iShares MSCI Intl Value Factor ETF
IVLU
124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.
256% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 9
143% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more funds holding
Funds holding: 102 → 124 (+22)
11% more capital invested
Capital invested by funds: $1.15B → $1.28B (+$124M)
5.91% more ownership
Funds ownership: 103.23% → 109.14% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.7M |
| 2 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$23.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$21.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.8M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.4M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$10.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.54M |
| 5 |
Goldman Sachs
New York
|
-$2.2M |
IVLU Hedge Fund Activity: Q4 2021 in Review
124 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2021, worth a combined $1.28B — up 11% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IVLU positions and 9 closed out — a net gain of 23 holders — while 56 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.7M. The largest seller was Ameriprise, exiting entirely with an estimated $10.4M sold.
- 124 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2021, up from 102 in Q3 2021.
- Funds reported $1.28B of iShares MSCI Intl Value Factor ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 32 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2021 and 9 closed out, a net change of +23 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $28.7M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2021 was Ameriprise, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2021.