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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 %
IWM
51
IHT Wealth Management
Illinois
$5.1M +$5.1M +154,961 New
NA
52
NewEdge Advisors
Louisiana
$5.04M +$1.53M +46,555 +44%
PP
53
Prosperity Planning
Missouri
$4.82M -$167K -5,085 -3%
Goldman Sachs
54
Goldman Sachs
New York
$4.68M -$3.28M -99,876 -41%
KAS
55
Kestra Advisory Services
Texas
$4.68M -$1.95M -59,177 -29%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.55M +$37.9K +1,152 +0.8%
SWP
57
ShoreHaven Wealth Partners
New Jersey
$4.43M +$13.5K +409 +0.3%
SWP
58
Sagespring Wealth Partners
Tennessee
$4.12M +$797K +24,219 +24%
UBS Group
59
UBS Group
Switzerland
$3.87M +$287K +8,727 +8%
SCM
60
SCS Capital Management
Massachusetts
$3.84M +$26.6K +808 +0.7%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.77M +$31.6K +1,010 +0.8%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.74M +$889K +27,028 +31%
CWS
63
Cypress Wealth Services
California
$3.4M +$172K +5,241 +5%
KP
64
Keel Point
Alabama
$3.35M +$164 +5 +0%
Truist Financial
65
Truist Financial
North Carolina
$3.29M -$36.4K -1,108 -1%
P
66
&Partners
Tennessee
$3.24M +$591K +17,960 +22%
PAG
67
Private Advisor Group
New Jersey
$3.24M +$2.61M +79,355 +416%
WA
68
Wealth Alliance
New York
$3.24M +$1.21M +36,784 +60%
KV
69
Kickstand Ventures
New York
$3.17M +$170K +5,163 +6%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$3.13M +$318K +9,672 +11%
VW
71
Vance Wealth
California
$2.92M +$244K +7,425 +9%
SFFS
72
Stonehage Fleming Financial Services
Jersey
$2.83M – – –
SI
73
Saxon Interests
Texas
$2.83M – – –
PWM
74
PMG Wealth Management
Illinois
$2.82M +$2.82M +85,601 New
TC
75
Tacita Capital
Ontario, Canada
$2.79M +$33.7K +1,025 +1%
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