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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 %
WSWA
151
Warren Street Wealth Advisors
California
$696K 21,174 -72 -0.3%
NHC
152
Nicholas Hoffman & Company
Georgia
$688K 20,913 – –
JTWM
153
Jackson Thornton Wealth Management
Alabama
$680K 20,632 – –
VA
154
VestGen Advisors
Illinois
$672K 20,441 +433 +2%
Northern Trust
155
Northern Trust
Illinois
$648K 19,687 +195 +1%
SW
156
Simplicity Wealth
New Jersey
$641K 19,498 +323 +2%
VAM
157
Verity Asset Management
North Carolina
$638K 19,388 +19,388 New
AWE
158
Avidian Wealth Enterprises
Texas
$636K 19,348 – –
JWCA
159
J.W. Cole Advisors
Florida
$617K 18,751 +18,751 New
US Bancorp
160
US Bancorp
Minnesota
$616K 18,744 +4,019 +27%
KPWS
161
Kestra Private Wealth Services
Texas
$610K 18,538 +10,856 +141%
PCM
162
Peirce Capital Management
Texas
$596K 18,124 +2,528 +16%
AQR Capital Management
163
AQR Capital Management
Connecticut
$571K 17,355 +1,755 +11%
DWM
164
Drive Wealth Management
Utah
$571K 17,350 -541 -3%
NL
165
NWAM LLC
Washington
$566K 17,050 +2,165 +15%
AWM
166
Aprio Wealth Management
Georgia
$561K 17,046 -179 -1%
IWP
167
Invenio Wealth Partners
Florida
$553K 16,801 +16,801 New
LFA
168
Lauterbach Financial Advisors
Texas
$520K 15,823 +346 +2%
Wealthfront Advisers
169
Wealthfront Advisers
California
$511K 15,545 +8,144 +110%
Comerica Bank
170
Comerica Bank
Texas
$510K 15,498 – –
MGIA
171
Moneta Group Investment Advisors
Missouri
$505K 15,346 – –
CIAS
172
CFS Investment Advisory Services
New Jersey
$498K 15,151 +1,123 +8%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$485K 14,746 -153 -1%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$482K 14,649 +695 +5%
SC
175
Savant Capital
Illinois
$478K 14,536 +354 +2%
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