iShares MSCI Intl Value Factor ETF
IVLU
191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
3% more capital invested
Capital invested by funds: $1.72B → $1.77B (+$53.8M)
0% more funds holding
Funds holding: 191 → 191 (0)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.81% less ownership
Funds ownership: 107.67% → 105.87% (-1.8%)
23% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.2M |
| 2 |
Jane Street
New York
|
+$22.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.35M |
| 4 |
Morgan Stanley
New York
|
+$5.47M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$32.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.6M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$15.8M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$9.43M |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$6.74M |
IVLU Hedge Fund Activity: Q1 2023 in Review
191 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2023, worth a combined $1.77B — up 3.1% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVLU positions and 21 closed out — a net gain of 3 holders — while 59 added to existing stakes and 77 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $30.2M. The largest seller was Bank of America, cutting an estimated $32.8M.
- 191 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $1.77B of iShares MSCI Intl Value Factor ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
- 24 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2023 and 21 closed out, a net change of +3 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2023 was Fidelity Investments, an estimated $30.2M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q1 2023 was Bank of America, an estimated $32.8M sold.
Based on aggregated 13F filings for Q1 2023.