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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

239 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 18 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
75
Reduced
84
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
SAI
3
Savvy Advisors Inc
New York
$11.4M
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
KW
5
KWB Wealth
California
$4.9M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$145M
3
BlackRock
3
BlackRock
New York
$7.75M
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$436M 14,754,862 +23,893 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$254M 8,597,248 +71,420 +0.8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$154M 5,251,897 -1,351,475 -20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$145M 4,914,900 -1,300,562 -21%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$112M 3,776,764 +400,792 +12%
Bank of America
6
Bank of America
North Carolina
$28.7M 972,487 +190,725 +24%
FIM
7
Freedom Investment Management
Connecticut
$24.8M 839,294 +37,469 +5%
KCM
8
Kathmere Capital Management
Pennsylvania
$22.6M 764,916 +28,154 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.3M 720,484 -3,402 -0.5%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$20.4M 689,834 +689,834 New
ACM
11
Armbruster Capital Management
New York
$19.6M 663,548 -48,962 -7%
Morgan Stanley
12
Morgan Stanley
New York
$16.6M 560,453 +6,447 +1%
OIA
13
OneDigital Investment Advisors
Kansas
$13.5M 458,018 -19,151 -4%
HIP
14
HUB Investment Partners
Texas
$13.5M 457,122 +31,294 +7%
HPA
15
High Probability Advisors
New York
$13M 440,600 -12,846 -3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$12.9M 436,445 -7,487 -2%
ACA
17
Ackerman Capital Advisors
Texas
$12.3M 414,944 -7,787 -2%
SAI
18
Savvy Advisors Inc
New York
$11.4M 386,079 +267,655 +226%
JFA
19
JNBA Financial Advisors
Minnesota
$11M 372,510 -38,727 -9%
FG
20
Foster Group
Iowa
$10.8M 365,755 +23,883 +7%
PL
21
Plancorp LLC
Missouri
$10.8M 364,040 -1,299 -0.4%
ACA
22
Atlas Capital Advisors
Wyoming
$9.57M 324,110 -20,567 -6%
PW
23
Peninsula Wealth
California
$8.51M 295,036 +24,191 +9%
IWMWV
24
Ironwood Wealth Management (West Virginia)
West Virginia
$8.45M 288,708 -456 -0.2%
OWA
25
One Wealth Advisors
California
$8.31M 281,466 -1,359 -0.5%
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