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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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
FWP
126
Firethorn Wealth Partners
Georgia
$898K +$40.8K +1,239 +5%
JBA
127
Johnson Bixby & Associates
Washington
$886K +$1.48K +45 +0.2%
SVWG
128
Shared Vision Wealth Group
United States
$874K -$7.12K -216 -0.8%
AG
129
AmeriFlex Group
Nevada
$860K -$66.1K -2,029 -7%
CAG
130
Csenge Advisory Group
Florida
$848K -$1.25K -38 -0.1%
SP
131
Stonebrook Private
Michigan
$821K +$3.26K +99 +0.4%
TCA
132
Transcend Capital Advisors
New Jersey
$811K +$77.3K +2,350 +11%
EWM
133
Empirical Wealth Management
Washington
$803K -$13.1K -397 -2%
VCM
134
Vision Capital Management
Oregon
$801K +$39.2K +1,191 +5%
MLA
135
My Legacy Advisors
Oregon
$801K -$15.2K -456 -2%
BJL
136
Brighton Jones LLC
Washington
$800K +$132K +4,005 +20%
HPM
137
Hoxton Planning & Management
West Virginia
$796K +$252K +7,669 +46%
CAI
138
Capital Advisors Inc
Oklahoma
$789K – – –
BBA
139
Braun-Bostich & Associates
Pennsylvania
$784K +$4.34K +132 +0.6%
KFS
140
Kelly Financial Services
Massachusetts
$784K +$52K +1,581 +7%
IFA
141
Index Fund Advisors
California
$778K +$16.5K +503 +2%
Corient Private Wealth
142
Corient Private Wealth
Florida
$773K +$8.22K +250 +1%
FFA
143
Farther Finance Advisors
California
$769K -$270K -8,196 -26%
SAM
144
Smartleaf Asset Management
Massachusetts
$766K +$274K +8,342 +56%
CAM
145
Cresset Asset Management
Illinois
$757K – – –
WFS
146
WealthGarden F.S.
California
$719K -$2.5K -76 -0.3%
UW
147
Unique Wealth
Florida
$712K +$302K +9,176 +74%
WA
148
Waverly Advisors
Alabama
$706K -$96.7K -2,939 -12%
QCM
149
Quantinno Capital Management
New York
$699K +$699K +21,245 New
WWP
150
Wise Wealth Partners
Arizona
$698K +$296 +9 +0%
4 5
6
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