iShares MSCI Intl Value Factor ETF
IVLU
47 hedge funds and large institutions have $356M invested in iShares MSCI Intl Value Factor ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
44% more capital invested
Capital invested by funds: $248M → $356M (+$108M)
18% more funds holding
Funds holding: 40 → 47 (+7)
11.35% more ownership
Funds ownership: 78.17% → 89.52% (+11%)
Top Buyers
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$15.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 5 |
BlackRock
New York
|
+$10.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
51
Private Capital Group
West Hartford,
Connecticut
| – | -$26K | -1,147 | Closed |
|
|
FAAS
52
First Allied Advisory Services
San Diego,
California
| – | -$20K | -882 | Closed |
|
53
US Bancorp
Minneapolis,
Minnesota
| – | -$19K | -838 | Closed |
|
IVLU Hedge Fund Activity: Q4 2019 in Review
47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2019, worth a combined $356M — up 44% from $248M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVLU positions and 6 closed out — a net gain of 7 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $15.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.77M sold.
- 47 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2019, up from 40 in Q3 2019.
- Funds reported $356M of iShares MSCI Intl Value Factor ETF stock for Q4 2019, up 44% quarter-over-quarter.
- 13 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2019 and 6 closed out, a net change of +7 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2019 was Venturi Wealth Management, an estimated $15.4M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2019 was Susquehanna International Group, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2019.