iShares MSCI Intl Value Factor ETF
IVLU
229 hedge funds and large institutions have $1.65B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 16 closing their positions.
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
15% more funds holding
Funds holding: 200 → 229 (+29)
0.76% more ownership
Funds ownership: 98.82% → 99.58% (+0.76%)
1% less capital invested
Capital invested by funds: $1.67B → $1.65B (-$21.7M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
23% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$25M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$21.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.98M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.53M |
| 5 |
PW
Peninsula Wealth
San Francisco,
California
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$40.4M |
| 2 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$40M |
| 3 |
JP Morgan Chase
New York
|
-$16.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$12.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.6M |
IVLU Hedge Fund Activity: Q4 2023 in Review
229 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q4 2023, worth a combined $1.65B — down 1.3% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IVLU positions and 16 closed out — a net gain of 30 holders — while 67 added to existing stakes and 87 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $25M. The largest seller was LGL Partners, cutting an estimated $40.4M.
- 229 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q4 2023, up from 200 in Q3 2023.
- Funds reported $1.65B of iShares MSCI Intl Value Factor ETF stock for Q4 2023, down 1.3% quarter-over-quarter.
- 46 funds opened new iShares MSCI Intl Value Factor ETF positions in Q4 2023 and 16 closed out, a net change of +30 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q4 2023 was Sequoia Financial Advisors, an estimated $25M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q4 2023 was LGL Partners, an estimated $40.4M sold.
Based on aggregated 13F filings for Q4 2023.