iShares MSCI Intl Value Factor ETF
IVLU
49 hedge funds and large institutions have $477M invested in iShares MSCI Intl Value Factor ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
20% more funds holding
Funds holding: 41 → 49 (+8)
4.85% more ownership
Funds ownership: 102.02% → 106.87% (+4.9%)
1% more capital invested
Capital invested by funds: $472M → $477M (+$4.6M)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.72M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.47M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$676K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$5.53M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.56M |
| 4 |
Jane Street
New York
|
-$2.12M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$1.45M |
IVLU Hedge Fund Activity: Q3 2020 in Review
49 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2020, worth a combined $477M — up 0.97% from $472M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVLU positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 17 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $10.2M. The largest seller was Fifth Third Bancorp, cutting an estimated $5.53M.
- 49 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2020, up from 41 in Q2 2020.
- Funds reported $477M of iShares MSCI Intl Value Factor ETF stock for Q3 2020, up 0.97% quarter-over-quarter.
- 12 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2020 and 4 closed out, a net change of +8 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2020 was Mercer Global Advisors, an estimated $10.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2020 was Fifth Third Bancorp, an estimated $5.53M sold.
Based on aggregated 13F filings for Q3 2020.