iShares MSCI Intl Value Factor ETF
IVLU
81 hedge funds and large institutions have $889M invested in iShares MSCI Intl Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
48% more capital invested
Capital invested by funds: $600M → $889M (+$288M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more funds holding
Funds holding: 66 → 81 (+15)
1.76% less ownership
Funds ownership: 105.87% → 104.11% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45.2M |
| 3 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$13.4M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$9.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.45M |
| 3 |
Goldman Sachs
New York
|
-$1.43M |
| 4 |
BlackRock
New York
|
-$1.33M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$359K |
IVLU Hedge Fund Activity: Q1 2021 in Review
81 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2021, worth a combined $889M — up 48% from $600M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IVLU positions and 4 closed out — a net gain of 15 holders — while 36 added to existing stakes and 14 trimmed.
The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $107M. The largest seller was SCS Capital Management, cutting an estimated $9.62M.
- 81 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2021, up from 66 in Q4 2020.
- Funds reported $889M of iShares MSCI Intl Value Factor ETF stock for Q1 2021, up 48% quarter-over-quarter.
- 19 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2021 and 4 closed out, a net change of +15 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2021 was Angeles Investment Advisors, an estimated $107M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q1 2021 was SCS Capital Management, an estimated $9.62M sold.
Based on aggregated 13F filings for Q1 2021.