iShares MSCI Intl Value Factor ETF
IVLU
200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 53
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
2% more funds holding
Funds holding: 196 → 200 (+4)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less capital invested
Capital invested by funds: $1.69B → $1.67B (-$25.6M)
1.89% less ownership
Funds ownership: 100.7% → 98.82% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.38M |
| 3 |
BlackRock
New York
|
+$4.27M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.46M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$9.75M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.61M |
| 4 |
Morgan Stanley
New York
|
-$8.06M |
| 5 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$5.92M |
IVLU Hedge Fund Activity: Q3 2023 in Review
200 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q3 2023, worth a combined $1.67B — down 1.5% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVLU positions and 18 closed out — a net gain of 6 holders — while 87 added to existing stakes and 53 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.7M. The largest seller was Envestnet Asset Management, cutting an estimated $12.1M.
- 200 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q3 2023, up from 196 in Q2 2023.
- Funds reported $1.67B of iShares MSCI Intl Value Factor ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 24 funds opened new iShares MSCI Intl Value Factor ETF positions in Q3 2023 and 18 closed out, a net change of +6 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $15.7M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2023.