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iShares MSCI Intl Value Factor ETF
IVLU

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: 124 → 158 (+34)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$21.2M
2
5L
55I LLC
Massachusetts
+$20.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$12.8M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$19M
2
MWM
Merriman Wealth Management
Washington
-$12.5M
3
PAS
Park Avenue Securities
New York
-$2.73M
4
CAI
Capital Advisors Inc
Oklahoma
-$1.98M
5
IDA
Intelligence Driven Advisers
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
101
Bison Wealth
Georgia
$395K -$18K -697 -4%
D
102
Dentgroup
Louisiana
$393K +$400K +15,449 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$390K +$1.58K +61 +0.4%
CPIG
104
Chicago Partners Investment Group
Illinois
$387K – – –
CFO
105
Collective Family Office
Pennsylvania
$377K +$14.2K +550 +4%
EWA
106
EverSource Wealth Advisors
Alabama
$377K +$352K +13,605 +1,130%
CAN
107
Cetera Advisor Networks
California
$375K -$281K -10,872 -42%
NL
108
NWAM LLC
Washington
$375K +$381K +14,729 New
Mariner
109
Mariner
Kansas
$339K +$345K +13,328 New
CA
110
CGN Advisors
Kansas
$326K +$107K +4,128 +48%
OAP
111
One Advisory Partners
Kansas
$321K +$326K +12,608 New
TA
112
TKG Advisors
Indiana
$315K +$320K +12,381 New
HCA
113
Heck Capital Advisors
Wisconsin
$314K +$319K +12,330 New
HFA
114
High Falls Advisors
New York
$291K +$296K +11,443 New
RJFSA
115
Raymond James Financial Services Advisors
Florida
$278K +$58.8K +2,273 +26%
MML Investors Services
116
MML Investors Services
Massachusetts
$239K -$92.7K -3,582 -28%
SFS
117
Security Financial Services
Indiana
$236K +$240K +9,259 New
Ameriprise
118
Ameriprise
Minnesota
$234K +$238K +9,208 New
DWP
119
Destiny Wealth Partners
Florida
$230K +$233K +9,024 New
WANY
120
Wealthspire Advisors (New York)
New York
$229K +$233K +9,000 New
DCM
121
Donaldson Capital Management
Indiana
$225K – – –
GM
122
GeoWealth Management
Illinois
$215K +$216K +8,363 New
AWM
123
Accurate Wealth Management
Florida
$213K +$217K +8,375 New
RHBC
124
R.H. Bluestein & Co
Michigan
$210K +$213K +8,240 New
FT
125
Fiduciary Trust
Massachusetts
$204K – – –
3 4
5
6 7

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.