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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 %
BFPW
276
BOK Financial Private Wealth
Colorado
$845 +$845 +26 New
DF
277
Dunhill Financial
United Kingdom
$822 – – –
KPP
278
Kings Path Partners
Texas
$756 +$756 +23 New
KG
279
Kilter Group
New York
$45 +$45 +1 New
KWM
280
KFG Wealth Management
Indiana
– -$2.54M -83,794 Closed
FCMA
281
Foresight Capital Management Advisors
Michigan
– -$1.31M -43,071 Closed
CFS
282
Commonwealth Financial Services
West Virginia
– -$898K -29,642 Closed
TC
283
TownSquare Capital
Utah
– -$654K -21,585 Closed
GKWIM
284
Gerber Kawasaki Wealth & Investment Management
California
– -$513K -16,928 Closed
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
– -$347K -11,437 Closed
FWM
286
FFT Wealth Management
Pennsylvania
– -$325K -10,739 Closed
LWM
287
Lionshead Wealth Management
New York
– -$316K -10,440 Closed
TPWA
288
TRUE Private Wealth Advisors
Oregon
– -$280K -9,239 Closed
WC
289
Weil Company
California
– -$232K -7,663 Closed
TSS
290
Two Sigma Securities
New York
– -$225K -7,432 Closed
CF
291
Clarity Financial
Texas
– -$202K -6,657 Closed
BNP Paribas Financial Markets
292
BNP Paribas Financial Markets
France
– -$189K -6,243 Closed
MG
293
Mather Group
Illinois
– -$89.4K -2,950 Closed
GM
294
GeoWealth Management
Illinois
– -$5.58K -184 Closed
BTI
295
Blue Trust Inc
Georgia
– -$5.15K -170 Closed
CWM
296
Compass Wealth Management
Connecticut
– -$2.55K -84 Closed
RWM
297
Ruedi Wealth Management
Illinois
– -$2K -66 Closed
HHGA
298
Halbert Hargrove Global Advisors
California
– -$1.52K -50 Closed
SFG
299
Stonebridge Financial Group
Pennsylvania
– -$546 -18 Closed
BHWM
300
Beaird Harris Wealth Management
Texas
– -$485 -16 Closed
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