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iShares MSCI Intl Value Factor ETF

158 hedge funds and large institutions have $1.44B invested in iShares MSCI Intl Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

27% more funds holding

Funds holding: 124158 (+34)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$167M)

2.29% less ownership

Funds ownership: 109.14%106.85% (-2.3%)

Holders
158
Holders Change
+34
Holders Change %
+27.42%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
51
Increased
57
Reduced
34
Closed
12
Calls
$307K
Puts
Net Calls
+$307K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$2.06M +$1.2M +46,359 +135%
WA
52
Wealth Alliance
New York
$2.01M +$1.27M +49,257 +165%
CW
53
CreativeOne Wealth
Kansas
$1.92M +$1.95M +75,399 New
HWM
54
Hemington Wealth Management
Virginia
$1.78M +$135K +5,207 +8%
SS
55
Simplicity Solutions
Minnesota
$1.77M +$166K +6,422 +10%
RWI
56
Red Wave Investments
Pennsylvania
$1.75M
WAL
57
W Advisors LLC
Tennessee
$1.71M +$1.09M +41,969 +167%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$1.69M +$1.72M +66,433 New
FPAS
59
Focus Partners Advisor Solutions
Missouri
$1.64M -$128K -4,940 -7%
AHC
60
Anderson Hoagland & Co
Missouri
$1.6M +$1.63M +62,809 New
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$1.57M +$1.21M +46,594 +312%
GSC
62
G&S Capital
Colorado
$1.55M +$820K +31,675 +108%
AF
63
Allworth Financial
California
$1.33M +$28.9K +1,115 +2%
UBS AM
64
UBS AM
Illinois
$1.33M -$102K -3,930 -7%
Creative Planning
65
Creative Planning
Kansas
$1.28M +$1.3M +50,243 New
CWS
66
Cypress Wealth Services
California
$1.24M +$369K +14,247 +41%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$1.22M -$279K -10,782 -18%
JWA
68
JFS Wealth Advisors
Pennsylvania
$1.17M
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.14M -$58.1K -2,246 -5%
JCIA
70
Jackson Creek Investment Advisors
Colorado
$1.01M +$1.03M +39,712 New
TLFA
71
True Link Financial Advisors
California
$946K +$521K +20,142 +118%
SFO
72
Stokes Family Office
Louisiana
$936K +$86.3K +3,336 +10%
WDL
73
Well Done LLC
Michigan
$908K +$336K +12,973 +57%
CAAM
74
Cornerstone Advisors Asset Management
Pennsylvania
$902K +$917K +35,433 New
UB
75
UMB Bank
Missouri
$899K +$914K +35,308 New

IVLU Hedge Fund Activity: Q1 2022 in Review

158 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2022, worth a combined $1.44B — up 13% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IVLU positions and 12 closed out — a net gain of 39 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $21.2M. The largest seller was Angeles Investment Advisors, cutting an estimated $19M.

  • 158 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2022, up from 124 in Q4 2021.
  • Funds reported $1.44B of iShares MSCI Intl Value Factor ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2022 and 12 closed out, a net change of +39 holders.
  • The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2022 was Bank of America, an estimated $21.2M added.
  • The largest iShares MSCI Intl Value Factor ETF seller in Q1 2022 was Angeles Investment Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2022.