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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

279 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, 120 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
3.74%
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
120
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$24.2M
2
EWA
EP Wealth Advisors
California
+$19.8M
3
HCA
Heck Capital Advisors
Wisconsin
+$11.2M
4
PAS
Park Avenue Securities
New York
+$10M
5
HIP
HUB Investment Partners
Texas
+$8.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
FIM
Freedom Investment Management
Connecticut
-$15.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.83M
4
KW
KWB Wealth
California
-$3.96M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$18.1K – – –
KFP
252
Keener Financial Planning
Texas
$16K +$16K +491 New
MFA
253
Morling Financial Advisors
California
$13.1K – – –
WBC
254
West Branch Capital
Massachusetts
$11.5K – – –
MEG
255
Millstone Evans Group
Colorado
$9.44K – – –
PPA
256
Painted Porch Advisors
California
$8.68K – – –
FMP
257
Financial Management Professionals
Texas
$8.62K – – –
FCAS
258
First Command Advisory Services
Texas
$8.52K – – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$8.35K -$34.3K -1,042 -80%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.86K – – –
CFB
261
Cullen/Frost Bankers
Texas
$7.8K +$165 +5 +2%
TCOT
262
Trust Company of Toledo
Ohio
$7.33K +$7.33K +223 New
CHC
263
City Holding Co
West Virginia
$5.89K – – –
RIM
264
Ryan Investment Management
Colorado
$4.21K +$4.21K +128 New
WTFG
265
Wood Tarver Financial Group
Idaho
$4K – – –
MCM
266
MAI Capital Management
Ohio
$3.59K +$922 +28 +35%
HI
267
Harbour Investments
Wisconsin
$3.39K +$3.39K +103 New
Simplex Trading
268
Simplex Trading
Illinois
$3K +$3K +99 New
SFA
269
Semmax Financial Advisors
North Carolina
$2.67K – – –
GWS
270
Greykasell Wealth Strategies
California
$2.3K -$3.12K -95 -58%
T
271
Transce3nd
Texas
$2.04K – – –
FCG
272
Financial Connections Group
California
$2K +$2K +84 New
Jones Financial Companies
273
Jones Financial Companies
Missouri
$1.94K +$1.94K +59 New
KA
274
Kozak & Associates
Colorado
$1.5K +$33 +1 +2%
AWM
275
Abound Wealth Management
Tennessee
$1.15K – – –
9 10
11
12 13