iShares MSCI Intl Value Factor ETF
IVLU
266 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, 117 increasing their positions, 67 reducing their positions, and 10 closing their positions.
330% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 10
75% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 67
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 239 → 266 (+27)
1.83% more ownership
Funds ownership: 91.12% → 92.94% (+1.8%)
1% less capital invested
Capital invested by funds: $1.67B → $1.65B (-$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$18.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.2M |
| 4 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$12.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$20M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.87M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.53M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.77M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.76M |
IVLU Hedge Fund Activity: Q4 2024 in Review
266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2024, worth a combined $1.65B — down 1% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IVLU positions and 10 closed out — a net gain of 33 holders — while 117 added to existing stakes and 67 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $18.8M. The largest seller was Mercer Global Advisors, cutting an estimated $20M.
- 266 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2024, up from 239 in Q3 2024.
- Funds reported $1.65B of iShares MSCI Intl Value Factor ETF stock for Q4 2024, down 1% quarter-over-quarter.
- 43 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2024 and 10 closed out, a net change of +33 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $18.8M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2024.