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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

265 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 10 closing their positions.

Holders
265
Holders Change
+26
Holders Change %
+10.88%
% of All Funds
3.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
43
Increased
116
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$15.5M
4
TPI
4
Trust Point Inc
Wisconsin
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$243M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$123M
2
Bank of America
2
Bank of America
North Carolina
$19.8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$15.2M
4
HCA
4
Heck Capital Advisors
Wisconsin
$1.04M
5
CAI
5
Capital Advisors Inc
Oklahoma
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$405M 14,927,132 +172,270 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$243M 8,967,613 +370,365 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$141M 5,219,190 +304,290 +6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$123M 4,543,207 -708,690 -13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$120M 4,443,196 +666,432 +18%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$24.6M 906,037 +661,194 +270%
FIM
7
Freedom Investment Management
Connecticut
$22.7M 836,211 -3,083 -0.4%
KCM
8
Kathmere Capital Management
Pennsylvania
$21.8M 803,824 +38,908 +5%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$20.9M 770,413 +80,579 +12%
Bank of America
10
Bank of America
North Carolina
$19.8M 728,677 -243,810 -25%
ACM
11
Armbruster Capital Management
New York
$18.4M 676,969 +13,421 +2%
UBS Group
12
UBS Group
Switzerland
$15.5M 571,844 +470,125 +462%
TPI
13
Trust Point Inc
Wisconsin
$15.3M 563,695 +453,599 +412%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15.2M 559,672 -160,812 -22%
KW
15
KWB Wealth
California
$14.9M 503,850 +325,390 +182%
SAI
16
Savvy Advisors Inc
New York
$13.9M 513,185 +127,106 +33%
Morgan Stanley
17
Morgan Stanley
New York
$13.7M 503,974 -56,479 -10%
PW
18
Peninsula Wealth
California
$13.6M 500,695 +205,659 +70%
LPL Financial
19
LPL Financial
California
$12.8M 473,239 +248,707 +111%
OIA
20
OneDigital Investment Advisors
Kansas
$11.9M 438,110 -19,908 -4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$11.9M 437,815 +1,370 +0.3%
HPA
22
High Probability Advisors
New York
$11.8M 433,961 -6,639 -2%
HIP
23
HUB Investment Partners
Texas
$11.3M 418,645 -38,477 -8%
ACA
24
Ackerman Capital Advisors
Texas
$11.2M 411,898 -3,046 -0.7%
FG
25
Foster Group
Iowa
$11.1M 410,637 +44,882 +12%
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