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iShares International Developed Small Cap Value Factor ETF

31 hedge funds and large institutions have $45.9M invested in iShares International Developed Small Cap Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

93% more capital invested

Capital invested by funds: $23.8M → $45.9M (+$22.2M)

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

29% more funds holding

Funds holding: 2431 (+7)

13.98% less ownership

Funds ownership: 29.39%15.4% (-14%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
12
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1
Peregrine Asset Advisers
Oregon
$7.55M -$112K -2,248 -1%
IFG
2
Independent Financial Group
California
$7M +$6.58M +131,858 +971%
Jane Street
3
Jane Street
New York
$6.01M +$3.73M +74,643 +149%
Bank of America
4
Bank of America
North Carolina
$4.64M +$4.3M +86,113 +841%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.82M +$1.06M +21,234 +37%
FTUS
6
Flow Traders U.S.
New York
$2.33M +$1.03M +20,596 +74%
VWA
7
Valued Wealth Advisors
Utah
$2.05M +$1.17M +23,380 +121%
NA
8
NewEdge Advisors
Louisiana
$1.71M -$178K -3,563 -9%
UBS Group
9
UBS Group
Switzerland
$1.44M +$1.25M +25,000 +500%
Creative Planning
10
Creative Planning
Kansas
$978K +$1.95K +39 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$947K +$982K +19,680 New
Raymond James Financial
12
Raymond James Financial
Florida
$917K -$17.2K -344 -2%
QCM
13
Quantinno Capital Management
New York
$817K +$847K +16,979 New
GJIA
14
Glass Jacobson Investment Advisors
Maryland
$736K -$18.3K -367 -2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$736K +$763K +15,291 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$734K +$762K +15,260 New
DBRC
17
D.B. Root & Company
Pennsylvania
$674K +$304K +6,100 +77%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$424K +$17.5K +350 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$398K +$413K +8,279 New
AFO
20
Aurelius Family Office
New Hampshire
$385K -$2K -40 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$373K +$28.6K +573 +8%
CGA
22
Crescent Grove Advisors
Illinois
$354K
LSA
23
Lansing Street Advisors
Pennsylvania
$270K +$280K +5,616 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$265K -$276K -5,521 -50%
EP
25
E6 Portfolios
Utah
$242K +$23.9K +478 +11%

ISVL Hedge Fund Activity: Q1 2026 in Review

31 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Small Cap Value Factor ETF (ISVL) for Q1 2026, worth a combined $45.9M — up 93% from $23.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISVL positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $6.58M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $276K.

  • 31 institutional investors held iShares International Developed Small Cap Value Factor ETF (ISVL) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $45.9M of iShares International Developed Small Cap Value Factor ETF stock for Q1 2026, up 93% quarter-over-quarter.
  • 8 funds opened new iShares International Developed Small Cap Value Factor ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest iShares International Developed Small Cap Value Factor ETF buyer in Q1 2026 was Independent Financial Group, an estimated $6.58M added.
  • The largest iShares International Developed Small Cap Value Factor ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $276K sold.

Based on aggregated 13F filings for Q1 2026.