iShares MSCI Intl Value Factor ETF
IVLU
191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.
168% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 19
18% more funds holding
Funds holding: 162 → 191 (+29)
17% more capital invested
Capital invested by funds: $1.47B → $1.72B (+$252M)
0.94% less ownership
Funds ownership: 108.62% → 107.67% (-0.94%)
6% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 66
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$73.2M |
| 2 |
Jane Street
New York
|
+$13.4M |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$11.2M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.2M |
| 5 |
Morgan Stanley
New York
|
+$9.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.9M |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
-$12M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$10.8M |
| 4 |
RVPG
Relative Value Partners Group
|
-$8.86M |
| 5 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$7.8M |
IVLU Hedge Fund Activity: Q4 2022 in Review
191 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2022, worth a combined $1.72B — up 17% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IVLU positions and 19 closed out — a net gain of 32 holders — while 62 added to existing stakes and 66 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $33.9M.
- 191 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2022, up from 162 in Q3 2022.
- Funds reported $1.72B of iShares MSCI Intl Value Factor ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 51 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2022 and 19 closed out, a net change of +32 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $73.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2022 was Fidelity Investments, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2022.