iShares MSCI Intl Value Factor ETF
IVLU
34 hedge funds and large institutions have $226M invested in iShares MSCI Intl Value Factor ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $186M → $226M (+$40M)
17% more funds holding
Funds holding: 29 → 34 (+5)
9.84% more ownership
Funds ownership: 60.84% → 70.68% (+9.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$4.43M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$937K |
| 2 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$260K |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
-$116K |
| 4 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$97.4K |
| 5 |
JP Morgan Chase
New York
|
-$26K |
IVLU Hedge Fund Activity: Q2 2019 in Review
34 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2019, worth a combined $226M — up 21% from $186M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVLU positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $13.2M. The largest seller was 3D Asset Management, cutting an estimated $937K.
- 34 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2019, up from 29 in Q1 2019.
- Funds reported $226M of iShares MSCI Intl Value Factor ETF stock for Q2 2019, up 21% quarter-over-quarter.
- 8 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2019 and 2 closed out, a net change of +6 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $13.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q2 2019 was 3D Asset Management, an estimated $937K sold.
Based on aggregated 13F filings for Q2 2019.