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iShares International Developed Small Cap Value Factor ETF

17 hedge funds and large institutions have $10.1M invested in iShares International Developed Small Cap Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $4.81M → $10.1M (+$5.26M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7.89% more ownership

Funds ownership: 18.74%26.63% (+7.9%)

6% more funds holding

Funds holding: 1617 (+1)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1
Peregrine Asset Advisers
Oregon
$4.19M +$3.92M +99,743 New
NA
2
NewEdge Advisors
Louisiana
$1.61M +$16.8K +428 +1%
Creative Planning
3
Creative Planning
Kansas
$838K
VWA
4
Valued Wealth Advisors
Utah
$813K -$137K -3,491 -15%
GJIA
5
Glass Jacobson Investment Advisors
Maryland
$772K -$38.7K -985 -5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$472K +$7.2K +183 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$375K +$113K +2,868 +47%
AFO
8
Aurelius Family Office
New Hampshire
$371K +$14.9K +380 +4%
DBRC
9
D.B. Root & Company
Pennsylvania
$343K +$321K +8,160 New
Raymond James Financial
10
Raymond James Financial
Florida
$138K +$129K +3,290 New
JP Morgan Chase
11
JP Morgan Chase
New York
$76.9K -$45.3K -1,151 -39%
AIM
12
Anchor Investment Management
South Carolina
$25.2K
AA
13
Ancora Advisors
Ohio
$21K
FFA
14
Farther Finance Advisors
California
$11.2K +$10.5K +266 New
Osaic Holdings
15
Osaic Holdings
Arizona
$8.4K
PPA
16
Painted Porch Advisors
California
$3.85K +$79 +2 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K +$1.53K +39 New
KG
18
Kilter Group
New York
$14
UBS Group
19
UBS Group
Switzerland
-$24.9K -672 Closed
Bank of America
20
Bank of America
North Carolina
-$11.1K -300 Closed
HIMS
21
Hager Investment Management Services
New Hampshire
-$5.75K -155 Closed
FMP
22
Financial Management Professionals
Texas
-$3.71K -100 Closed

ISVL Hedge Fund Activity: Q2 2025 in Review

17 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Small Cap Value Factor ETF (ISVL) for Q2 2025, worth a combined $10.1M — up 109% from $4.81M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISVL positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Peregrine Asset Advisers, opening a new position worth an estimated $3.92M. The largest seller was Valued Wealth Advisors, cutting an estimated $137K.

  • 17 institutional investors held iShares International Developed Small Cap Value Factor ETF (ISVL) as of Q2 2025, up from 16 in Q1 2025.
  • Funds reported $10.1M of iShares International Developed Small Cap Value Factor ETF stock for Q2 2025, up 109% quarter-over-quarter.
  • 5 funds opened new iShares International Developed Small Cap Value Factor ETF positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest iShares International Developed Small Cap Value Factor ETF buyer in Q2 2025 was Peregrine Asset Advisers, an estimated $3.92M added.
  • The largest iShares International Developed Small Cap Value Factor ETF seller in Q2 2025 was Valued Wealth Advisors, an estimated $137K sold.

Based on aggregated 13F filings for Q2 2025.