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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 %
PL
26
Plancorp LLC
Missouri
$10.7M -$487K -14,811 -4%
OWA
27
One Wealth Advisors
California
$10.2M +$322K +9,795 +3%
PAS
28
Park Avenue Securities
New York
$10M +$10M +304,441 New
PSCM
29
Per Stirling Capital Management
Texas
$9.95M +$143K +4,336 +1%
ACA
30
Atlas Capital Advisors
Wyoming
$9.54M -$249K -7,561 -3%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$9.54M -$108K -3,278 -1%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$9.35M -$611K -18,579 -6%
CIA
33
Concurrent Investment Advisors
Florida
$9.31M -$709K -21,567 -7%
FF
34
Farrow Financial
Vermont
$9.3M -$16.3K -497 -0.2%
IWMWV
35
Ironwood Wealth Management (West Virginia)
West Virginia
$9.14M -$62.1K -1,882 -0.7%
Stifel Financial
36
Stifel Financial
Missouri
$8.67M +$5.18M +157,439 +148%
Ameriprise
37
Ameriprise
Minnesota
$8.07M +$2.01M +60,995 +33%
JFA
38
JNBA Financial Advisors
Minnesota
$8.03M -$911K -27,688 -10%
Raymond James Financial
39
Raymond James Financial
Florida
$7.55M +$437K +13,299 +6%
SL
40
Systelligence LLC
Minnesota
$6.83M +$6.83M +207,542 New
MML Investors Services
41
MML Investors Services
Massachusetts
$6.75M +$6.12M +186,040 +975%
ACA
42
Aptus Capital Advisors
Alabama
$6.38M +$90.5K +2,753 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$6.11M +$5.87M +178,509 +2,452%
CBT
44
CoreFirst Bank & Trust
Kansas
$6.07M +$73.5K +2,235 +1%
RF
45
RHS Financial
California
$5.83M +$109K +3,308 +2%
IA
46
IFP Advisors
Florida
$5.64M -$628K -19,107 -10%
BlackRock
47
BlackRock
New York
$5.52M -$3.04M -92,280 -35%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$5.45M +$1.29M +39,365 +31%
KWM
49
Keebeck Wealth Management
Illinois
$5.36M +$8.95K +272 +0.2%
PA
50
Parallel Advisors
California
$5.29M +$582K +17,698 +12%
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