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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
TFHU
3
TLT Family Holdco ULC
$13.4M
4
HCA
4
Heck Capital Advisors
Wisconsin
$11.6M
5
PAS
5
Park Avenue Securities
New York
$10M

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 %
PL
26
Plancorp LLC
Missouri
$10.7M 324,507 -14,811 -4%
OWA
27
One Wealth Advisors
California
$10.2M 310,429 +9,795 +3%
PAS
28
Park Avenue Securities
New York
$10M 304,441 +304,441 New
PSCM
29
Per Stirling Capital Management
Texas
$9.95M 302,477 +4,336 +1%
ACA
30
Atlas Capital Advisors
Wyoming
$9.54M 290,051 -7,561 -3%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$9.54M 289,990 -3,278 -1%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$9.35M 284,373 -18,579 -6%
CIA
33
Concurrent Investment Advisors
Florida
$9.31M 283,153 -21,567 -7%
FF
34
Farrow Financial
Vermont
$9.3M 282,640 -497 -0.2%
IWMWV
35
Ironwood Wealth Management (West Virginia)
West Virginia
$9.14M 277,158 -1,882 -0.7%
Stifel Financial
36
Stifel Financial
Missouri
$8.67M 263,649 +157,439 +148%
Ameriprise
37
Ameriprise
Minnesota
$8.07M 245,405 +60,995 +33%
JFA
38
JNBA Financial Advisors
Minnesota
$8.03M 244,293 -27,688 -10%
Raymond James Financial
39
Raymond James Financial
Florida
$7.55M 229,515 +13,299 +6%
SL
40
Systelligence LLC
Minnesota
$6.83M 207,542 +207,542 New
MML Investors Services
41
MML Investors Services
Massachusetts
$6.75M 205,122 +186,040 +975%
ACA
42
Aptus Capital Advisors
Alabama
$6.38M 193,994 +2,753 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$6.11M 185,789 +178,509 +2,452%
CBT
44
CoreFirst Bank & Trust
Kansas
$6.07M 184,435 +2,235 +1%
RF
45
RHS Financial
California
$5.83M 177,249 +3,308 +2%
IA
46
IFP Advisors
Florida
$5.64M 171,388 -19,107 -10%
BlackRock
47
BlackRock
New York
$5.52M 167,887 -92,280 -35%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$5.45M 165,699 +39,365 +31%
KWM
49
Keebeck Wealth Management
Illinois
$5.36M 162,903 +272 +0.2%
PA
50
Parallel Advisors
California
$5.29M 160,957 +17,698 +12%
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