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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
278
Holders Change
+20
Holders Change %
+7.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
44
Increased
119
Reduced
69
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
EWA
2
EP Wealth Advisors
California
$20M
3
TFHU
3
TLT Family Holdco ULC
$13.4M
4
HCA
4
Heck Capital Advisors
Wisconsin
$11.6M
5
PAS
5
Park Avenue Securities
New York
$10M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
FIM
2
Freedom Investment Management
Connecticut
$12M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$136M
4
KW
4
KWB Wealth
California
$14M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$504M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$504M 15,319,386 -111,139 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M 7,528,185 -637,632 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$154M 4,678,576 +736,159 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$141M 4,292,836 -21,063 -0.5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$136M 4,136,681 -238,015 -5%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$33.4M 1,016,508 -75,063 -7%
Bank of America
7
Bank of America
North Carolina
$30.1M 915,728 +101,452 +12%
KCM
8
Kathmere Capital Management
Pennsylvania
$26.6M 808,775 +2,734 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$25.6M 778,423 +211,155 +37%
ACM
10
Armbruster Capital Management
New York
$23.1M 700,825 +12,592 +2%
HIP
11
HUB Investment Partners
Texas
$22.8M 692,273 +271,525 +65%
SAI
12
Savvy Advisors Inc
New York
$22.1M 672,133 +151,685 +29%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$22M 663,855 -23,576 -3%
EWA
14
EP Wealth Advisors
California
$20M 606,588 +600,581 +9,998%
LPL Financial
15
LPL Financial
California
$19.5M 591,834 +51,880 +10%
KW
16
KWB Wealth
California
$14M 462,200 -130,523 -22%
IWC
17
Integrated Wealth Concepts
Massachusetts
$13.6M 414,010 -12,281 -3%
ACA
18
Ackerman Capital Advisors
Texas
$13.6M 413,433 +2,455 +0.6%
TFHU
19
TLT Family Holdco ULC
$13.4M 408,500 +408,500 New
FG
20
Foster Group
Iowa
$13.2M 402,642 -2,042 -0.5%
HPA
21
High Probability Advisors
New York
$12M 364,723 -41,448 -10%
FIM
22
Freedom Investment Management
Connecticut
$12M 364,176 -461,537 -56%
OIA
23
OneDigital Investment Advisors
Kansas
$11.8M 357,544 -91,450 -20%
HCA
24
Heck Capital Advisors
Wisconsin
$11.6M 352,895 +341,369 +2,962%
TPI
25
Trust Point Inc
Wisconsin
$11.1M 338,038 +71,835 +27%
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