iShares MSCI Intl Value Factor ETF
IVLU
162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
3.24% more ownership
Funds ownership: 105.38% → 108.62% (+3.2%)
1% more funds holding
Funds holding: 161 → 162 (+1)
0% more capital invested
Capital invested by funds: $1.46B → $1.47B (+$6.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.7M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$18.6M |
| 5 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$17.4M |
| 2 |
Jane Street
New York
|
-$13.5M |
| 3 |
BlackRock
New York
|
-$7.81M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$7.3M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$6.78M |
IVLU Hedge Fund Activity: Q3 2022 in Review
162 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2022, worth a combined $1.47B — up 0.42% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IVLU positions and 24 closed out — a net gain of 3 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $65.7M. The largest seller was Old Mission Capital, exiting entirely with an estimated $17.4M sold.
- 162 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2022, up from 161 in Q2 2022.
- Funds reported $1.47B of iShares MSCI Intl Value Factor ETF stock for Q3 2022, up 0.42% quarter-over-quarter.
- 27 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2022 and 24 closed out, a net change of +3 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2022 was Fidelity Investments, an estimated $65.7M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2022 was Old Mission Capital, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2022.