iShares MSCI Intl Value Factor ETF
IVLU
40 hedge funds and large institutions have $248M invested in iShares MSCI Intl Value Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
18% more funds holding
Funds holding: 34 → 40 (+6)
9% more capital invested
Capital invested by funds: $226M → $248M (+$21.2M)
7.49% more ownership
Funds ownership: 70.68% → 78.17% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$17.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5M |
| 4 |
BlackRock
New York
|
+$5.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$4.31M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.16M |
| 4 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$1.7M |
| 5 |
Jane Street
New York
|
-$1.07M |
IVLU Hedge Fund Activity: Q3 2019 in Review
40 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2019, worth a combined $248M — up 9.4% from $226M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVLU positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $17.6M. The largest seller was Bank of America, cutting an estimated $17.7M.
- 40 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2019, up from 34 in Q2 2019.
- Funds reported $248M of iShares MSCI Intl Value Factor ETF stock for Q3 2019, up 9.4% quarter-over-quarter.
- 8 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2019 and 2 closed out, a net change of +6 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2019 was TD Ameritrade Investment Management, an estimated $17.6M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2019 was Bank of America, an estimated $17.7M sold.
Based on aggregated 13F filings for Q3 2019.