We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

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: 259 → 281 (+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: 7 → 6 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$23.2M
2
EWA
EP Wealth Advisors
California
+$18.9M
3
HCA
Heck Capital Advisors
Wisconsin
+$10.7M
4
PAS
Park Avenue Securities
New York
+$9.58M
5
HIP
HUB Investment Partners
Texas
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
2
FIM
Freedom Investment Management
Connecticut
-$14.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.49M
4
KW
KWB Wealth
California
-$4.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
76
Tacita Capital
Ontario, Canada
$2.79M +$32.2K +1,025 +1%
TWM
77
TSA Wealth Management
Texas
$2.78M +$497K +15,794 +23%
FTUS
78
Flow Traders U.S.
New York
$2.73M +$2.61M +82,883 New
CP
79
Clayton Partners
California
$2.68M -$275K -8,751 -10%
AIA
80
Angeles Investment Advisors
California
$2.55M – – –
Cerity Partners
81
Cerity Partners
New York
$2.51M -$21.1K -671 -0.9%
OAP
82
One Advisory Partners
Kansas
$2.47M +$31 +1 +0%
CC
83
Commons Capital
Massachusetts
$2.46M +$2.35M +74,786 New
Jane Street
84
Jane Street
New York
$2.41M +$400K +12,711 +21%
BW
85
Balance Wealth
Ohio
$2.38M +$24.6K +783 +1%
CL
86
CSS LLC
Illinois
$2.31M – – –
VWA
87
Valued Wealth Advisors
Utah
$2.28M +$318K +10,121 +17%
WIA
88
World Investment Advisors
California
$2.22M +$1.1M +34,855 +107%
WIM
89
WealthPlan Investment Management
Nebraska
$2.12M +$2.02M +64,335 New
BIA
90
Bell Investment Advisors
California
$2.09M +$401K +12,754 +25%
SB
91
Strategic Blueprint
Georgia
$2.09M +$42.1K +1,338 +2%
MFA
92
Mayflower Financial Advisors
Massachusetts
$2.05M +$491K +15,600 +33%
EH
93
Equitable Holdings
New York
$2.04M +$1.18M +37,381 +151%
MFP
94
Meridian Financial Partners
Virginia
$2.01M +$1.93M +61,207 New
RWI
95
Red Wave Investments
Pennsylvania
$1.98M -$7.2K -229 -0.4%
JC
96
JBF Capital
Colorado
$1.97M +$1.89M +60,000 New
RSWM
97
Robertson Stephens Wealth Management
California
$1.78M +$148K +4,702 +10%
VT
98
Vise Technologies
New York
$1.78M +$1.7M +54,008 New
Mariner
99
Mariner
Kansas
$1.71M +$601K +19,100 +58%
AF
100
Allworth Financial
California
$1.71M +$4.56K +145 +0.3%
2 3
4
5 6

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.