We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

259 hedge funds and large institutions have $1.74B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.65B → $1.74B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 266259 (-7)

5.49% less ownership

Funds ownership: 92.94%87.45% (-5.5%)

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 102

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
75
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Lauterbach Financial Advisors
Texas
$469K
MGIA
152
Moneta Group Investment Advisors
Missouri
$465K
SAM
153
Smartleaf Asset Management
Massachusetts
$456K +$338K +11,609 +350%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$452K +$48.1K +1,651 +12%
NL
155
NWAM LLC
Washington
$451K -$189K -6,500 -30%
US Bancorp
156
US Bancorp
Minnesota
$446K +$244K +8,387 +132%
MGW
157
MB Generational Wealth
Washington
$435K +$174K +5,962 +71%
CPA
158
Capital Performance Advisors
California
$433K +$3K +103 +0.7%
SC
159
Savant Capital
Illinois
$430K -$18K -616 -4%
CIAS
160
CFS Investment Advisory Services
New Jersey
$425K -$56.2K -1,928 -12%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$423K -$16.5K -566 -4%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$419K +$5.01K +172 +1%
D
163
Dentgroup
Louisiana
$397K -$16.7K -572 -4%
LWM
164
LJI Wealth Management
Indiana
$394K -$61.9K -2,123 -14%
CW
165
CreativeOne Wealth
Kansas
$394K +$36.5K +1,253 +11%
KRW
166
Kaufman Rossin Wealth
Florida
$388K -$554 -19 -0.1%
CWMA
167
Capstone Wealth Management (Alabama)
Alabama
$382K
UW
168
Unique Wealth
Florida
$378K -$56.8K -1,949 -14%
CFO
169
Collective Family Office
Pennsylvania
$366K
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$352K -$137K -4,714 -29%
HCA
171
Heck Capital Advisors
Wisconsin
$349K -$781K -26,805 -70%
VFA
172
Valeo Financial Advisors
Indiana
$349K
AWM
173
Ariadne Wealth Management
California
$348K
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$347K +$333K +11,437 New
MFG
175
Merit Financial Group
Georgia
$334K -$934K -32,027 -74%