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iShares MSCI Intl Value Factor ETF
IVLU

33 hedge funds and large institutions have $160M invested in iShares MSCI Intl Value Factor ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

56% more capital invested

Capital invested by funds: $103M → $160M (+$57.4M)

27% more funds holding

Funds holding: 26 → 33 (+7)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

16.77% more ownership

Funds ownership: 39.91% → 56.68% (+17%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
13
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$19.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.6M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$9.41M
4
FTUS
Flow Traders U.S.
New York
+$7.09M
5
3AM
3D Asset Management
Connecticut
+$5.88M

Top Sellers

1
WDL
Well Done LLC
Michigan
-$3.44M
2
CAI
Capital Advisors Inc
Oklahoma
-$1.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$450K
4
UBS Group
UBS Group
Switzerland
-$419K
5
PPA
Parametric Portfolio Associates
Washington
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
CX Institutional
Indiana
$80K -$7.03K -298 -7%
RFC
27
Regions Financial Corp
Alabama
$79K – – –
IA
28
IFP Advisors
Florida
$62K -$31K -1,312 -32%
AIC
29
Ameritas Investment Company
Nebraska
$32K +$34.2K +1,451 New
JP Morgan Chase
30
JP Morgan Chase
New York
$24K – – –
VCM
31
Versant Capital Management
Arizona
$10K -$5.17K -219 -32%
PCIA
32
Prime Capital Investment Advisors
Kansas
$3K +$3.63K +154 New
AG
33
Advisor Group
Arizona
$2K +$24 +1 +1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
– -$450K -17,694 Closed
PPA
35
Parametric Portfolio Associates
Washington
– -$299K -11,759 Closed
AI
36
Atria Investments
North Carolina
– -$230K -9,037 Closed
SC
37
Scotia Capital
Ontario, Canada
– -$202K -7,946 Closed
Morgan Stanley
38
Morgan Stanley
New York
– -$108K -4,263 Closed
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