We are live on ! Find out more
IVLU icon

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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$187K -$85K -3,287 -31%
GRP
127
Global Retirement Partners
California
$178K +$185K +7,154 New
SWM
128
Spire Wealth Management
Virginia
$162K – – –
NIC
129
Northwest Investment Counselors
Oregon
$127K -$48.9K -1,890 -27%
KFS
130
Kelly Financial Services
Massachusetts
$124K +$125K +4,848 +17,956%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$100K +$102K +3,950 New
DI
132
Disciplined Investments
Oklahoma
$73K -$2.38K -92 -3%
CIAS
133
Capital Investment Advisory Services
North Carolina
$70K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$70K +$18.9K +732 +36%
MCC
135
Money Concepts Capital
Florida
$69K +$70.5K +2,725 New
RPCA
136
Running Point Capital Advisors
California
$58K +$58.9K +2,276 New
VCM
137
Versant Capital Management
Arizona
$56K – – –
AF
138
Advisornet Financial
Minnesota
$50K +$50.5K +1,950 +39,000%
ST
139
Smithfield Trust
Pennsylvania
$48K -$26 -1 -0.1%
Wells Fargo
140
Wells Fargo
California
$31K -$25.9K -1,002 -45%
MHR
141
Matthew Hamilton Rosenberg
$30K -$33.2K -1,284 -53%
S
142
SignatureFD
Georgia
$25K +$52 +2 +0.2%
IA
143
IFP Advisors
Florida
$24K +$17.2K +666 New
MAM
144
Meeder Asset Management
Ohio
$15K -$9.88K -382 -40%
PO
145
Private Ocean
California
$14K – – –
PA
146
Parallel Advisors
California
$11K -$67.2K -2,596 -86%
CIAS
147
CFS Investment Advisory Services
New Jersey
$11K +$7.31M +282,495 New
CFGS
148
Concourse Financial Group Securities
Alabama
$10K – – –
CFD
149
Creative Financial Designs
Indiana
$9K +$8.74K +338 New
AWM
150
Accel Wealth Management
Iowa
$8K – – –
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.