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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$131M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$119M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$3.3M 108,819 -463,025 -81%
NA
52
NewEdge Advisors
Louisiana
$3.23M 106,593 -9,837 -8%
Stifel Financial
53
Stifel Financial
Missouri
$3.22M 106,210 +48,466 +84%
KP
54
Keel Point
Alabama
$3.09M 101,895 +54,123 +113%
Truist Financial
55
Truist Financial
North Carolina
$3.07M 101,220 -2,490 -2%
SWP
56
Sagespring Wealth Partners
Tennessee
$3.06M 100,976 +69,500 +221%
CWS
57
Cypress Wealth Services
California
$2.97M 98,076 -14,092 -13%
SI
58
Saxon Interests
Texas
$2.83M 93,246 +93,246 New
KV
59
Kickstand Ventures
New York
$2.76M 91,142 -12,206 -12%
CP
60
Clayton Partners
California
$2.73M 90,225 +3,501 +4%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.63M 86,646 +10,956 +14%
SFFS
62
Stonehage Fleming Financial Services
Jersey
$2.61M 86,144 – –
USCWA
63
U.S. Capital Wealth Advisors
Texas
$2.59M 85,553 -14,400 -14%
KWM
64
KFG Wealth Management
Indiana
$2.54M 83,794 +83,794 New
TC
65
Tacita Capital
Ontario, Canada
$2.54M 83,785 -2,640 -3%
VW
66
Vance Wealth
California
$2.46M 81,257 -1,644 -2%
P
67
&Partners
Tennessee
$2.46M 80,543 -820 -1%
AIA
68
Angeles Investment Advisors
California
$2.35M 77,680 – –
Cerity Partners
69
Cerity Partners
New York
$2.33M 76,980 -6,514 -8%
OAP
70
One Advisory Partners
Kansas
$2.19M 72,191 -688 -0.9%
BW
71
Balance Wealth
Ohio
$2.17M 71,610 +71,610 New
CL
72
CSS LLC
Illinois
$2.13M 70,300 +15,000 +27%
TWM
73
TSA Wealth Management
Texas
$2.08M 68,670 +6,162 +10%
SB
74
Strategic Blueprint
Georgia
$1.89M 62,227 +1,024 +2%
WA
75
Wealth Alliance
New York
$1.87M 61,625 -76,993 -56%
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