iShares MSCI Intl Value Factor ETF
IVLU
22 hedge funds and large institutions have $87.5M invested in iShares MSCI Intl Value Factor ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
16% more funds holding
Funds holding: 19 → 22 (+3)
9% more capital invested
Capital invested by funds: $80.6M → $87.5M (+$6.9M)
2.98% less ownership
Funds ownership: 58.65% → 55.67% (-3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.65M |
| 2 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
+$4.83M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$2.98M |
| 4 |
Jane Street
New York
|
+$808K |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.38M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$950K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$738K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$451K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$22K |
IVLU Hedge Fund Activity: Q1 2018 in Review
22 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2018, worth a combined $87.5M — up 8.6% from $80.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVLU positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $5.65M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.38M.
- 22 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $87.5M of iShares MSCI Intl Value Factor ETF stock for Q1 2018, up 8.6% quarter-over-quarter.
- 7 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2018 and 3 closed out, a net change of +4 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2018 was Bank of America, an estimated $5.65M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $5.38M sold.
Based on aggregated 13F filings for Q1 2018.