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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$241M
2
ACA
2
Aptus Capital Advisors
Alabama
$6.31M
3
OMC
3
Old Mission Capital
Illinois
$5.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.09M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.03M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$3.11M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$199M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
FWM
4
FFT Wealth Management
Pennsylvania
$647K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$411M 14,544,912 +11,766 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$241M 8,554,369 +321,436 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$199M 7,056,379 -543,135 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$191M 6,764,290 -349,495 -5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$104M 3,686,152 -49,682 -1%
Bank of America
6
Bank of America
North Carolina
$23.6M 836,729 -10,510 -1%
FIM
7
Freedom Investment Management
Connecticut
$22.6M 800,392 -32,755 -4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$20.1M 710,429 +4,215 +0.6%
ACM
9
Armbruster Capital Management
New York
$19.9M 705,664 -101 -0%
KCM
10
Kathmere Capital Management
Pennsylvania
$19.4M 685,983 +27,338 +4%
BSW
11
Buckingham Strategic Wealth
Missouri
$19.2M 681,547 -7,064 -1%
Morgan Stanley
12
Morgan Stanley
New York
$14.7M 521,177 -507,551 -49%
JFA
13
JNBA Financial Advisors
Minnesota
$13.7M 485,547 -35,667 -7%
IWC
14
Integrated Wealth Concepts
Massachusetts
$13.3M 469,546 -10,606 -2%
HPA
15
High Probability Advisors
New York
$12.6M 445,712 +14,374 +3%
BlackRock
16
BlackRock
New York
$12.4M 440,330 -31,234 -7%
ACA
17
Ackerman Capital Advisors
Texas
$12.1M 429,206 -2,766 -0.6%
ACA
18
Atlas Capital Advisors
Wyoming
$11.4M 404,903 +60,719 +18%
HIP
19
HUB Investment Partners
Texas
$11.2M 397,835 +10,208 +3%
PL
20
Plancorp LLC
Missouri
$10.2M 362,836 -7,876 -2%
UBS Group
21
UBS Group
Switzerland
$9.6M 339,992 +54,026 +19%
FG
22
Foster Group
Iowa
$9.04M 320,084 +80,926 +34%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$9.02M 319,635 +77,076 +32%
OWA
24
One Wealth Advisors
California
$8.45M 299,209 -25,382 -8%
IWMWV
25
Ironwood Wealth Management (West Virginia)
West Virginia
$8.04M 286,561 +660 +0.2%
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