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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in iShares MSCI Intl Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
84
Reduced
86
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$13.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$404M
3
SA
3
Sanctuary Advisors
Indiana
$3.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.02M
5
AIA
5
Angeles Investment Advisors
California
$3.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$171M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$181M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
LWL
4
Leo Wealth LLC
Texas
$591K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$404M 14,730,969 +186,057 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$234M 8,525,828 -28,541 -0.3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$181M 6,603,372 -453,007 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$171M 6,215,462 -548,828 -8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$92.6M 3,375,972 -310,180 -8%
FIM
6
Freedom Investment Management
Connecticut
$22M 801,825 +1,433 +0.2%
Bank of America
7
Bank of America
North Carolina
$21.5M 781,762 -54,967 -7%
KCM
8
Kathmere Capital Management
Pennsylvania
$20.2M 736,762 +50,779 +7%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$19.9M 723,886 +13,457 +2%
ACM
10
Armbruster Capital Management
New York
$19.6M 712,510 +6,846 +1%
BSW
11
Buckingham Strategic Wealth
Missouri
$18.3M 668,393 -13,154 -2%
Morgan Stanley
12
Morgan Stanley
New York
$15.2M 554,006 +32,829 +6%
OIA
13
OneDigital Investment Advisors
Kansas
$13.1M 477,169 +434,858 +1,028%
HPA
14
High Probability Advisors
New York
$12.4M 453,446 +7,734 +2%
BlackRock
15
BlackRock
New York
$12.2M 445,479 +5,149 +1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$12.2M 443,932 -25,614 -5%
HIP
17
HUB Investment Partners
Texas
$11.7M 425,828 +27,993 +7%
ACA
18
Ackerman Capital Advisors
Texas
$11.6M 422,731 -6,475 -2%
JFA
19
JNBA Financial Advisors
Minnesota
$11.3M 411,237 -74,310 -15%
PL
20
Plancorp LLC
Missouri
$10M 365,339 +2,503 +0.7%
ACA
21
Atlas Capital Advisors
Wyoming
$9.46M 344,677 -60,226 -15%
FG
22
Foster Group
Iowa
$9.38M 341,872 +21,788 +7%
IWMWV
23
Ironwood Wealth Management (West Virginia)
West Virginia
$8.22M 289,164 +2,603 +0.9%
PW
24
Peninsula Wealth
California
$7.75M 270,845 +11,939 +5%
OWA
25
One Wealth Advisors
California
$7.67M 282,825 -16,384 -5%
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