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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
HCA
3
Heck Capital Advisors
Wisconsin
$11.6M
4
PAS
4
Park Avenue Securities
New York
$10M
5
HIP
5
HUB Investment Partners
Texas
$22.8M

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 %
FWP
126
Firethorn Wealth Partners
Georgia
$898K 27,291 +1,239 +5%
JBA
127
Johnson Bixby & Associates
Washington
$886K 26,940 +45 +0.2%
SVWG
128
Shared Vision Wealth Group
United States
$874K 26,536 -216 -0.8%
AG
129
AmeriFlex Group
Nevada
$860K 26,385 -2,029 -7%
CAG
130
Csenge Advisory Group
Florida
$848K 25,763 -38 -0.1%
SP
131
Stonebrook Private
Michigan
$821K 24,966 +99 +0.4%
TCA
132
Transcend Capital Advisors
New Jersey
$811K 24,656 +2,350 +11%
EWM
133
Empirical Wealth Management
Washington
$803K 24,425 -397 -2%
VCM
134
Vision Capital Management
Oregon
$801K 24,364 +1,191 +5%
MLA
135
My Legacy Advisors
Oregon
$801K 24,065 -456 -2%
BJL
136
Brighton Jones LLC
Washington
$800K 24,322 +4,005 +20%
HPM
137
Hoxton Planning & Management
West Virginia
$796K 24,201 +7,669 +46%
CAI
138
Capital Advisors Inc
Oklahoma
$789K 23,975 – –
BBA
139
Braun-Bostich & Associates
Pennsylvania
$784K 23,852 +132 +0.6%
KFS
140
Kelly Financial Services
Massachusetts
$784K 23,825 +1,581 +7%
IFA
141
Index Fund Advisors
California
$778K 23,653 +503 +2%
Corient Private Wealth
142
Corient Private Wealth
Florida
$773K 23,497 +250 +1%
FFA
143
Farther Finance Advisors
California
$769K 23,376 -8,196 -26%
SAM
144
Smartleaf Asset Management
Massachusetts
$766K 23,269 +8,342 +56%
CAM
145
Cresset Asset Management
Illinois
$757K 23,017 – –
WFS
146
WealthGarden F.S.
California
$719K 21,830 -76 -0.3%
UW
147
Unique Wealth
Florida
$712K 21,638 +9,176 +74%
WA
148
Waverly Advisors
Alabama
$706K 21,467 -2,939 -12%
QCM
149
Quantinno Capital Management
New York
$699K 21,245 +21,245 New
WWP
150
Wise Wealth Partners
Arizona
$698K 21,233 +9 +0%
4 5
6
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