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iShares MSCI Intl Value Factor ETF
IVLU

281 hedge funds and large institutions have $1.99B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

74% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $1.74B → $1.99B (+$255M)

8% more funds holding

Funds holding: 259 → 281 (+22)

0.07% more ownership

Funds ownership: 87.45% → 87.52% (+0.07%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
281
Holders Change
+22
Holders Change %
+8.49%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
45
Increased
120
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$23.2M
2
EWA
EP Wealth Advisors
California
+$18.9M
3
HCA
Heck Capital Advisors
Wisconsin
+$10.7M
4
PAS
Park Avenue Securities
New York
+$9.58M
5
HIP
HUB Investment Partners
Texas
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
2
FIM
Freedom Investment Management
Connecticut
-$14.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.49M
4
KW
KWB Wealth
California
-$4.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Ancora Advisors
Ohio
$18.3K – – –
SHIM
252
Stone House Investment Management
Pennsylvania
$18.1K +$17.3K +550 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$18.1K – – –
KFP
254
Keener Financial Planning
Texas
$16K +$15.4K +491 New
MFA
255
Morling Financial Advisors
California
$13.1K – – –
WBC
256
West Branch Capital
Massachusetts
$11.5K – – –
MEG
257
Millstone Evans Group
Colorado
$9.44K – – –
PPA
258
Painted Porch Advisors
California
$8.68K – – –
FMP
259
Financial Management Professionals
Texas
$8.62K – – –
FCAS
260
First Command Advisory Services
Texas
$8.52K – – –
CIAS
261
Capital Investment Advisory Services
North Carolina
$8.35K -$32.8K -1,042 -80%
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.86K – – –
CFB
263
Cullen/Frost Bankers
Texas
$7.8K +$157 +5 +2%
TCOT
264
Trust Company of Toledo
Ohio
$7.33K +$7.02K +223 New
CHC
265
City Holding Co
West Virginia
$5.88K – – –
RIM
266
Ryan Investment Management
Colorado
$4.21K +$4.03K +128 New
WTFG
267
Wood Tarver Financial Group
Idaho
$4K – – –
MCM
268
MAI Capital Management
Ohio
$3.59K +$881 +28 +35%
HI
269
Harbour Investments
Wisconsin
$3.39K +$3.24K +103 New
Simplex Trading
270
Simplex Trading
Illinois
$3K +$3.12K +99 New
SFA
271
Semmax Financial Advisors
North Carolina
$2.67K – – –
GWS
272
Greykasell Wealth Strategies
California
$2.3K -$2.99K -95 -58%
T
273
Transce3nd
Texas
$2.04K – – –
FCG
274
Financial Connections Group
California
$2K +$2.64K +84 New
Jones Financial Companies
275
Jones Financial Companies
Missouri
$1.94K +$1.86K +59 New
9 10
11
12 13

IVLU Hedge Fund Activity: Q2 2025 in Review

281 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2025, worth a combined $1.99B — up 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IVLU positions and 21 closed out — a net gain of 24 holders — while 120 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $23.2M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.

  • 281 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $1.99B of iShares MSCI Intl Value Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 45 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2025 and 21 closed out, a net change of +24 holders.
  • The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $23.2M added.
  • The largest iShares MSCI Intl Value Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.