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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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.66M +$569K +17,291 +52%
CIS
102
Custom Index Systems
New York
$1.63M +$633K +19,234 +64%
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$1.63M +$187K +5,695 +13%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$1.62M -$3.33M -101,181 -67%
JWM
105
JDH Wealth Management
California
$1.61M +$48.9K +1,488 +3%
HWM
106
Hemington Wealth Management
Virginia
$1.51M +$1.87K +57 +0.1%
HGWM
107
Horst & Graben Wealth Management
Oregon
$1.4M -$216K -6,577 -13%
BFG
108
Beacon Financial Group
Texas
$1.39M +$37.3K +1,135 +3%
SFO
109
Stokes Family Office
Louisiana
$1.34M -$51.1K -1,554 -4%
WAL
110
W Advisors LLC
Tennessee
$1.3M -$5.82K -177 -0.4%
JCIA
111
Jackson Creek Investment Advisors
Colorado
$1.25M -$92.8K -2,822 -7%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.21M -$6.87K -209 -0.6%
SIMC
113
Squire Investment Management Company
Utah
$1.2M -$578K -17,586 -32%
BCG
114
Breakwater Capital Group
New Jersey
$1.18M +$157K +4,785 +15%
GRP
115
Global Retirement Partners
California
$1.17M +$1.17M +35,617 New
CAAM
116
Cornerstone Advisors Asset Management
Pennsylvania
$1.17M – – –
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$1.1M +$427K +12,996 +63%
Creative Planning
118
Creative Planning
Kansas
$1.1M -$756 -23 -0.1%
ACA
119
Affinity Capital Advisors
California
$1.02M -$11K -335 -1%
MPW
120
MA Private Wealth
California
$1.02M – – –
AG
121
Ascent Group
Virginia
$1M +$338K +10,267 +51%
ASN
122
Advisory Services Network
Georgia
$993K -$2.34K -71 -0.2%
HFA
123
High Falls Advisors
New York
$955K +$43.5K +1,324 +5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$932K +$478K +14,514 +105%
AAS
125
Avantax Advisory Services
Texas
$910K -$2.57K -78 -0.3%
3 4
5
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