iShares MSCI Intl Value Factor ETF
IVLU
29 hedge funds and large institutions have $108M invested in iShares MSCI Intl Value Factor ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 0 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
32% more funds holding
Funds holding: 22 → 29 (+7)
24% more capital invested
Capital invested by funds: $87.5M → $108M (+$20.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.05% less ownership
Funds ownership: 55.67% → 48.63% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$7.06M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.93M |
| 4 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
+$1.94M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$359K |
| 2 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
-$24.9K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8.41K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.56K |
IVLU Hedge Fund Activity: Q2 2018 in Review
29 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2018, worth a combined $108M — up 24% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVLU positions and 0 closed out — a net gain of 7 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Capital Advisors Inc, adding an estimated $7.06M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $359K.
- 29 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2018, up from 22 in Q1 2018.
- Funds reported $108M of iShares MSCI Intl Value Factor ETF stock for Q2 2018, up 24% quarter-over-quarter.
- 7 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2018 and 0 closed out, a net change of +7 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2018 was Capital Advisors Inc, an estimated $7.06M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q2 2018 was Raymond James Financial Services Advisors, an estimated $359K sold.
Based on aggregated 13F filings for Q2 2018.