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iShares MSCI Intl Value Factor ETF
IVLU

34 hedge funds and large institutions have $226M invested in iShares MSCI Intl Value Factor ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $186M → $226M (+$40M)

17% more funds holding

Funds holding: 29 → 34 (+5)

9.84% more ownership

Funds ownership: 60.84% → 70.68% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
16
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M
3
Bank of America
Bank of America
North Carolina
+$10.9M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.43M
5
CAI
Capital Advisors Inc
Oklahoma
+$4M

Top Sellers

1
3AM
3D Asset Management
Connecticut
-$937K
2
DSA
Droms Strauss Advisors
Missouri
-$260K
3
WDL
Well Done LLC
Michigan
-$116K
4
X
Xponance
Pennsylvania
-$97.4K
5
JP Morgan Chase
JP Morgan Chase
New York
-$26K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$81K +$82.6K +3,519 New
WCG
27
Weaver Consulting Group
California
$76K – – –
US Bancorp
28
US Bancorp
Minnesota
$19K +$19.7K +838 New
VCM
29
Versant Capital Management
Arizona
$10K +$70 +3 +0.6%
AssetMark Inc
30
AssetMark Inc
California
$6K +$5.68K +242 New
SCA
31
Stonebridge Capital Advisors
Minnesota
$6K +$6.12K +261 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Morgan Stanley
33
Morgan Stanley
New York
$4K +$3.8K +162 New
AG
34
Advisor Group
Arizona
$2K +$47 +2 +2%
JP Morgan Chase
35
JP Morgan Chase
New York
– -$26K -1,100 Closed
RFC
36
Regions Financial Corp
Alabama
– -$2K -100 Closed
1
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