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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 %
RWM
251
Ruedi Wealth Management
Illinois
$2K – – –
T
252
Transce3nd
Texas
$1.88K – – –
HHGA
253
Halbert Hargrove Global Advisors
California
$1.52K +$1.52K +50 New
KA
254
Kozak & Associates
Colorado
$1.28K – – –
AWM
255
Abound Wealth Management
Tennessee
$1.06K +$1.06K +35 New
DF
256
Dunhill Financial
United Kingdom
$758 – – –
SFG
257
Stonebridge Financial Group
Pennsylvania
$546 – – –
BHWM
258
Beaird Harris Wealth Management
Texas
$485 – – –
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$24 -$4.92K -205 -100%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
– -$15.2M -559,672 Closed
PAS
261
Park Avenue Securities
New York
– -$5.8M -213,979 Closed
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
– -$5.21M -192,127 Closed
CCC
263
Compass Capital Corp
Massachusetts
– -$2.53M -90,418 Closed
SWA
264
Stratos Wealth Advisors
Ohio
– -$707K -26,061 Closed
QCM
265
Quantinno Capital Management
New York
– -$380K -14,000 Closed
CIC
266
Chilton Investment Company
Connecticut
– -$318K -11,726 Closed
UCFA
267
United Capital Financial Advisors
Texas
– -$263K -9,699 Closed
LP
268
LGL Partners
Pennsylvania
– -$255K -9,399 Closed
LWL
269
Leo Wealth LLC
Texas
– -$247K -9,105 Closed
HF
270
HRT Financial
New York
– -$236K -8,706 Closed
QCM
271
QRG Capital Management
Illinois
– -$225K -8,286 Closed
WPW
272
Watershed Private Wealth
Illinois
– -$224K -8,267 Closed
PCA
273
Pallas Capital Advisors
Massachusetts
– -$211K -7,782 Closed
FHA
274
First Horizon Advisors
Tennessee
– -$155K -5,700 Closed
WP
275
WealthShield Partners
North Carolina
– -$121K -4,477 Closed
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