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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

258 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-8
Holders Change %
-3.01%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
74
Reduced
102
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.73M
3
PSCM
Per Stirling Capital Management
Texas
+$9.04M
4
CIA
Concurrent Investment Advisors
Florida
+$6.38M
5
Ameriprise
Ameriprise
Minnesota
+$4.79M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
151
Moneta Group Investment Advisors
Missouri
$465K – – –
SAM
152
Smartleaf Asset Management
Massachusetts
$456K +$355K +11,609 +350%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$452K +$50K +1,651 +12%
NL
154
NWAM LLC
Washington
$451K -$197K -6,500 -30%
US Bancorp
155
US Bancorp
Minnesota
$446K +$254K +8,387 +132%
MGW
156
MB Generational Wealth
Washington
$435K +$181K +5,962 +71%
CPA
157
Capital Performance Advisors
California
$433K +$3.12K +103 +0.7%
SC
158
Savant Capital
Illinois
$430K -$18.7K -616 -4%
CIAS
159
CFS Investment Advisory Services
New Jersey
$425K -$58.4K -1,928 -12%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$423K -$17.2K -566 -4%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$419K +$5.22K +172 +1%
D
162
Dentgroup
Louisiana
$397K -$17.3K -572 -4%
LWM
163
LJI Wealth Management
Indiana
$394K -$64.3K -2,123 -14%
CW
164
CreativeOne Wealth
Kansas
$394K +$38K +1,253 +11%
KRW
165
Kaufman Rossin Wealth
Florida
$388K -$576 -19 -0.1%
CWMA
166
Capstone Wealth Management (Alabama)
Alabama
$382K – – –
UW
167
Unique Wealth
Florida
$378K -$59.1K -1,949 -14%
CFO
168
Collective Family Office
Pennsylvania
$366K – – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$352K -$143K -4,714 -29%
HCA
170
Heck Capital Advisors
Wisconsin
$349K -$812K -26,805 -70%
VFA
171
Valeo Financial Advisors
Indiana
$349K – – –
AWM
172
Ariadne Wealth Management
California
$348K – – –
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$347K +$347K +11,437 New
MFG
174
Merit Financial Group
Georgia
$334K -$971K -32,027 -74%
FWM
175
FFT Wealth Management
Pennsylvania
$325K -$184K -6,083 -36%
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