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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

278 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, 119 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
278
Holders Change
+20
Holders Change %
+7.75%
% of All Funds
3.73%
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
119
Reduced
69
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
EWA
2
EP Wealth Advisors
California
$20M
3
TFHU
3
TLT Family Holdco ULC
$13.4M
4
HCA
4
Heck Capital Advisors
Wisconsin
$11.6M
5
PAS
5
Park Avenue Securities
New York
$10M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
FIM
2
Freedom Investment Management
Connecticut
$12M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$136M
4
KW
4
KWB Wealth
California
$14M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$504M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.66M 50,534 +17,291 +52%
CIS
102
Custom Index Systems
New York
$1.63M 49,452 +19,234 +64%
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$1.63M 49,428 +5,695 +13%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$1.62M 49,252 -101,181 -67%
JWM
105
JDH Wealth Management
California
$1.61M 48,834 +1,488 +3%
HWM
106
Hemington Wealth Management
Virginia
$1.51M 46,045 +57 +0.1%
HGWM
107
Horst & Graben Wealth Management
Oregon
$1.4M 42,557 -6,577 -13%
BFG
108
Beacon Financial Group
Texas
$1.39M 42,197 +1,135 +3%
SFO
109
Stokes Family Office
Louisiana
$1.34M 40,628 -1,554 -4%
WAL
110
W Advisors LLC
Tennessee
$1.3M 39,480 -177 -0.4%
JCIA
111
Jackson Creek Investment Advisors
Colorado
$1.25M 38,130 -2,822 -7%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.21M 36,850 -209 -0.6%
SIMC
113
Squire Investment Management Company
Utah
$1.2M 36,526 -17,586 -32%
BCG
114
Breakwater Capital Group
New Jersey
$1.18M 35,877 +4,785 +15%
GRP
115
Global Retirement Partners
California
$1.17M 35,617 +35,617 New
CAAM
116
Cornerstone Advisors Asset Management
Pennsylvania
$1.17M 35,433 – –
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$1.1M 33,565 +12,996 +63%
Creative Planning
118
Creative Planning
Kansas
$1.1M 33,470 -23 -0.1%
ACA
119
Affinity Capital Advisors
California
$1.02M 30,906 -335 -1%
MPW
120
MA Private Wealth
California
$1.02M 30,890 – –
AG
121
Ascent Group
Virginia
$1M 30,424 +10,267 +51%
ASN
122
Advisory Services Network
Georgia
$993K 30,143 -71 -0.2%
HFA
123
High Falls Advisors
New York
$955K 29,045 +1,324 +5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$932K 28,323 +14,514 +105%
AAS
125
Avantax Advisory Services
Texas
$910K 27,669 -78 -0.3%
3 4
5
6 7