iShares MSCI Intl Value Factor ETF
IVLU
44 hedge funds and large institutions have $272M invested in iShares MSCI Intl Value Factor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
1.92% more ownership
Funds ownership: 89.52% → 91.44% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 47 → 44 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
24% less capital invested
Capital invested by funds: $356M → $272M (-$83.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.9M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$9.11M |
| 3 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$7.38M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$6.93M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$15.8M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$15.8M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$12.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.15M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
IVLU Hedge Fund Activity: Q1 2020 in Review
44 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2020, worth a combined $272M — down 24% from $356M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IVLU and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.
The largest buyer was Mercer Global Advisors, adding an estimated $17.9M. The largest seller was Brinker Capital Investments, cutting an estimated $15.8M.
- 44 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2020, down from 47 in Q4 2019.
- Funds reported $272M of iShares MSCI Intl Value Factor ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 6 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2020 and 7 closed out, a net change of -1 holder.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2020 was Mercer Global Advisors, an estimated $17.9M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2020.