iShares MSCI Intl Value Factor ETF
IVLU
33 hedge funds and large institutions have $160M invested in iShares MSCI Intl Value Factor ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
56% more capital invested
Capital invested by funds: $103M → $160M (+$57.4M)
27% more funds holding
Funds holding: 26 → 33 (+7)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
16.77% more ownership
Funds ownership: 39.91% → 56.68% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.6M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$9.41M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$7.09M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
-$3.44M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.71M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$450K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$419K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$299K |
IVLU Hedge Fund Activity: Q4 2018 in Review
33 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2018, worth a combined $160M — up 56% from $103M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVLU positions and 5 closed out — a net gain of 8 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $19.2M. The largest seller was Well Done LLC, cutting an estimated $3.44M.
- 33 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2018, up from 26 in Q3 2018.
- Funds reported $160M of iShares MSCI Intl Value Factor ETF stock for Q4 2018, up 56% quarter-over-quarter.
- 13 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2018 and 5 closed out, a net change of +8 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2018 was Brinker Capital Investments, an estimated $19.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2018 was Well Done LLC, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2018.