We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

299 hedge funds and large institutions have $2.15B invested in iShares MSCI Intl Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

8% more capital invested

Capital invested by funds: $1.99B → $2.15B (+$156M)

6% more funds holding

Funds holding: 281299 (+18)

5.67% less ownership

Funds ownership: 87.52%81.85% (-5.7%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
299
Holders Change
+18
Holders Change %
+6.41%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
43
Increased
82
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.63M +$74.4K +2,167 +2%
P
77
&Partners
Tennessee
$3.51M +$11.5K +334 +0.3%
CWS
78
Cypress Wealth Services
California
$3.39M -$269K -7,824 -8%
KV
79
Kickstand Ventures
New York
$3.16M -$253K -7,367 -8%
VW
80
Vance Wealth
California
$3.14M -$9.51K -277 -0.3%
PWM
81
PMG Wealth Management
Illinois
$3.09M +$31.7K +922 +1%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$3.08M -$289K -8,425 -9%
TC
83
Tacita Capital
Ontario, Canada
$3.03M +$20.6K +601 +0.7%
CL
84
CSS LLC
Illinois
$2.96M +$446K +13,000 +18%
TWM
85
TSA Wealth Management
Texas
$2.91M -$81.3K -2,367 -3%
CP
86
Clayton Partners
California
$2.9M +$4.29K +125 +0.2%
WA
87
Wealth Alliance
New York
$2.82M -$648K -18,854 -19%
CIS
88
Custom Index Systems
New York
$2.78M +$988K +28,762 +58%
SFFS
89
Stonehage Fleming Financial Services
Jersey
$2.77M -$276K -8,030 -9%
Cerity Partners
90
Cerity Partners
New York
$2.7M -$8.31K -242 -0.3%
CC
91
Commons Capital
Massachusetts
$2.67M +$18.2K +529 +0.7%
BW
92
Balance Wealth
Ohio
$2.53M -$39.4K -1,146 -2%
OAP
93
One Advisory Partners
Kansas
$2.51M -$18.7K -545 -0.8%
BIA
94
Bell Investment Advisors
California
$2.46M +$192K +5,593 +9%
VWA
95
Valued Wealth Advisors
Utah
$2.42M -$35.5K -1,034 -1%
EH
96
Equitable Holdings
New York
$2.42M +$206K +6,009 +10%
WIM
97
WealthPlan Investment Management
Nebraska
$2.27M -$8K -233 -0.4%
SB
98
Strategic Blueprint
Georgia
$2.24M -$16.9K -493 -0.8%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$2.16M +$394K +11,464 +23%
JC
100
JBF Capital
Colorado
$2.13M