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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 %
IWM
51
IHT Wealth Management
Illinois
$5.1M 154,961 +154,961 New
NA
52
NewEdge Advisors
Louisiana
$5.04M 153,148 +46,555 +44%
PP
53
Prosperity Planning
Missouri
$4.82M 146,455 -5,085 -3%
Goldman Sachs
54
Goldman Sachs
New York
$4.68M 142,439 -99,876 -41%
KAS
55
Kestra Advisory Services
Texas
$4.68M 142,308 -59,177 -29%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.55M 138,344 +1,152 +0.8%
SWP
57
ShoreHaven Wealth Partners
New Jersey
$4.43M 134,637 +409 +0.3%
SWP
58
Sagespring Wealth Partners
Tennessee
$4.12M 125,195 +24,219 +24%
UBS Group
59
UBS Group
Switzerland
$3.87M 117,546 +8,727 +8%
SCM
60
SCS Capital Management
Massachusetts
$3.84M 116,839 +808 +0.7%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.77M 120,690 +1,010 +0.8%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.74M 113,674 +27,028 +31%
CWS
63
Cypress Wealth Services
California
$3.4M 103,317 +5,241 +5%
KP
64
Keel Point
Alabama
$3.35M 101,900 +5 +0%
Truist Financial
65
Truist Financial
North Carolina
$3.29M 100,112 -1,108 -1%
P
66
&Partners
Tennessee
$3.24M 98,503 +17,960 +22%
PAG
67
Private Advisor Group
New Jersey
$3.24M 98,410 +79,355 +416%
WA
68
Wealth Alliance
New York
$3.24M 98,409 +36,784 +60%
KV
69
Kickstand Ventures
New York
$3.17M 96,305 +5,163 +6%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$3.13M 95,225 +9,672 +11%
VW
71
Vance Wealth
California
$2.92M 88,682 +7,425 +9%
SFFS
72
Stonehage Fleming Financial Services
Jersey
$2.83M 86,144 – –
SI
73
Saxon Interests
Texas
$2.83M 93,246 – –
PWM
74
PMG Wealth Management
Illinois
$2.82M 85,601 +85,601 New
TC
75
Tacita Capital
Ontario, Canada
$2.79M 84,810 +1,025 +1%
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3
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