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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

258 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-8
Holders Change %
-3.01%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
74
Reduced
102
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.73M
3
PSCM
Per Stirling Capital Management
Texas
+$9.04M
4
CIA
Concurrent Investment Advisors
Florida
+$6.38M
5
Ameriprise
Ameriprise
Minnesota
+$4.79M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
LGT Financial Advisors
Texas
$22.9K +$4.46K +147 +24%
CBT
227
Crews Bank & Trust
Florida
$22.7K – – –
1IA
228
1620 Investment Advisors
Massachusetts
$19.7K – – –
ME
229
McIlrath & Eck
Washington
$18.9K – – –
CB
230
CNB Bank
Pennsylvania
$17.9K – – –
AA
231
Ancora Advisors
Ohio
$16.9K – – –
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$16.6K – – –
Russell Investments Group
233
Russell Investments Group
United Kingdom
$13.8K +$10.6K +349 +326%
MFA
234
Morling Financial Advisors
California
$12K – – –
WBC
235
West Branch Capital
Massachusetts
$10.6K – – –
MEG
236
Millstone Evans Group
Colorado
$8.7K – – –
PPA
237
Painted Porch Advisors
California
$8K – – –
FMP
238
Financial Management Professionals
Texas
$7.94K – – –
FCAS
239
First Command Advisory Services
Texas
$7.85K +$7.85K +259 New
BCMLT
240
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.24K – – –
CFB
241
Cullen/Frost Bankers
Texas
$7.03K +$7.03K +232 New
GM
242
GeoWealth Management
Illinois
$5.58K -$1.88K -62 -25%
HNB
243
Huntington National Bank
Ohio
$5.52K -$16.5K – –
CHC
244
City Holding Co
West Virginia
$5.42K +$5.42K +179 New
BTI
245
Blue Trust Inc
Georgia
$5.15K +$5.15K +170 New
GWS
246
Greykasell Wealth Strategies
California
$5K +$5K +165 New
WTFG
247
Wood Tarver Financial Group
Idaho
$3.79K – – –
CWM
248
Compass Wealth Management
Connecticut
$2.55K +$2.55K +84 New
SFA
249
Semmax Financial Advisors
North Carolina
$2.46K +$2.46K +78 New
MCM
250
MAI Capital Management
Ohio
$2.46K -$58.9K -1,943 -96%
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