iShares MSCI Intl Value Factor ETF
IVLU
196 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 17 closing their positions.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
3% more funds holding
Funds holding: 191 → 196 (+5)
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
4% less capital invested
Capital invested by funds: $1.77B → $1.69B (-$79M)
5.16% less ownership
Funds ownership: 105.87% → 100.7% (-5.2%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$10.8M |
| 4 |
JP Morgan Chase
New York
|
+$10.6M |
| 5 |
BlackRock
New York
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$63.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$60.8M |
| 3 |
Jane Street
New York
|
-$41.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14M |
IVLU Hedge Fund Activity: Q2 2023 in Review
196 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2023, worth a combined $1.69B — down 4.5% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IVLU positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 64 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.7M. The largest seller was Envestnet Asset Management, cutting an estimated $63.7M.
- 196 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2023, up from 191 in Q1 2023.
- Funds reported $1.69B of iShares MSCI Intl Value Factor ETF stock for Q2 2023, down 4.5% quarter-over-quarter.
- 23 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2023 and 17 closed out, a net change of +6 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2023 was Fidelity Investments, an estimated $20.7M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $63.7M sold.
Based on aggregated 13F filings for Q2 2023.