iShares MSCI Intl Value Factor ETF
IVLU
102 hedge funds and large institutions have $1.15B invested in iShares MSCI Intl Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
12% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 34
6% more funds holding
Funds holding: 96 → 102 (+6)
2.51% more ownership
Funds ownership: 100.72% → 103.23% (+2.5%)
15% less capital invested
Capital invested by funds: $1.35B → $1.15B (-$197M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$30.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$18.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.2M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$11.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$186M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$37.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.3M |
| 4 |
BlackRock
New York
|
-$15.5M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$10M |
IVLU Hedge Fund Activity: Q3 2021 in Review
102 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2021, worth a combined $1.15B — down 15% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IVLU positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 34 trimmed.
The largest buyer was FFT Wealth Management, opening a new position worth an estimated $30.2M. The largest seller was Angeles Investment Advisors, cutting an estimated $186M.
- 102 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2021, up from 96 in Q2 2021.
- Funds reported $1.15B of iShares MSCI Intl Value Factor ETF stock for Q3 2021, down 15% quarter-over-quarter.
- 18 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2021 and 11 closed out, a net change of +7 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2021 was FFT Wealth Management, an estimated $30.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2021 was Angeles Investment Advisors, an estimated $186M sold.
Based on aggregated 13F filings for Q3 2021.