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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
HCA
3
Heck Capital Advisors
Wisconsin
$11.6M
4
PAS
4
Park Avenue Securities
New York
$10M
5
HIP
5
HUB Investment Partners
Texas
$22.8M

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 %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$18.1K 549 – –
KFP
252
Keener Financial Planning
Texas
$16K 491 +491 New
MFA
253
Morling Financial Advisors
California
$13.1K 397 – –
WBC
254
West Branch Capital
Massachusetts
$11.5K 350 – –
MEG
255
Millstone Evans Group
Colorado
$9.44K 287 – –
PPA
256
Painted Porch Advisors
California
$8.68K 264 – –
FMP
257
Financial Management Professionals
Texas
$8.62K 262 – –
FCAS
258
First Command Advisory Services
Texas
$8.52K 259 – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$8.35K 254 -1,042 -80%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.86K 239 – –
CFB
261
Cullen/Frost Bankers
Texas
$7.8K 237 +5 +2%
TCOT
262
Trust Company of Toledo
Ohio
$7.33K 223 +223 New
CHC
263
City Holding Co
West Virginia
$5.89K 179 – –
RIM
264
Ryan Investment Management
Colorado
$4.21K 128 +128 New
WTFG
265
Wood Tarver Financial Group
Idaho
$4K 125 – –
MCM
266
MAI Capital Management
Ohio
$3.59K 109 +28 +35%
HI
267
Harbour Investments
Wisconsin
$3.39K 103 +103 New
Simplex Trading
268
Simplex Trading
Illinois
$3K 99 +99 New
SFA
269
Semmax Financial Advisors
North Carolina
$2.67K 78 – –
GWS
270
Greykasell Wealth Strategies
California
$2.3K 70 -95 -58%
T
271
Transce3nd
Texas
$2.04K 62 – –
FCG
272
Financial Connections Group
California
$2K 84 +84 New
Jones Financial Companies
273
Jones Financial Companies
Missouri
$1.94K 59 +59 New
KA
274
Kozak & Associates
Colorado
$1.5K 45 +1 +2%
AWM
275
Abound Wealth Management
Tennessee
$1.15K 35 – –
9 10
11
12 13