 +28,673 +0.3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$201M 7,599,514 -491,133 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$189M 7,113,785 -455,207 -6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$99M 3,735,834 -650,990 -15%
SFA
6
Sequoia Financial Advisors
Ohio
$37.5M 1,415,130 +983,799 +228%
Morgan Stanley
7
Morgan Stanley
New York
$27.3M 1,028,728 +120,400 +13%
WP
8
WealthSource Partners
California
$23.4M 882,009 -33,690 -4%
Bank of America
9
Bank of America
North Carolina
$22.5M 847,239 -77,653 -8%
FIM
10
Freedom Investment Management
Connecticut
$22.1M 833,147 +833,147 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18.7M 706,214 +5,348 +0.8%
ACM
12
Armbruster Capital Management
New York
$18.7M 705,765 +7,550 +1%
BSW
13
Buckingham Strategic Wealth
Missouri
$18.3M 688,611 +72,945 +12%
KCM
14
Kathmere Capital Management
Pennsylvania
$17.5M 658,645 +13,499 +2%
JFA
15
JNBA Financial Advisors
Minnesota
$13.8M 521,214 +15,880 +3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$12.7M 480,152 -33,676 -7%
BlackRock
17
BlackRock
New York
$12.5M 471,564 -259,535 -35%
FWM
18
FFT Wealth Management
Pennsylvania
$11.8M 443,344 -1,572,381 -78%
ACA
19
Ackerman Capital Advisors
Texas
$11.5M 431,972 -35,643 -8%
HPA
20
High Probability Advisors
New York
$11.4M 431,338 -11,120 -3%
HIP
21
HUB Investment Partners
Texas
$10.3M 387,627 +29,932 +8%
PL
22
Plancorp LLC
Missouri
$9.83M 370,712 +28,179 +8%
ACA
23
Atlas Capital Advisors
Wyoming
$9.12M 344,184 -2,053 -0.6%
OWA
24
One Wealth Advisors
California
$8.6M 324,591 -34,967 -10%
IWMWV
25
Ironwood Wealth Management (West Virginia)
West Virginia
$7.58M 285,901 -249 -0.1%
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