iShares MSCI Intl Value Factor ETF
IVLU
230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 19 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
2% more capital invested
Capital invested by funds: $1.65B → $1.69B (+$39.9M)
0% more funds holding
Funds holding: 229 → 230 (+1)
6.05% less ownership
Funds ownership: 99.58% → 93.53% (-6%)
31% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.63M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.77M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.57M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$35M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$14.6M |
| 3 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$11.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.38M |
| 5 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$4.28M |
IVLU Hedge Fund Activity: Q1 2024 in Review
230 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2024, worth a combined $1.69B — up 2.4% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVLU positions and 19 closed out — a net gain of 5 holders — while 68 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.63M. The largest seller was Sequoia Financial Advisors, cutting an estimated $35M.
- 230 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2024, up from 229 in Q4 2023.
- Funds reported $1.69B of iShares MSCI Intl Value Factor ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
- 24 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2024 and 19 closed out, a net change of +5 holders.
- The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2024 was Fidelity Investments, an estimated $8.63M added.
- The largest iShares MSCI Intl Value Factor ETF seller in Q1 2024 was Sequoia Financial Advisors, an estimated $35M sold.
Based on aggregated 13F filings for Q1 2024.