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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$24.2M
2
EWA
EP Wealth Advisors
California
+$19.8M
3
HCA
Heck Capital Advisors
Wisconsin
+$11.2M
4
PAS
Park Avenue Securities
New York
+$10M
5
HIP
HUB Investment Partners
Texas
+$8.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
FIM
Freedom Investment Management
Connecticut
-$15.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.83M
4
KW
KWB Wealth
California
-$3.96M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
151
Warren Street Wealth Advisors
California
$696K -$2.37K -72 -0.3%
NHC
152
Nicholas Hoffman & Company
Georgia
$688K – – –
JTWM
153
Jackson Thornton Wealth Management
Alabama
$680K – – –
VA
154
VestGen Advisors
Illinois
$672K +$14.2K +433 +2%
Northern Trust
155
Northern Trust
Illinois
$648K +$6.41K +195 +1%
SW
156
Simplicity Wealth
New Jersey
$641K +$10.6K +323 +2%
VAM
157
Verity Asset Management
North Carolina
$638K +$638K +19,388 New
AWE
158
Avidian Wealth Enterprises
Texas
$636K – – –
JWCA
159
J.W. Cole Advisors
Florida
$617K +$617K +18,751 New
US Bancorp
160
US Bancorp
Minnesota
$616K +$132K +4,019 +27%
KPWS
161
Kestra Private Wealth Services
Texas
$610K +$357K +10,856 +141%
PCM
162
Peirce Capital Management
Texas
$596K +$83.1K +2,528 +16%
AQR Capital Management
163
AQR Capital Management
Connecticut
$571K +$57.7K +1,755 +11%
DWM
164
Drive Wealth Management
Utah
$571K -$17.8K -541 -3%
NL
165
NWAM LLC
Washington
$566K +$71.9K +2,165 +15%
AWM
166
Aprio Wealth Management
Georgia
$561K -$5.89K -179 -1%
IWP
167
Invenio Wealth Partners
Florida
$553K +$553K +16,801 New
LFA
168
Lauterbach Financial Advisors
Texas
$520K +$11.4K +346 +2%
Wealthfront Advisers
169
Wealthfront Advisers
California
$511K +$268K +8,144 +110%
Comerica Bank
170
Comerica Bank
Texas
$510K – – –
MGIA
171
Moneta Group Investment Advisors
Missouri
$505K – – –
CIAS
172
CFS Investment Advisory Services
New Jersey
$498K +$36.9K +1,123 +8%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$485K -$5.03K -153 -1%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$482K +$22.9K +695 +5%
SC
175
Savant Capital
Illinois
$478K +$11.6K +354 +2%
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