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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 34 funds opening new positions, 74 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-7
Holders Change %
-2.64%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
74
Reduced
101
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$468M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$33.1M
3
PSCM
Per Stirling Capital Management
Texas
$9.04M
4
CIA
Concurrent Investment Advisors
Florida
$9.24M
5
Ameriprise
Ameriprise
Minnesota
$5.59M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$248M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
26
Per Stirling Capital Management
Texas
$9.04M +$9.04M +298,141 New
ACA
27
Atlas Capital Advisors
Wyoming
$9.02M -$497K -16,381 -5%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$8.89M +$23.3K +770 +0.3%
FF
29
Farrow Financial
Vermont
$8.58M +$207K +6,820 +2%
JFA
30
JNBA Financial Advisors
Minnesota
$8.24M -$1.94M -64,121 -19%
TPI
31
Trust Point Inc
Wisconsin
$8.07M -$9.02M -297,492 -53%
BlackRock
32
BlackRock
New York
$7.89M +$1.58M +52,270 +25%
IWMWV
33
Ironwood Wealth Management (West Virginia)
West Virginia
$7.8M -$449K -16,072 -5%
Goldman Sachs
34
Goldman Sachs
New York
$7.34M +$251K +8,276 +4%
Raymond James Financial
35
Raymond James Financial
Florida
$6.55M +$564K +18,603 +9%
KAS
36
Kestra Advisory Services
Texas
$6.11M +$390K +12,852 +7%
ACA
37
Aptus Capital Advisors
Alabama
$5.8M -$278K -9,178 -5%
IA
38
IFP Advisors
Florida
$5.77M -$1.01M -33,295 -15%
Ameriprise
39
Ameriprise
Minnesota
$5.59M +$4.79M +158,021 +599%
CBT
40
CoreFirst Bank & Trust
Kansas
$5.52M -$55.6K -1,833 -1%
RF
41
RHS Financial
California
$5.27M +$1.86M +61,236 +54%
KWM
42
Keebeck Wealth Management
Illinois
$4.93M -$284K -9,378 -5%
PP
43
Prosperity Planning
Missouri
$4.59M -$258K -8,520 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$4.56M +$1.42M +46,755 +45%
PA
45
Parallel Advisors
California
$4.34M -$284K -9,367 -6%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$4.16M -$57.7K -1,904 -1%
SWP
47
ShoreHaven Wealth Partners
New Jersey
$4.07M +$290K +9,559 +8%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$3.83M +$1.15M +38,030 +43%
Osaic Holdings
49
Osaic Holdings
Arizona
$3.63M +$2.5M +82,330 +220%
SCM
50
SCS Capital Management
Massachusetts
$3.52M +$409K +13,510 +13%
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