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iShares MSCI Intl Value Factor ETF

281 hedge funds and large institutions have $1.99B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

74% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $1.74B → $1.99B (+$255M)

8% more funds holding

Funds holding: 259281 (+22)

0.07% more ownership

Funds ownership: 87.45%87.52% (+0.07%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
281
Holders Change
+22
Holders Change %
+8.49%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
45
Increased
120
Reduced
69
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Keebeck Wealth Management
Illinois
$5.36M +$8.56K +272 +0.2%
PA
52
Parallel Advisors
California
$5.29M +$557K +17,698 +12%
IWM
53
IHT Wealth Management
Illinois
$5.1M +$4.88M +154,961 New
NA
54
NewEdge Advisors
Louisiana
$5.04M +$1.46M +46,555 +44%
PP
55
Prosperity Planning
Missouri
$4.82M -$160K -5,085 -3%
Goldman Sachs
56
Goldman Sachs
New York
$4.68M -$3.14M -99,876 -41%
KAS
57
Kestra Advisory Services
Texas
$4.68M -$1.86M -59,177 -29%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$4.55M +$36.2K +1,152 +0.8%
SWP
59
ShoreHaven Wealth Partners
New Jersey
$4.43M +$12.9K +409 +0.3%
SWP
60
Sagespring Wealth Partners
Tennessee
$4.12M +$762K +24,219 +24%
UBS Group
61
UBS Group
Switzerland
$3.87M +$275K +8,727 +8%
SCM
62
SCS Capital Management
Massachusetts
$3.84M +$25.4K +808 +0.7%
HighTower Advisors
63
HighTower Advisors
Illinois
$3.74M +$850K +27,028 +31%
CWS
64
Cypress Wealth Services
California
$3.4M +$165K +5,241 +5%
KP
65
Keel Point
Alabama
$3.35M +$157 +5 +0%
Truist Financial
66
Truist Financial
North Carolina
$3.29M -$34.9K -1,108 -1%
P
67
&Partners
Tennessee
$3.24M +$565K +17,960 +22%
PAG
68
Private Advisor Group
New Jersey
$3.24M +$2.5M +79,355 +416%
WA
69
Wealth Alliance
New York
$3.24M +$1.16M +36,784 +60%
KV
70
Kickstand Ventures
New York
$3.17M +$162K +5,163 +6%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$3.13M +$304K +9,672 +11%
VW
72
Vance Wealth
California
$2.92M +$234K +7,425 +9%
SFFS
73
Stonehage Fleming Financial Services
Jersey
$2.83M
SI
74
Saxon Interests
Texas
$2.83M
PWM
75
PMG Wealth Management
Illinois
$2.82M +$2.69M +85,601 New

IVLU Hedge Fund Activity: Q2 2025 in Review

281 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2025, worth a combined $1.99B — up 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IVLU positions and 21 closed out — a net gain of 24 holders — while 120 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $23.2M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.

  • 281 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $1.99B of iShares MSCI Intl Value Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 45 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2025 and 21 closed out, a net change of +24 holders.
  • The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $23.2M added.
  • The largest iShares MSCI Intl Value Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.