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iShares International Developed Small Cap Value Factor ETF

20 hedge funds and large institutions have $14.6M invested in iShares International Developed Small Cap Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

45% more capital invested

Capital invested by funds: $10.1M → $14.6M (+$4.5M)

18% more funds holding

Funds holding: 1720 (+3)

2.67% more ownership

Funds ownership: 26.63%29.3% (+2.7%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
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
$7.13M +$2.52M +57,862 +58%
NA
2
NewEdge Advisors
Louisiana
$1.81M +$67.6K +1,551 +4%
Creative Planning
3
Creative Planning
Kansas
$918K +$15K +345 +2%
VWA
4
Valued Wealth Advisors
Utah
$872K -$3.23K -74 -0.4%
GJIA
5
Glass Jacobson Investment Advisors
Maryland
$726K -$101K -2,325 -13%
Raymond James Financial
6
Raymond James Financial
Florida
$574K +$409K +9,385 +285%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$499K -$6.93K -159 -1%
AFO
8
Aurelius Family Office
New Hampshire
$376K -$22.6K -519 -6%
DBRC
9
D.B. Root & Company
Pennsylvania
$361K -$7.85K -180 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$306K -$94K -2,155 -24%
CGA
11
Crescent Grove Advisors
Illinois
$232K +$224K +5,128 New
UBS Group
12
UBS Group
Switzerland
$226K +$218K +5,000 New
BMCM
13
Burns Matteson Capital Management
New York
$204K +$196K +4,500 New
Osaic Holdings
14
Osaic Holdings
Arizona
$202K +$190K +4,361 +2,181%
JP Morgan Chase
15
JP Morgan Chase
New York
$74.3K -$8.15K -187 -10%
AIM
16
Anchor Investment Management
South Carolina
$27.1K
AA
17
Ancora Advisors
Ohio
$22.6K
FFA
18
Farther Finance Advisors
California
$12K
PPA
19
Painted Porch Advisors
California
$9.84K +$5.49K +126 +137%
Morgan Stanley
20
Morgan Stanley
New York
$63 +$44 +1 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$2K -39 Closed

ISVL Hedge Fund Activity: Q3 2025 in Review

20 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares International Developed Small Cap Value Factor ETF (ISVL) for Q3 2025, worth a combined $14.6M — up 45% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ISVL positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Peregrine Asset Advisers, adding an estimated $2.52M. The largest seller was Glass Jacobson Investment Advisors, cutting an estimated $101K.

  • 20 institutional investors held iShares International Developed Small Cap Value Factor ETF (ISVL) as of Q3 2025, up from 17 in Q2 2025.
  • Funds reported $14.6M of iShares International Developed Small Cap Value Factor ETF stock for Q3 2025, up 45% quarter-over-quarter.
  • 4 funds opened new iShares International Developed Small Cap Value Factor ETF positions in Q3 2025 and 1 closed out, a net change of +3 holders.
  • The largest iShares International Developed Small Cap Value Factor ETF buyer in Q3 2025 was Peregrine Asset Advisers, an estimated $2.52M added.
  • The largest iShares International Developed Small Cap Value Factor ETF seller in Q3 2025 was Glass Jacobson Investment Advisors, an estimated $101K sold.

Based on aggregated 13F filings for Q3 2025.