iShares MSCI Intl Value Factor ETF
IVLU
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.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more funds holding
Funds holding: 231 → 239 (+8)
4% more capital invested
Capital invested by funds: $1.61B → $1.67B (+$59.2M)
3.32% less ownership
Funds ownership: 94.44% → 91.12% (-3.3%)
11% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 84
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$19.6M |
| 2 |
JP Morgan Chase
New York
|
+$11.4M |
| 3 |
SAI
Savvy Advisors Inc
New York
|
+$7.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.42M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
+$5.07M |
Top Sellers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$38.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.9M |
| 3 |
BlackRock
New York
|
-$5.2M |
| 4 |
Jane Street
New York
|
-$5.11M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.25M |
IVLU Hedge Fund Activity: Q3 2024 in Review
239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2024, worth a combined $1.67B — up 3.7% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IVLU positions and 18 closed out — a net gain of 11 holders — while 75 added to existing stakes and 84 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $19.6M. The largest seller was Mercer Global Advisors, cutting an estimated $38.4M.
- 239 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2024, up from 231 in Q2 2024.
- Funds reported $1.67B of iShares MSCI Intl Value Factor ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
- 29 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $19.6M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $38.4M sold.
Based on aggregated 13F filings for Q3 2024.